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15 Feb 2024, 6:27 am
An estate plan provides a number of important benefits. [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]
26 Jul 2024, 9:24 am
July 9, 2024 • Volume 5 Issue 259 When you have no one to appoint…read on: CLIENT QUESTION: Question for Lawrence: who to name as trustee if no trusted close friend or family member? [read post]
31 Dec 2024, 9:27 am
The New Year – 2025 – is here! [read post]
1 Jul 2024, 9:21 am
June 27, 2024 • Volume 5 Issue 256 An insurance question… Read on: CLIENT QUESTION: You created an irrevocable Medicaid trust for me and now I notice that my homeowner’s insurance is still in our name and not in the name of the Trust. [read post]
16 May 2025, 8:30 am
Financial exploitation occurs when a person misuses or takes the assets of someone for their own personal benefit. [read post]
13 Jun 2025, 11:59 am
June 3, 2025 • Volume 6 Issue 352 Gifts and Medicaid….read on: READER QUESTION: My question is, if I gift my children money, will that, in any way, be subjected to a 5-year lookback? [read post]
16 May 2025, 9:15 am
May 8, 2025 • Volume 6 Issue 345 Medicaid trusts and capital gains….read on: READER QUESTION: In a situation where the house was put in an irrevocable Medicaid trust right after the death of the first spouse, how are the capital gains handled when the surviving spouse passes? [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]
6 Dec 2024, 10:29 am
December 5, 2024 • Volume 5 Issue 302 Confusion about income…read on: READER QUESTION: I get a stipend from the VA each month. [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]
25 Oct 2023, 9:48 am
October 3, 2023 • Volume 4 Issue 178 What can a trustee do? [read post]
7 Jun 2024, 11:36 am
June 6, 2024 • Volume 5 Issue 250 Capital Gain Confusion… READER QUESTION: Could Lawrence address any new laws that were passed in 2023 that relate to capital gains taxes and the step-up in basis that makes it not advantageous to put a home in an irrevocable trust. [read post]
6 Feb 2023, 1:02 pm
January 31, 2023 • Volume 4 Issue 110 Where did all the workers go? [read post]
21 Jun 2024, 10:51 am
June 18, 2024 • Volume 5 Issue 253 Medicaid income test…read on: CLIENT QUESTION: You created a trust for my husband and me several years ago. [read post]
22 Nov 2024, 10:53 am
November 21, 2024 • Volume 5 Issue 298 What to do with a naughty trustee…read on: CLIENT QUESTION: You created my irrevocable MEDICAID trust for my home and my children are the trustees. [read post]
27 Aug 2024, 8:26 am
August 20, 2024 • Volume 5 Issue 271 Adding to a trust later…read on: CLIENT QUESTION: My husband and I put our house in an irrevocable Medicaid trust with your firm about 5 years ago. [read post]
24 Sep 2024, 12:39 pm
August 29, 2024 • Volume 5 Issue 274 Later transfers into a Medicaid irrevocable trust…read on: CLIENT QUESTION: Sir, I hope all is well with you, your family, and the folks at your office. [read post]
24 Jan 2025, 9:07 am
January 21, 2025 • Volume 6 Issue 315 CLIENT QUESTION: Good morning – Attended one of your seminars and it was most interesting and informative. [read post]
24 Apr 2025, 9:12 am
April 24, 2025 • Volume 6 Issue 341 Gift tax confusion…read on: READER QUESTION: My son and I have a joint savings account. [read post]
