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1 Dec 2023, 11:28 am
November 21, 2023 • Volume 4 Issue 192 Clarification: A couple of my readers questioned something I said in a recent LISTEN TO LAWRENCE LETTER. [read post]
19 Jan 2024, 9:46 am
January 16, 2024 • Volume 5 Issue 208 This article from the Special Needs Alliance (SNA) highlights the importance and benefits of early planning. [read post]
26 Jan 2024, 11:55 am
January 25, 2023 • Volume 5 Issue 211 Medicaid trusts and borrowing from a bank? [read post]
8 Mar 2023, 9:59 am
The post Why you need to word your deeds correctly! [read post]
12 Jun 2023, 11:08 am
April 6, 2023 • Volume 4 Issue 127 Is there an easy way to transfer a house at death? [read post]
10 Nov 2023, 8:22 am
November 9, 2023 • Volume 4 Issue 189 Life estates have pros and cons, but mostly cons…read on: READER QUESTION: Hi Lawrence, My parents’ house is in a life estate with my sister and myself named as remaindermen. [read post]
20 Sep 2023, 12:35 pm
September 12, 2023 • Volume 4 Issue 172 A typical client scenario… CLIENT QUESTION: A question for Lawrence: My understanding is that retirement accounts (IRA, 401K, 403B, Roth) cannot be put in a trust. [read post]
17 Nov 2023, 8:51 am
November 14, 2023 • Volume 4 Issue 190 Another tax basis question…read on: READER QUESTION: Is there tax on selling stock in an irrevocable trust after the grantor has died? [read post]
6 Feb 2023, 1:02 pm
January 31, 2023 • Volume 4 Issue 110 Where did all the workers go? [read post]
29 Sep 2023, 11:06 am
September 26, 2023 • Volume 4 Issue 176 Long-term care insurance is complicated. [read post]
6 Feb 2023, 12:59 pm
January 24, 2023 • Volume 4 Issue 108 Sale of a house with a reverse mortgage…. [read post]
12 Jun 2023, 11:06 am
April 11, 2023 • Volume 4 Issue 128 LIFE ESTATES AND AVOIDING PROBATE CLIENT QUESTION: In one of your recent LISTEN TO LAWRENCE LETTERS you said that you cannot put a beneficiary on a deed to avoid probate. [read post]
12 Jun 2023, 11:15 am
March 9, 2023 • Volume 4 Issue 121 Today’s LISTEN TO LAWRENCE LETTER contains a follow-up to one of last week’s letters. [read post]
12 Jun 2023, 11:13 am
March 17, 2023 • Volume 4 Issue 123 ALERT: NEW MEDICAID INCOME AND ASSET LEVELS Each year New York revises its Medicaid numbers, that is the amount of income and assets a person can keep and still be eligible for Medicaid. [read post]
20 Mar 2024, 10:04 am
March 21, 2024 • Volume 5 Issue 227 MEDICAID AND ROTH IRAs CLIENT QUESTION: Hi Lawrence, We were wondering, if we were to go into a nursing home, could Medicaid take the money from our Roth IRA? [read post]
20 Mar 2024, 10:03 am
March 19, 2024 • Volume 5 Issue 226 The only thing certain is death and taxes…read on: CLIENT QUESTION: I am 79 years old and have been satisfying the RMD (required minimum distribution) on my IRAs each year. [read post]
20 Mar 2024, 10:02 am
March 14, 2024 • Volume 5 Issue 225 Gifts from trusts… CLIENT QUESTION: My daughter is the trustee and beneficiary of my irrevocable Medicaid trust which you created for me. [read post]
20 Mar 2024, 9:57 am
March 5, 2024 • Volume 5 Issue 222 Trusts do not solve everything….read on: READER QUESTION: I am a senior and would like to sell my home in the near future and pass the proceeds to my son and daughter. [read post]
23 Feb 2024, 11:30 am
February 22, 2024 • Volume 5 Issue 219 What’s in a name? [read post]
23 Feb 2024, 11:29 am
February 20, 2024 • Volume 5 Issue 218 A practical question about a stock portfolio in a MEDICAID TRUST. [read post]
