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17 Oct 2024, 12:22 pm
October 15, 2024 • Volume 5 Issue 287 Confusion worth talking about again…read on: CLIENT QUESTION: I thought that RMDs were not required from a Roth IRA. [read post]
28 Mar 2025, 10:24 am
March 25, 2025 • Volume 6 Issue 332 A gift tax question…read on CLIENT QUESTION: Thank you for all the information you give us. [read post]
14 Jun 2024, 9:12 am
Creating a will is a fundamental part of estate planning, ensuring that your wishes regarding the distribution of your assets and the care of any minor children are honored after your death. [read post]
31 Mar 2025, 5:50 am
The number of Americans living past age 65 has exponentially increased over the past few decades and will continue to grow over the next few years. [read post]
24 Apr 2025, 9:11 am
April 22, 2025 • Volume 6 Issue 340 Another capital gain exclusion question….read on: READER QUESTION: Please clarify the $250,000 vs $500,000 exclusion upon the sale of my principal residence. [read post]
20 Mar 2024, 10:03 am
March 19, 2024 • Volume 5 Issue 226 The only thing certain is death and taxes…read on: CLIENT QUESTION: I am 79 years old and have been satisfying the RMD (required minimum distribution) on my IRAs each year. [read post]
24 Sep 2024, 12:42 pm
September 5, 2024 • Volume 5 Issue 276 Perhaps I can straighten out some confusion…Read On: CLIENT QUESTION: I was reading Lawrence’s latest Listen to Lawrence Letter (Tuesday, 9/3/24 Vol. 5, Issue 275) and I could swear that he has ALWAYS advocated for a second trust when items need to be added […] The post The Listen to Lawrence Letter: Straightening out Confusion with Second Trusts appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
4 Mar 2024, 7:41 am
February 29, 2024 • Volume 5 Issue 221 The one constant is change….and the estate tax is no exception…read on: CLIENT QUESTION: Hi Lawrence, I just learned of the potential sunsetting of the estate and gift tax exemptions at the end of 2025 and it occurred to me that I’d […] The post The Listen to Lawrence Letter: The Future of Estate and Gift Tax Exemptions appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
22 Dec 2023, 8:21 am
December 19, 2023 • Volume 4 Issue 200 Ira distribution rules are complicated…read on: READER QUESTION: My father died this year and named me the sole beneficiary of his IRA. [read post]
26 Jan 2024, 11:55 am
January 25, 2023 • Volume 5 Issue 211 Medicaid trusts and borrowing from a bank? [read post]
14 Mar 2025, 8:59 am
March 11, 2025 • Volume 6 Issue 328 ALERT 2025 GIFT TAX ANNUAL EXCLUSION The new amount that you can gift without any gift tax ramifications is $19,000 per person, per year, up $1000 from last year. [read post]
1 May 2025, 10:20 am
April 29, 2025 • Volume 6 Issue 342 This is a follow-up to my last Listen to Lawrence Letter from April 24th, Volume 6 Issue 341. [read post]
20 Mar 2024, 10:02 am
March 14, 2024 • Volume 5 Issue 225 Gifts from trusts… CLIENT QUESTION: My daughter is the trustee and beneficiary of my irrevocable Medicaid trust which you created for me. [read post]
6 Dec 2024, 10:29 am
December 3, 2024 • Volume 5 Issue 301 A tax basis question…read on: READER QUESTION: Good morning Mr. [read post]
1 Nov 2024, 12:33 pm
October 31, 2024 • Volume 5 Issue 292 Naming the estate as beneficiary of an IRA? [read post]
8 Mar 2023, 9:59 am
The post Why you need to word your deeds correctly! [read post]
23 Feb 2024, 11:29 am
February 20, 2024 • Volume 5 Issue 218 A practical question about a stock portfolio in a MEDICAID TRUST. [read post]
13 Jun 2025, 12:03 pm
June 12, 2025 • Volume 6 Issue 355 MEDICAL AID IN DYING LAW A new bill is heading to the New York Governor’s desk for signing regarding MEDICAL AID IN DYING. [read post]
13 Jun 2025, 12:02 pm
June 10, 2025 • Volume 6 Issue 354 Do you want to help your grandchild go to college? [read post]
13 Jun 2025, 12:00 pm
June 5, 2025 • Volume 6 Issue 353 Can’t families just get along? [read post]
