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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]
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]
8 Dec 2023, 11:22 am
December 7, 2023 • Volume 4 Issue 197 Trusts are very flexible…read on: READER QUESTION: My wife and I are contemplating putting whatever assets we can into a trust. [read post]
4 Aug 2023, 12:01 pm
August 3, 2023 • Volume 4 Issue 161 Here’s the latest article from the Special Needs Alliance (SNA) that I’d like to share. [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]
12 Jun 2023, 11:02 am
April 18, 2023 • Volume 4 Issue 130 As you know, from time to time I like to share relevant articles from the website of the Special Needs Alliance (SNA) which is an organization I’m proud to be associated with as a member and co-founder. [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]
10 Nov 2023, 8:20 am
November 7, 2023 • Volume 4 Issue 188 Timing is everything…read on: CLIENT QUESTION: Presently, I am age 75 and my husband is age 87. [read post]
18 Aug 2023, 11:01 am
August 15, 2023 • Volume 4 Issue 164 Some of the most commonly asked questions I receive have to do with trusts and taxes. [read post]
30 Jun 2023, 7:11 am
June 27, 2023 • Volume 4 Issue 150 The last bite at the apple… CLIENT QUESTION: Dear Lawrence, Thank you for providing this information which is most helpful. [read post]
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, 10:21 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]
20 Mar 2024, 10:00 am
March 12, 2024 • Volume 5 Issue 224 LET’S DO THIS AGAIN. [read post]
