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29 Sep 2023, 11:24 am
The post Listen to Lawrence: Medicaid Recertifications appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
29 Sep 2023, 11:08 am
September 28, 2023 • Volume 4 Issue 177 I can’t imagine living anywhere but New York, but it happens. [read post]
29 Sep 2023, 11:06 am
September 26, 2023 • Volume 4 Issue 176 Long-term care insurance is complicated. [read post]
20 Sep 2023, 12:42 pm
September 21, 2023 • Volume 4 Issue 175 Trusts have some limitations….read on. [read post]
20 Sep 2023, 12:40 pm
September 19, 2023 • Volume 4 Issue 174 Retirement plans and Medicaid are tricky….read on. [read post]
20 Sep 2023, 12:37 pm
September 14, 2023 • Volume 4 Issue 173 A follow-up question regarding retirement plans and Medicaid: Read on… CLIENT QUESTION: I have an irrevocable Medicaid Trust with you. [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]
7 Sep 2023, 10:01 am
September 7, 2023 • Volume 4 Issue 171 Something to think about when opening a new account…read on: CLIENT QUESTION: I would like to open a brokerage account but I am not sure whether to open it up as an individual account or joint account (with either my mother or […] The post The Listen to Lawrence Letter: What’s the best way to set up a brokerage account? [read post]
7 Sep 2023, 9:59 am
September 5, 2023 • Volume 4 Issue 170 All contingencies must be addressed…read on: CLIENT QUESTION: My wife and I have a Will through your office as to what we want to be done if one of us dies. [read post]
1 Sep 2023, 9:01 am
August 31, 2023 • Volume 4 Issue 169 Simple answers are the best…read on: CLIENT QUESTION: Lawrence Davidow set up an irrevocable trust for me many years ago. [read post]
1 Sep 2023, 8:51 am
August 29, 2023 • Volume 4 Issue 168 I am not a Social Security expert, but I know many of my clients have questions about their Social Security benefits. [read post]
31 Aug 2023, 5:23 am
Going through the probate process is difficult for any family. [read post]
25 Aug 2023, 10:55 am
August 24, 2023 • Volume 4 Issue 167 An interesting power of attorney question…read on: CLIENT QUESTION: I signed my new power of attorney in your office a couple of years ago, picking my son as my agent. [read post]
25 Aug 2023, 10:53 am
August 22, 2023 • Volume 4 Issue 166 Well, you can’t get blood out of a stone… CLIENT QUESTION: If I put my house, and only my house in an irrevocable trust without any other funds, upon my passing how would the trustee pay for any expenses that may arise […] The post The Listen to Lawrence Letter: If I put my house in an irrevocable trust, upon my passing how would the trustee pay for any expenses? [read post]
18 Aug 2023, 11:03 am
August 17, 2023 • Volume 4 Issue 165 The most common question we get…read on: QUESTION: Hi Lawrence. [read post]
18 Aug 2023, 11:01 am
August 15, 2023 • Volume 4 Issue 164 Some of the most commonly asked questions I receive have to do with trusts and taxes. [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]
11 Aug 2023, 9:02 am
August 8, 2023 • Volume 4 Issue 162 Want to get confused? [read post]
4 Aug 2023, 12:01 pm
August 3, 2023 • Volume 4 Issue 161 Here’s the latest article from the Special Needs Alliance (SNA) that I’d like to share. [read post]
4 Aug 2023, 11:58 am
August 1, 2023 • Volume 4 Issue 160 It is time to plan…actually, yesterday was. [read post]
