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18 Aug 2024, 6:00 pm
In last week’s post, I wrote about the SECURE Act, specifically the change that for most beneficiaries does away with the ability to stretch out the time period by which funds must be withdrawn from these accounts. [read post]
3 Mar 2024, 5:00 pm
In some respects, naming a non-U.S. citizen as a beneficiary of your estate is no different than naming a U.S. citizen (with the exception of a spouse). [read post]
16 Jun 2024, 6:00 pm
A recent Wall Street Journal article about a fight over a $1 million dollar retirement account reminded me of a similar case I had in my office 25 years ago. [read post]
22 Sep 2024, 6:00 pm
In last week’s post I talked about Social Security. [read post]
20 Oct 2024, 6:00 pm
When we get to the end of the year, it’s time to look ahead to what numbers may change in 2025 for the government programs from which our clients receive benefits. [read post]
18 Dec 2022, 4:44 pm
Last week I started to tell you about the Medicaid estate recovery process in which the State attempts to recover from the estates of deceased Medicaid recipients, benefits it paid out. [read post]
30 Jul 2023, 6:00 pm
In my post last week I wrote about the trial in the matter of Aretha Franklin’s estate to determine which of two handwritten wills would be admitted as her last will. [read post]
1 Oct 2023, 6:00 pm
In my blog post last week I addressed the differences between types of facilities and the confusion I see when someone tells me the type of facility they are looking at for a loved one – or they think they are looking at. [read post]
14 May 2023, 6:00 pm
In this third post of three, I go back to the problem caused by the death of an owner of real estate and the subsequent deaths of the next two people who were to inherit that property. [read post]
13 Aug 2023, 6:00 pm
As I wrote in my post last week, our client is executor of the estate of a decedent who owned 100% of his home – at least that is what the most recent deed shows. [read post]
7 Dec 2017, 1:07 pm
"Residence in tax law delineates the boundaries of distributive justice, and whereas corporations cannot be parties to a scheme of distributive justice, corporate residence is a misnomer. [read post]
8 Oct 2023, 6:00 pm
In this third post of three, I continue to discuss why understanding the type of facility you are considering is so important. [read post]
26 Dec 2022, 5:02 am
In this third post of three I finish telling you about the estate recovery problem we encountered with one of our clients. [read post]
26 Nov 2023, 5:00 pm
We received a call some weeks ago from a caller named John, whose mother was in a nursing facility. [read post]
1 Dec 2024, 5:00 pm
In my blog post last week, I addressed a common question about Medicaid when someone owns two homes. [read post]
12 Mar 2023, 5:20 pm
In this week’s blog post I return to the topic of Medicaid. [read post]
31 Jan 2024, 8:32 am
12 Feb 2023, 5:00 pm
In last week’s post I distinguished the terms “personal guarantor” and “responsible party” which are found in most long term care facility contracts. [read post]
3 Nov 2024, 5:00 pm
In my post last week, I explained the concept of an in terrorem clause. [read post]
13 Oct 2024, 6:00 pm
In my last 2 blog posts I have explained the elements of a last will and testament. [read post]
