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The Listen to Lawrence Letter: SNA Article – Designing and Implementing Annual Meetings for an Effective Special Needs Plan
2 Feb 2024, 8:45 am by davidowlaw.com
February 1, 2024 • Volume 5 Issue 213 Here’s another article from the Special Needs Alliance (SNA) that is definitely worth sharing. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: Can a trustee use funds from a trust to pay bills?
20 Mar 2024, 10:00 am by davidowlaw.com
March 12, 2024 • Volume 5 Issue 224 LET’S DO THIS AGAIN. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: SNA Article – Common mistakes that are made in Special Needs Planning
20 Mar 2024, 9:59 am by davidowlaw.com
March 7, 2024 • Volume 5 Issue 223 This article from the Special Needs Alliance (SNA) lists some of the most common mistakes that are made when it comes to Special Needs Planning for a loved one. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: Three Ways to Avoid a Reduction in SSI Benefits
5 Apr 2024, 11:58 am by davidowlaw.com
March 27, 2024 • Volume 5 Issue 229 I’m passing along another article from the Special Needs Alliance (SNA) that carefully outlines the ways to ensure that you do not have your SSI Benefits decreased. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: If you move out of state is your NY estate planning still valid?
24 May 2024, 7:15 am by davidowlaw.com
May 21, 2024 • Volume 5 Issue 245 For those of you who have left the center of the universe: CLIENT QUESTION: Hi, I am currently living in South Carolina, formerly a Long Islander. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: Here we go again! Irrevocable Trust Rules
24 May 2024, 7:11 am by davidowlaw.com
May 16, 2024 • Volume 5 Issue 244 HERE WE GO AGAIN…Read on: CLIENT QUESTION: My Mom has an irrevocable trust, her primary residence is in the trust. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: If I put my house in an irrevocable trust, upon my passing how would the trustee pay for any expenses?
25 Aug 2023, 10:53 am by davidowlaw.com
August 22, 2023 • Volume 4 Issue 166 Well, you can’t get blood out of a stone… CLIENT QUESTION: If I put my house, and only my house in an irrevocable trust without any other funds, upon my passing how would the trustee pay for any expenses that may arise […] The post The Listen to Lawrence Letter: If I put my house in an irrevocable trust, upon my passing how would the trustee pay for any expenses? [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: Does Medicaid require me to pay 10 years of RMDs up front before I enter a nursing home?
20 Sep 2023, 12:40 pm by davidowlaw.com
September 19, 2023 • Volume 4 Issue 174 Retirement plans and Medicaid are tricky….read on. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: Does the trust have any effect on accounts that have beneficiaries and how I distribute my jewelry?
20 Sep 2023, 12:42 pm by davidowlaw.com
September 21, 2023 • Volume 4 Issue 175 Trusts have some limitations….read on. [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/
The Listen to Lawrence Letter: After the sale of my home, where can I put the money if I have an irrevocable trust?
25 Oct 2023, 10:06 am by davidowlaw.com
October 17, 2023 • Volume 4 Issue 182 Questions after the sale? [read post]
The Listen to Lawrence Letter - https://davidowlaw.com/blog/