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12 Jun 2023, 11:13 am
March 17, 2023 • Volume 4 Issue 123 ALERT: NEW MEDICAID INCOME AND ASSET LEVELS Each year New York revises its Medicaid numbers, that is the amount of income and assets a person can keep and still be eligible for Medicaid. [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]
30 Jun 2023, 7:46 am
Losing a loved one is difficult for any friend or family member. [read post]
10 Nov 2023, 8:22 am
November 9, 2023 • Volume 4 Issue 189 Life estates have pros and cons, but mostly cons…read on: READER QUESTION: Hi Lawrence, My parents’ house is in a life estate with my sister and myself named as remaindermen. [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]
17 Nov 2023, 8:51 am
November 14, 2023 • Volume 4 Issue 190 Another tax basis question…read on: READER QUESTION: Is there tax on selling stock in an irrevocable trust after the grantor has died? [read post]
29 Sep 2023, 11:06 am
September 26, 2023 • Volume 4 Issue 176 Long-term care insurance is complicated. [read post]
6 Feb 2023, 12:59 pm
January 24, 2023 • Volume 4 Issue 108 Sale of a house with a reverse mortgage…. [read post]
6 Feb 2023, 1:02 pm
January 31, 2023 • Volume 4 Issue 110 Where did all the workers go? [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, 11:28 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]
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]
26 Jan 2024, 11:55 am
January 25, 2023 • Volume 5 Issue 211 Medicaid trusts and borrowing from a bank? [read post]
8 Mar 2023, 9:59 am
The post Why you need to word your deeds correctly! [read post]
12 Jun 2023, 11:08 am
April 6, 2023 • Volume 4 Issue 127 Is there an easy way to transfer a house at death? [read post]
11 Aug 2023, 9:02 am
August 8, 2023 • Volume 4 Issue 162 Want to get confused? [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]
25 Oct 2023, 9:54 am
October 10, 2023 • Volume 4 Issue 180 A follow-up on our tax basis discussion from my LISTEN TO LAWRENCE LETTER, Volume 4, Issue 179. [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]
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]
