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25 Oct 2023, 10:17 am
October 24, 2023 • Volume 4 Issue 184 Don’t listen to your friends, LISTEN TO LAWRENCE….read on: CLIENT QUESTION: My home is in an Irrevocable Trust set up 7 years ago through your office. [read post]
25 Oct 2023, 10:11 am
October 19, 2023 • Volume 4 Issue 183 Different goals for different times…read on: CLIENT QUESTION: My wife and I are mid-sixties. [read post]
25 Oct 2023, 10:06 am
October 17, 2023 • Volume 4 Issue 182 Questions after the sale? [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]
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]
25 Oct 2023, 9:52 am
October 5, 2023 • Volume 4 Issue 179 Let’s get down to the basis…read on: CLIENT QUESTION: Dear Lawrence, I have always looked forward to reading your answers to other people’s questions. [read post]
25 Oct 2023, 9:48 am
October 3, 2023 • Volume 4 Issue 178 What can a trustee do? [read post]
17 Oct 2023, 5:25 am
Losing a loved one is stressful and difficult for the surviving family members. [read post]
29 Sep 2023, 11:31 am
The post Listen to Lawrence: What exactly is a Life Estate and how does it work? [read post]
29 Sep 2023, 11:30 am
The post Listen to Lawrence: First Consider Long Term Care Insurance 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]
29 Sep 2023, 11:27 am
The post Listen to Lawrence: What is care and case management? [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]
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]
