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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]
12 Jun 2023, 11:11 am
March 21, 2023 • Volume 4 Issue 124 Here are two topics we have covered in the past, but are important enough to revisit… CLIENT QUESTION #1 Is the regular IRA & the ROTH IRA protected from nursing homes? [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]
19 Jan 2024, 9:44 am
January 9, 2024 • Volume 5 Issue 206 IRA information I received from a client….read on: In my December 19, 2023, LISTEN TO LAWRENCE LETTER (Volume 4, Issue 200), I discussed Required Minimum Distributions (RMDs) from inherited IRAs. [read post]
14 Jul 2023, 8:29 am
July 11, 2023 • Volume 4 Issue 154 Moving on…keep reading: CLIENT QUESTION: I have an irrevocable trust with you for over six years with a mortgage on my home in the trust. [read post]
17 Nov 2023, 8:54 am
November 16, 2023 • Volume 4 Issue 191 There are some simple ways to avoid probate…read on: READER QUESTION: Hi. [read post]
25 Oct 2023, 9:48 am
October 3, 2023 • Volume 4 Issue 178 What can a trustee do? [read post]
31 Aug 2023, 5:23 am
Going through the probate process is difficult for any family. [read post]
12 Jun 2023, 11:00 am
April 20, 2023 • Volume 4 Issue 131 Apparently, I have created confusion…it probably won’t be the last time… CLIENT QUESTION: I found your last letter had me confused. [read post]
19 Jan 2024, 9:50 am
January 18, 2024 • Volume 5 Issue 209 What does my Will really do? [read post]
12 Jun 2023, 11:14 am
March 14, 2023 • Volume 4 Issue 122 Want to know about the paperwork regarding the five-year lookback? [read post]
2 Feb 2024, 8:43 am
January 30, 2024 • Volume 5 Issue 212 Irrevocable trust flexibility CLIENT QUESTION: Good morning. [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]
17 Oct 2023, 5:25 am
Losing a loved one is stressful and difficult for the surviving family members. [read post]
30 Jun 2023, 7:15 am
June 29, 2023 • Volume 4 Issue 151 A reality check… COMMENT FROM COURTNEY ABBOTT, ESQ. [read post]
9 Feb 2024, 7:57 am
February 8, 2024 • Volume 5 Issue 215 Grantor vs. [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]
29 Feb 2024, 6:33 am
As part of a comprehensive estate plan, there are a number of documents your Long Island estate planning lawyer will suggest. [read post]
12 Jun 2023, 11:06 am
April 11, 2023 • Volume 4 Issue 128 LIFE ESTATES AND AVOIDING PROBATE CLIENT QUESTION: In one of your recent LISTEN TO LAWRENCE LETTERS you said that you cannot put a beneficiary on a deed to avoid probate. [read post]
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]
