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5 Apr 2024, 12:00 pm
March 22, 2024 • Volume 5 Issue 228 THE CTA IS HERE – BUT WILL IT STAY? [read post]
27 Jul 2023, 9:42 am
July 25, 2023 • Volume 4 Issue 158 You should not believe everything you read but you should LISTEN TO LAWRENCE…read on: CLIENT QUESTION: I just read an article in Kiplingers (https://www.kiplinger.com/retirement/irs-changed-rules-on-your-childrens-inheritance) about the new Revenue Ruling 2023-2 that affects irrevocable trusts. [read post]
1 Sep 2023, 8:51 am
August 29, 2023 • Volume 4 Issue 168 I am not a Social Security expert, but I know many of my clients have questions about their Social Security benefits. [read post]
8 Mar 2023, 9:54 am
The post Community Medicaid Update appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
21 Feb 2025, 12:16 pm
February 20, 2025 • Volume 6 Issue 323 Changing trust terms….read on: CLIENT QUESTION: My husband and son both passed away. [read post]
21 Feb 2025, 12:11 pm
February 11, 2025 • Volume 6 Issue 320 It will work in a pinch…..read on: CLIENT QUESTION: I have been helping an elderly long-time friend whose life has been complicated by the death of her husband, and her health issues. [read post]
8 Mar 2023, 10:06 am
The post What is a Trust? [read post]
26 Jul 2024, 9:24 am
July 9, 2024 • Volume 5 Issue 259 When you have no one to appoint…read on: CLIENT QUESTION: Question for Lawrence: who to name as trustee if no trusted close friend or family member? [read post]
4 Oct 2024, 8:33 am
October 1, 2024 • Volume 5 Issue 283 Confusion with IRAs…read on: CLIENT QUESTION: If I have multiple Roth IRAs at several different banks, all opened at different times, in different years, does the 5-year lookback vary per IRA? [read post]
28 Jun 2024, 9:18 am
In recent years, the advent of digital technology has transformed numerous aspects of our daily lives, including how we handle legal matters such as estate planning. [read post]
10 May 2024, 9:00 am
May 7, 2024 • Volume 5 Issue 241 After the sale…read on: CLIENT QUESTION: I created an irrevocable Medicaid trust with your firm years ago, funding it with my condo. [read post]
13 Dec 2024, 12:53 pm
December 10, 2024 • Volume 5 Issue 303 Buying up? [read post]
26 Apr 2024, 10:14 am
April 25, 2024 • Volume 5 Issue 238 ALERT SSI CHANGES ITS RULES FOR THE BETTER SSI is Supplemental Security Income. [read post]
14 Jul 2023, 8:26 am
July 6, 2023 • Volume 4 Issue 153 A practical solution to the problem (discussed in one of my recent LISTEN TO LAWRENCE LETTERS – June 29th, Issue 151) of banks giving you a hard time when you want to transfer your CD into a trust. [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]
31 Jan 2024, 8:52 am
Creating a trust is a powerful and versatile tool for managing and distributing assets, offering individuals in New York a flexible way to protect their wealth and provide for their loved ones. [read post]
8 Mar 2023, 10:04 am
The post What is a Pooled Income Trust? [read post]
1 Jul 2024, 9:21 am
June 27, 2024 • Volume 5 Issue 256 An insurance question… Read on: CLIENT QUESTION: You created an irrevocable Medicaid trust for me and now I notice that my homeowner’s insurance is still in our name and not in the name of the Trust. [read post]
10 May 2024, 9:01 am
May 10, 2024 • Volume 5 Issue 242 ALERT Pursuant to IRS Notice 2024-35, IF you inherited a retirement plan (IRAs, 401Ks, 403Bs) from a decedent who died in 2020 through 2023 on or after having reached their required beginning date (the date they had to start taking out RMDs), […] The post The Listen to Lawrence Letter: IRS Alert appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
30 Apr 2024, 6:23 am
Many people do not create wills because they have misconceptions about how much they cost to create or how complicated they are to probate. [read post]
