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10 Nov 2023, 8:22 am
November 9, 2023 • Volume 4 Issue 189 Life estates have pros and cons, but mostly cons…read on: READER QUESTION: Hi Lawrence, My parents’ house is in a life estate with my sister and myself named as remaindermen. [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]
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]
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]
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]
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]
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, 10:11 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]
25 Oct 2023, 10:06 am
October 17, 2023 • Volume 4 Issue 182 Questions after the sale? [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]
25 Oct 2023, 9:54 am
October 10, 2023 • Volume 4 Issue 180 A follow-up on our tax basis discussion from my LISTEN TO LAWRENCE LETTER, Volume 4, Issue 179. [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]
25 Oct 2023, 9:48 am
October 3, 2023 • Volume 4 Issue 178 What can a trustee do? [read post]
17 Oct 2023, 5:25 am
Losing a loved one is stressful and difficult for the surviving family members. [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]
29 Sep 2023, 11:30 am
The post Listen to Lawrence: First Consider Long Term Care Insurance appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
29 Sep 2023, 11:29 am
The post Listen to Lawrence: Crucial Documents that Everyone Should Have appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
29 Sep 2023, 11:27 am
The post Listen to Lawrence: What is care and case management? [read post]
29 Sep 2023, 11:24 am
The post Listen to Lawrence: Medicaid Recertifications appeared first on Davidow, Davidow, Siegel & Stern, LLP. [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]
