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9 Feb 2024, 7:55 am
February 6, 2024 • Volume 5 Issue 214 A question about pre-paying your funeral costs….read on: CLIENT QUESTION: Hi Lawrence, I saw your piece this morning and wanted to ask a serious question about the disposal of my remains. [read post]
2 Feb 2024, 8:45 am
February 1, 2024 • Volume 5 Issue 213 Here’s another article from the Special Needs Alliance (SNA) that is definitely worth sharing. [read post]
2 Feb 2024, 8:43 am
January 30, 2024 • Volume 5 Issue 212 Irrevocable trust flexibility CLIENT QUESTION: Good morning. [read post]
31 Jan 2024, 8:52 am
Creating a trust is a powerful and versatile tool for managing and distributing assets, offering individuals in New York a flexible way to protect their wealth and provide for their loved ones. [read post]
26 Jan 2024, 11:55 am
January 25, 2023 • Volume 5 Issue 211 Medicaid trusts and borrowing from a bank? [read post]
26 Jan 2024, 11:52 am
January 23, 2024 • Volume 5 Issue 210 ASSETS OF THE STAY-AT-HOME SPOUSE CLIENT QUESTION: In a prior LISTEN TO LAWRENCE LETTER, you talked about the income of the stay-at-home spouse with the other spouse applying for Medicaid when entering a nursing home. [read post]
19 Jan 2024, 9:50 am
January 18, 2024 • Volume 5 Issue 209 What does my Will really do? [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]
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]
5 Jan 2024, 9:53 am
January 4, 2023 • Volume 5 Issue 205 A spousal income question…read on: CLIENT QUESTION: Lawrence, my question today is: If my spouse needs to go into a nursing home, does Medicaid allow me, the at-home spouse to keep any money from my RMDs and my Social Security? [read post]
5 Jan 2024, 9:52 am
January 2, 2024 • Volume 5 Issue 204 Who should be paying the house expenses…read on… READER QUESTION: If I have my house in an Irrevocable trust (to shield from Medicaid) must I pay house expenses (Re: taxes, maintenance) from funds inside the trust or can I use funds that […] The post The Listen to Lawrence Letter: Who should be paying the house expenses? [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]
15 Dec 2023, 11:00 am
December 14, 2023 • Volume 4 Issue 199 We’re planning for next year… Hopefully, by now, most of you know that we hold monthly seminars in our conference room. [read post]
15 Dec 2023, 10:58 am
December 12, 2023 • Volume 4 Issue 198 Estate planning is not a solo sport. [read post]
8 Dec 2023, 11:22 am
December 7, 2023 • Volume 4 Issue 197 Trusts are very flexible…read on: READER QUESTION: My wife and I are contemplating putting whatever assets we can into a trust. [read post]
8 Dec 2023, 11:20 am
December 5, 2023 • Volume 4 Issue 196 AND NOW FOR SOMETHING OUT OF THIS WORLD…. [read post]
1 Dec 2023, 11:32 am
November 30, 2023 • Volume 4 Issue 195 NOTICE The IRS just announced that beginning January 1, 2024, the Gift Tax Annual Exclusion will now be $18,000 (up from $17,000). [read post]
1 Dec 2023, 11:30 am
November 28, 2023 • Volume 4 Issue 194 NOTICE The IRS just announced that beginning January 1, 2024, the new Federal Estate Tax Exemption will be $13,610,000 (increased from $12,920,000 this year). [read post]
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]
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]
