by Christine | Nov 21, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Probate, Reverse Mortgage Loan, Trusts, Wills |
In a decision issued September 30, 2013, the U.S. District Court for the District of Columbia agreed with AARP and told HUD to find a way to shield surviving spouses from foreclosure and eviction. A recent Elder Law Answers article, titled "Feds Move...
by Christine | Nov 19, 2014 | Advanced Health Care Directive, Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Power of Attorney, Probate, Trusts, Wills |
Wills, health care directives, lists of passwords to online accounts. By now, most people know they should prepare these items — even if they haven’t yet — and make them available to trusted family members before the unthinkable, yet inevitable, happens. While getting...
by Christine | Nov 12, 2014 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Probate, Trusts, Wills |
Making decisions about the disposition of your assets can be an emotionally fraught and time-consuming process. Take small steps and seek expert guidance to realize your plans for the financial care of your families. Who gets what when it comes to your estate? The...
by Christine | Nov 6, 2014 | Asset Protection, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
They can be incredibly useful tools, and thanks to the publicity, more people may consider using them, but many people misunderstand how trusts work. Let's take a look at — and dispel — three common myths about them. Are trusts too much work? Are they...
by Christine | Oct 31, 2014 | Annual Gift Exclusion, Asset Protection, Assets, Conservatorships, Death Tax, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Estates, Gift Tax, Guardianships, High-Net-Worth, Individual Retirement Accounts (IRA), Inheritance, Inheritance Tax, Living Trust, Probate, Trusts, Wills |
Moving to New York to avoid state death taxes? “When your bordering state is telling you, ‘Come on over!’ the pitch is compelling,” McManus says. “If New York has a more welcoming tax scheme, then people will say, ‘Let’s call me a New York resident.’” McManus says...
