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12 Jun 2023, 11:15 am
March 9, 2023 • Volume 4 Issue 121 Today’s LISTEN TO LAWRENCE LETTER contains a follow-up to one of last week’s letters. [read post]
24 Sep 2024, 12:45 pm
September 17, 2024 • Volume 5 Issue 279 Revocable trusts and look-backs…read on: CLIENT QUESTION: I have a revocable trust, no children, and one brother. [read post]
19 Apr 2024, 8:45 am
April 16, 2024 • Volume 5 Issue 235 Trustee and Executor Confusion…read on: CLIENT QUESTION: Hi. [read post]
16 Apr 2024, 6:20 am
Wills and trusts are legal documents that provide instructions for the distribution of your assets after your death. [read post]
4 Oct 2024, 8:34 am
October 3, 2024 • Volume 5 Issue 284 Multiple Special Needs Trusts? [read post]
8 Aug 2024, 8:55 am
August 1, 2024 • Volume 5 Issue 266 A long-term care insurance question…read on: CLIENT QUESTION: At what age would you suggest a person take LTCI (Long Term Care Insurance) knowing that payment amounts increase as years go by and perhaps making the payments unaffordable? [read post]
4 Oct 2024, 8:32 am
September 26, 2024 • Volume 5 Issue 282 Required minimum distribution (RMD) questions…read on: CLIENT QUESTIONS: Good Day, 1. [read post]
7 Mar 2025, 11:40 am
February 27, 2025 • Volume 6 Issue 325 Like decanting a fine wine…..read on: CLIENT QUESTION: Good morning – Will decanting a Medicaid Asset Protection Trust to remove an acting trustee restart the 5-year look-back period for Medicaid? [read post]
7 Jun 2024, 11:35 am
June 4, 2024 • Volume 5 Issue 249 Medicaid trusts are very flexible…read on: CLIENT QUESTION: Under what scenario would my Irrevocable Medicaid Trust pay out money to children? [read post]
9 Feb 2024, 7:55 am
February 6, 2024 • Volume 5 Issue 214 A question about pre-paying your funeral costs….read on: CLIENT QUESTION: Hi Lawrence, I saw your piece this morning and wanted to ask a serious question about the disposal of my remains. [read post]
19 Jul 2024, 9:20 am
Estate planning is a crucial process that ensures your assets are distributed according to your wishes after your death while also minimizing tax burdens and legal complications for your heirs. [read post]
17 Oct 2024, 12:21 pm
October 10, 2024 • Volume 5 Issue 286 Surviving Spouse wants to sell. [read post]
4 Aug 2023, 11:58 am
August 1, 2023 • Volume 4 Issue 160 It is time to plan…actually, yesterday was. [read post]
29 Sep 2023, 11:06 am
September 26, 2023 • Volume 4 Issue 176 Long-term care insurance is complicated. [read post]
17 Oct 2023, 5:25 am
Losing a loved one is stressful and difficult for the surviving family members. [read post]
2 Feb 2024, 8:43 am
January 30, 2024 • Volume 5 Issue 212 Irrevocable trust flexibility CLIENT QUESTION: Good morning. [read post]
16 May 2025, 9:13 am
May 6, 2025 • Volume 6 Issue 344 Joint accounts and Medicaid….read on: READER QUESTION: My sister and I (ages 77 and 74 respectively) have joint savings and checking accounts and I also have my own separate accounts. [read post]
18 Aug 2023, 11:03 am
August 17, 2023 • Volume 4 Issue 165 The most common question we get…read on: QUESTION: Hi Lawrence. [read post]
23 Feb 2024, 11:30 am
February 22, 2024 • Volume 5 Issue 219 What’s in a name? [read post]
5 Apr 2024, 12:06 pm
April 4, 2024 • Volume 5 Issue 232 Is the home exempt from Medicaid? [read post]
