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Many affluent families are increasingly building or buying legacy properties – multi-million dollar properties or compounds that are designed to be shared with family now and for generations to come. This trend comes with the rising interest in multi-generational living and vacationing as well as to be a place where…
As an elderly resident of New York state, age sixty years or older, you have access to many programs, benefits, and community services that you might not be aware of. Different benefits throughout the state have varying requirements regarding age, finances, and other rules regarding eligibility. This article, and the…
For people who are estate planning and have one of their goals as providing for their grandchildren’s education, training, future home, or the like there are many assets that can be suited for that goal. However, there is one asset that does not often come to mind that can cover…
The United Kingdom recently announced that it had digitized its archives of over 41 million wills registered in England and Wales, dating back to 1858, that will allow people to explore the wills of some of the most influential figures of the last century and a half in addition to…
According to researchers at Georgetown University and Penn State University, over seventy percent of seniors in America over the age of 65 will need some type of long-term care in their lifetime, either at an assisted living facility or nursing home. However, according to a new study only a fraction…
In a recent opinion released by the Seventh Circuit court of Appeals, the court found that the attorney in charge of a trust was liable for all of the costs of arbitration when the arbitration committee sees fit to assess expenses against specific parties. This case is important because the…
With the number of elderly people in the United States growing at a fast rate, it is becoming common knowledge that most seniors wish to stay out of nursing homes and similar facilities as long as possible. In addition, research has shown that seniors who stay in their own homes…
For many seniors around the country who still live at home, the biggest challenge in keeping from going hungry is not having the money to buy food or being able to prepare it, but being able to chew. The first of its kind, a pilot program is aimed at researching…
The Supreme Court of Montana recently ruled on a case that decided whether the Workers’ Compensation Court properly held that it lacked jurisdiction to consider an estate’s petition because the personal representative of the estate lacked standing. The court reversed and remanded the lower court’s decision to dismiss the representative’s…
On Dec. 12, 2014 the Internal Revenue Service issued Private Letter Ruling 201450003, in which it considered whether an estate is entitled to a charitable deduction under the federal tax code Section 2055(a) if a portion of a defective charitable remainder trust (CRT) was reformed to satisfy the statutory requirements…