Search for: "davidowlaw.com"
Results 81 - 100
of 124
Sorted by Relevance
|
Sort by Date
23 Jun 2023, 10:38 am
June 20, 2023 • Volume 4 Issue 148 After the sale…now what? [read post]
21 Jul 2023, 10:41 am
July 18, 2023 • Volume 4 Issue 156 What is all the fuss about the five-year look-back? [read post]
14 Jul 2023, 8:34 am
July 13, 2023 • Volume 4 Issue 155 A Medicaid look-back exception…read on: CLIENT QUESTION: I have a question about my home. [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]
6 Feb 2023, 1:06 pm
February 7, 2023 • Volume 4 Issue 112 This is a question that I have answered before but let’s do it again because it is fundamental to appreciating your planning options…. [read post]
27 Jul 2023, 9:48 am
July 27, 2023 • Volume 4 Issue 159 This is a follow-up question to the last LISTEN TO LAWRENCE LETTER that went out this past Tuesday, Issue 158. [read post]
19 Jun 2023, 10:16 am
June 13, 2023 • Volume 4 Issue 146 My last Listen to Lawrence Letter discussed Special Needs Trusts and Income Tax so I thought I’d follow up by sending this article which is so closely related. [read post]
31 Oct 2023, 6:16 am
As we move through the progression of life, there may come a time when we need to assist family members who are unable to tend to their own affairs in an effective manner. [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]
23 Jun 2023, 10:50 am
June 22, 2023 • Volume 4 Issue 149 You get what you pay for…read on: READER QUESTION: To protect my house as an asset, my attorney drafted/created what is colloquially known as “a poor man’s trust” where my two sons and I are now listed on the deed and […] The post The Listen to Lawrence Letter: A “poor man’s” trust and the capital gains exclusion appeared first on Davidow, Davidow, Siegel & Stern, LLP. [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]
12 Jun 2023, 11:10 am
March 23, 2023 • Volume 4 Issue 125 Today we are discussing a follow-up question from my last LISTEN TO LAWRENCE LETTER. [read post]
12 Jun 2023, 11:04 am
April 13, 2023 • Volume 4 Issue 129 Another avoiding probate question, in response to my recent LISTEN TO LAWRENCE LETTER regarding the fact that you cannot avoid probate by putting a beneficiary on a deed in New York. [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]
19 Jun 2023, 10:18 am
June 15, 2023 • Volume 4 Issue 147 Feel free to move around… CLIENT QUESTION: Hi Mr. [read post]
6 Feb 2023, 1:05 pm
February 2, 2023 • Volume 4 Issue 111 It is all about ongoing client service… READER QUESTION: Hi! [read post]
15 Dec 2023, 10:58 am
December 12, 2023 • Volume 4 Issue 198 Estate planning is not a solo sport. [read post]
3 Nov 2023, 8:42 am
October 31, 2023 • Volume 4 Issue 186 Sometimes the best advice is to do nothing…which was the point. [read post]
3 Nov 2023, 8:46 am
November 2, 2023 • Volume 4 Issue 187 This article from the Special Needs Alliance (SNA) discusses how important establishing a Special Needs Trust is but also emphasizes and explains why it is just one part of your overall estate plan. [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]
