Where Do You Score on Estate Planning Checklist?

October 15, 2021 | Elder Law | Estate Planning

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

Gift-Tax Exemptions are Treated Differently by IRS and Medicaid

October 14, 2021 | Elder Law | Estate Planning

Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.

What are Digital Assets in an Estate?

October 13, 2021 | Elder Law | Estate Planning | Probate

Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’

What Is the Best Thing to Do with an Inherited IRA?

October 12, 2021 | Elder Law | Estate Planning | Probate

Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.

What Happens If You Don’t Name Beneficiaries?

October 11, 2021 | Estate Planning

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

How Do I Stop Heirs from Foolishly Wasting Inheritance?

October 4, 2021 | Estate Planning

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.

Will I Live Longer, if I Babysit the Grandchildren?

October 3, 2021 | Elder Law | Estate Planning | Probate | Trust Administration

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.

Here’s Why You Need an Estate Plan

October 3, 2021 | Estate Planning

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Dying without a Will: Who Gets Your Estate?

October 1, 2021 | Estate Planning | Probate | Trust Administration

What happens if you die without a will, or intestate? Who gets your estate? Many people die without executing a Will. I recently completed an estate administration for my client Alvin. Alvin’s wife, Arlene, passed away without a Will. Arlene had two children from a prior marriage, Stuart & Samantha. At the time of Arlene’s […]

Difficult Decision to Place a Loved Ones in a Nursing Home

October 1, 2021 | Elder Law | Estate Planning

By Guest Blogger Adena Twersky, MSW, LSW, Director of Admissions at Daughters of Israel It is a difficult decision to place a loved one in a nursing home. There are many factors to consider. Many people ask when it’s time to consider placement of their loved one in a long-term care facility. It’s certainly a […]

Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 … 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 Next

Where Do You Score on Estate Planning Checklist?

Gift-Tax Exemptions are Treated Differently by IRS and Medicaid

What are Digital Assets in an Estate?

What Is the Best Thing to Do with an Inherited IRA?

What Happens If You Don’t Name Beneficiaries?

How Do I Stop Heirs from Foolishly Wasting Inheritance?

Will I Live Longer, if I Babysit the Grandchildren?

Here’s Why You Need an Estate Plan

Dying without a Will: Who Gets Your Estate?

Difficult Decision to Place a Loved Ones in a Nursing Home

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