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27 Jul 2023, 9:42 am
July 25, 2023 • Volume 4 Issue 158 You should not believe everything you read but you should LISTEN TO LAWRENCE…read on: CLIENT QUESTION: I just read an article in Kiplingers (https://www.kiplinger.com/retirement/irs-changed-rules-on-your-childrens-inheritance) about the new Revenue Ruling 2023-2 that affects irrevocable trusts. [read post]
5 Apr 2024, 12:00 pm
March 22, 2024 • Volume 5 Issue 228 THE CTA IS HERE – BUT WILL IT STAY? [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]
8 Mar 2023, 9:54 am
The post Community Medicaid Update appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
16 Nov 2023, 5:22 am
A power of attorney (POA) is a powerful tool that allows individuals to delegate authority over their affairs to trusted agents. [read post]
15 Feb 2024, 6:27 am
An estate plan provides a number of important benefits. [read post]
14 Jul 2023, 8:26 am
July 6, 2023 • Volume 4 Issue 153 A practical solution to the problem (discussed in one of my recent LISTEN TO LAWRENCE LETTERS – June 29th, Issue 151) of banks giving you a hard time when you want to transfer your CD into a trust. [read post]
8 Mar 2023, 10:04 am
The post What is a Pooled Income Trust? [read post]
8 Mar 2023, 10:08 am
The post What is a Trust? [read post]
8 Mar 2023, 10:06 am
The post What is a Trust? [read post]
29 Sep 2023, 11:24 am
The post Listen to Lawrence: Medicaid Recertifications appeared first on Davidow, Davidow, Siegel & Stern, LLP. [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]
29 Mar 2024, 2:49 pm
Background of Medicaid Law and Its Coverage Dealing with government services can be complex and frustrating. [read post]
26 Apr 2024, 10:14 am
April 25, 2024 • Volume 5 Issue 238 ALERT SSI CHANGES ITS RULES FOR THE BETTER SSI is Supplemental Security Income. [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]
4 Aug 2023, 11:58 am
August 1, 2023 • Volume 4 Issue 160 It is time to plan…actually, yesterday was. [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]
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]
