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22 Oct 2023, 6:00 pm
In my post last week I addressed a common question concerning the process of administering the estate of someone who has died. [read post]
17 Sep 2023, 6:00 pm
In last week’s post I continued to tell you about a Medicaid application which our client characterized as easy but turned out to be not so much. [read post]
7 Apr 2024, 6:00 pm
The last 2 weeks I have written about the increasing number of estate administration matters in our office in which there was no will and it is not clear who the heirs are. [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]
6 Oct 2024, 6:00 pm
In my blog post last week, I explained the elements of a validly executed will. [read post]
26 Mar 2023, 6:00 pm
As many readers of this blog know, our office concentrates much of our practice on long term care planning as well as estate planning, including planning for younger families. [read post]
20 Apr 2025, 6:00 pm
In the past 4 blog posts, I have been discussing how to access a deceased owner’s bank or brokerage account. [read post]
8 Apr 2018, 9:51 pm
I've blogged a lot over the years on the rules for government efforts to unlock encrypted devices such as phones and computer hard drives. [read post]
22 Jan 2023, 5:00 pm
As I have written about often recently, the State has raised the bar significantly in terms of what an applicant needs to produce and explain in order to qualify for Medicaid. [read post]
23 Jul 2023, 6:00 pm
Over the years I have written a number of blog posts about the reasons everyone should have a will and more specifically a formal one. [read post]
23 Apr 2023, 6:00 pm
In my post last week I told you about a financial scam involving artificial intelligence (AI). [read post]
2 Feb 2025, 5:00 pm
In this third post of three I continue with the story of a call we received about an unmarried couple who owned real estate together. [read post]
11 Aug 2024, 6:00 pm
A recent caller asked me to confirm a change he said he read about relating to required minimum distributions from an inherited IRA. [read post]
4 May 2025, 6:00 pm
In my blog post last week I began to answer a very common question, “How do I transfer title to a motor vehicle of a deceased owner? [read post]
21 May 2023, 6:00 pm
Whenever I talk to families about how to get Medicaid approved, there are so many elements to a successful application and so many confusing requirements that the tendency is to relax a bit, thinking the job is done when we first get the application approved. [read post]
19 Feb 2023, 5:00 pm
There was a movie released a couple of years ago with Rosalind Pike called “I Care A Lot”. [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]
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]
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]
30 Mar 2025, 6:00 pm
Last week I addressed a question we get frequently in our office – how to access the financial account of a loved one who has died. [read post]
