As the COVID-19 pandemic continues to rapidly spread, and the stock market decline and volatility continue, our office has been extremely...

Ric Ocasek's Estate. Under New York law, if her elective rights are upheld, Porizkova would be entitled to one-third of all estate assets...

Avoiding the mistakes when planning for Medicaid can help save your family thousands of dollars.

Estate Planning is for everyone regardless of their net worth. Below are 10 prudent reasons to create an estate plan now.

There are 5 Essential Documents that are the basis for good estate planning...

Q: If the creator of a revocable trust wants to make a beneficiary a co-trustee and make the current successor trustee a beneficiary, does she have an obliga...

Medicaid law imposes a penalty period for unqualified transfers.

Retirement Account Beneficiaries & Tax Implications

Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to minimize strain in the wo...

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA t...

Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and preserve wealth efficie...

Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both of these programs provide health coverage, but Medicare ...

Via Quentin Fottrell Dear Moneyologist, My dad passed away five years ago. He did leave a will on how he wanted his estate to be dispersed, but only if his c...

You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an unqualified or unwil...

Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual...

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing this less beneficial....

An Ohio appeals court rules that the state correctly valued the sale of a Medicaid applicant’s life estate using the specific state Medicaid life estate law ...

Reservation of Power of Appointment in Deed Does Not Conflict With Conveyance of Property to Children A Massachusetts appeals court rules that as part of Med...

Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn’t receive) under a Will, a Will c...

http://www.raphanlaw.com A New York trial court enters judgment against a woman who refused to contribute to her spouse’s nursing home expenses, finding that...