Search for: "davidowlaw.com"
Results 21 - 40
of 126
Sort by Relevance
|
Sort by Date
20 Mar 2024, 10:00 am
March 12, 2024 • Volume 5 Issue 224 LET’S DO THIS AGAIN. [read post]
The Listen to Lawrence Letter: SNA Article – Common mistakes that are made in Special Needs Planning
20 Mar 2024, 9:59 am
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]
20 Mar 2024, 9:57 am
March 5, 2024 • Volume 5 Issue 222 Trusts do not solve everything….read on: READER QUESTION: I am a senior and would like to sell my home in the near future and pass the proceeds to my son and daughter. [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]
4 Mar 2024, 7:39 am
February 27, 2024 • Volume 5 Issue 220 LAW UPDATE The Medicaid eligibility thresholds change every year. [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]
23 Feb 2024, 11:30 am
February 22, 2024 • Volume 5 Issue 219 What’s in a name? [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]
23 Feb 2024, 11:27 am
February 16, 2024 • Volume 5 Issue 217 Reverse Mortgages and Medicaid trusts CLIENT QUESTION: Good morning – An individual’s reverse mortgage guidelines require that the borrower (who is the Grantor of the Medicaid Trust) be the only current beneficiary of the Medicaid trust. [read post]
23 Feb 2024, 11:25 am
February 13, 2024 • Volume 5 Issue 216 Another Inherited IRA distribution question: Hi Lawrence, Regarding your 1/9/24 LISTEN TO LAWRENCE LETTER, I have 3 sons and plan to divide my IRA evenly 3 ways. [read post]
15 Feb 2024, 6:27 am
An estate plan provides a number of important benefits. [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]
2 Feb 2024, 8:45 am
February 1, 2024 • Volume 5 Issue 213 Here’s another article from the Special Needs Alliance (SNA) that is definitely worth sharing. [read post]
2 Feb 2024, 8:43 am
January 30, 2024 • Volume 5 Issue 212 Irrevocable trust flexibility CLIENT QUESTION: Good morning. [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]
26 Jan 2024, 11:55 am
January 25, 2023 • Volume 5 Issue 211 Medicaid trusts and borrowing from a bank? [read post]
26 Jan 2024, 11:52 am
January 23, 2024 • Volume 5 Issue 210 ASSETS OF THE STAY-AT-HOME SPOUSE CLIENT QUESTION: In a prior LISTEN TO LAWRENCE LETTER, you talked about the income of the stay-at-home spouse with the other spouse applying for Medicaid when entering a nursing home. [read post]
19 Jan 2024, 9:50 am
January 18, 2024 • Volume 5 Issue 209 What does my Will really do? [read post]
19 Jan 2024, 9:46 am
January 16, 2024 • Volume 5 Issue 208 This article from the Special Needs Alliance (SNA) highlights the importance and benefits of early planning. [read post]
