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23 Feb 2024, 11:27 am
February 16, 2024 • Volume 5 Issue 217 Reverse Mortgages and Medicaid trusts CLIENT QUESTION: Good morning – An individual’s reverse mortgage guidelines require that the borrower (who is the Grantor of the Medicaid Trust) be the only current beneficiary of the Medicaid trust. [read post]
23 Feb 2024, 11:25 am
February 13, 2024 • Volume 5 Issue 216 Another Inherited IRA distribution question: Hi Lawrence, Regarding your 1/9/24 LISTEN TO LAWRENCE LETTER, I have 3 sons and plan to divide my IRA evenly 3 ways. [read post]
5 Apr 2024, 12:06 pm
April 4, 2024 • Volume 5 Issue 232 Is the home exempt from Medicaid? [read post]
5 Apr 2024, 12:05 pm
April 2, 2024 • Volume 5 Issue 231 SPECIAL NEEDS ALLIANCE RESOURCES The Special Needs Alliance (SNA) is constantly providing extremely helpful tips that address so many crucial topics. [read post]
4 Mar 2024, 7:41 am
February 29, 2024 • Volume 5 Issue 221 The one constant is change….and the estate tax is no exception…read on: CLIENT QUESTION: Hi Lawrence, I just learned of the potential sunsetting of the estate and gift tax exemptions at the end of 2025 and it occurred to me that I’d […] The post The Listen to Lawrence Letter: The Future of Estate and Gift Tax Exemptions appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
4 Mar 2024, 7:39 am
February 27, 2024 • Volume 5 Issue 220 LAW UPDATE The Medicaid eligibility thresholds change every year. [read post]
16 Apr 2024, 6:20 am
Wills and trusts are legal documents that provide instructions for the distribution of your assets after your death. [read post]
11 Aug 2023, 9:07 am
August 10, 2023 • Volume 4 Issue 163 And you get to keep all your benefits…read on: CLIENT QUESTION: I receive a Veterans Tax Exemption and I was wondering if I still qualify for this exemption now that the ownership of this property was transferred to a new family trust […] The post The Listen to Lawrence Letter: Veterans Tax Exemption for a house in a trust appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
29 Sep 2023, 11:29 am
The post Listen to Lawrence: Crucial Documents that Everyone Should Have appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
12 Jun 2023, 11:11 am
March 21, 2023 • Volume 4 Issue 124 Here are two topics we have covered in the past, but are important enough to revisit… CLIENT QUESTION #1 Is the regular IRA & the ROTH IRA protected from nursing homes? [read post]
22 Dec 2023, 8:21 am
December 19, 2023 • Volume 4 Issue 200 Ira distribution rules are complicated…read on: READER QUESTION: My father died this year and named me the sole beneficiary of his IRA. [read post]
19 Jan 2024, 9:44 am
January 9, 2024 • Volume 5 Issue 206 IRA information I received from a client….read on: In my December 19, 2023, LISTEN TO LAWRENCE LETTER (Volume 4, Issue 200), I discussed Required Minimum Distributions (RMDs) from inherited IRAs. [read post]
14 Jul 2023, 8:29 am
July 11, 2023 • Volume 4 Issue 154 Moving on…keep reading: CLIENT QUESTION: I have an irrevocable trust with you for over six years with a mortgage on my home in the trust. [read post]
17 Nov 2023, 8:54 am
November 16, 2023 • Volume 4 Issue 191 There are some simple ways to avoid probate…read on: READER QUESTION: Hi. [read post]
25 Oct 2023, 9:48 am
October 3, 2023 • Volume 4 Issue 178 What can a trustee do? [read post]
31 Aug 2023, 5:23 am
Going through the probate process is difficult for any family. [read post]
12 Jun 2023, 11:00 am
April 20, 2023 • Volume 4 Issue 131 Apparently, I have created confusion…it probably won’t be the last time… CLIENT QUESTION: I found your last letter had me confused. [read post]
19 Jan 2024, 9:50 am
January 18, 2024 • Volume 5 Issue 209 What does my Will really do? [read post]
12 Jun 2023, 11:14 am
March 14, 2023 • Volume 4 Issue 122 Want to know about the paperwork regarding the five-year lookback? [read post]
2 Feb 2024, 8:43 am
January 30, 2024 • Volume 5 Issue 212 Irrevocable trust flexibility CLIENT QUESTION: Good morning. [read post]
