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25 Oct 2023, 10:21 am
October 26, 2023 • Volume 4 Issue 185 Take out your crystal balls: CLIENT QUESTION: Here is a question. [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]
6 Feb 2023, 1:01 pm
January 26, 2023 • Volume 4 Issue 109 Another pooled trust question…read on CLIENT QUESTION: Will a pooled income trust pay for your house expenses (taxes, repairs, etc.) if the house already is in an irrevocable trust? [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]
25 Oct 2023, 10:01 am
October 12, 2023 • Volume 4 Issue 181 Damn, those timeshares… CLIENT QUESTION: Hello Lawrence, While residing in New York, my husband (deceased) and I purchased a timeshare in 1995 which our two children (domiciled in PA) do not want to own after my death. [read post]
The Listen to Lawrence Letter: Preparing Young Adults with Disabilities for College – An SNA article
21 Jul 2023, 10:44 am
July 20, 2023 • Volume 4 Issue 157 This is the perfect time of year to share this article from the SNA (Special Needs Alliance) website… This post was authored by SNA member Beth C. [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]
24 May 2024, 7:15 am
May 21, 2024 • Volume 5 Issue 245 For those of you who have left the center of the universe: CLIENT QUESTION: Hi, I am currently living in South Carolina, formerly a Long Islander. [read post]
24 May 2024, 7:11 am
May 16, 2024 • Volume 5 Issue 244 HERE WE GO AGAIN…Read on: CLIENT QUESTION: My Mom has an irrevocable trust, her primary residence is in the trust. [read post]
31 May 2024, 10:58 am
May 28, 2024 • Volume 5 Issue 247 It is always O.K. to take care of yourself! [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]
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, 12:42 pm
September 21, 2023 • Volume 4 Issue 175 Trusts have some limitations….read on. [read post]
25 Oct 2023, 10:06 am
October 17, 2023 • Volume 4 Issue 182 Questions after the sale? [read post]
