Estate Planning, Potential Issues with Joint Bank Accounts There are a number of reasons that people create joint bank accounts. Perhaps you and your spouse want to share … September 30, 2017 2 MIN READ
Estate Planning New York’s Family Health Care Decisions Act In a previous post about healthcare and end of life decision making we discussed the importance of the election of … June 7, 2016 2 MIN READ
Estate Planning, Living Trusts PROPOSALS TO LIMIT THE GENERATION SKIPPING TRANSFER TAX EXEMPTION PROPOSAL TO MOVE BACK TO PREVIOUS TRUST LAWS As this blog discussed in the recent past dynasty trusts are trusts … June 1, 2016 2 MIN READ
Asset Protection, Blended Families Estate Planning BACK TO BASICS: WRAP AROUND PLAN FOR ALL CONTINGENCIES – ADVANCED MEDICAL DIRECTIVES As the new year opens it is a good time to review all of your legal estate planning decisions and … January 26, 2016 3 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
