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Three Reasons Why Joint Accounts May Be a Poor Estate Plan
Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint...

Brian A. Raphan, Esq.
Oct 2, 20143 min read


How Gifts Can Affect Medicaid Eligibility
We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care...

Brian A. Raphan, Esq.
Oct 2, 20142 min read


Heir tight: The dos and don’ts of creating rock-solid trusts
Good article via Jennifer Woods at Imagine working for decades so that one day you could pass your assets on to your children or...

Brian A. Raphan, Esq.
Aug 5, 20142 min read


Can you sue a hospital if you develop bedsores?
Click for online Bedsore Lawsuit Evaluation. Bedsores can develop quickly, progress rapidly and are often difficult to heal. Caring for...

Brian A. Raphan, Esq.
Jun 11, 20141 min read


Using a No-Contest Clause to Prevent Heirs from Challenging a Will or Trust
If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a “no-contest clause”...

Brian A. Raphan, Esq.
May 16, 20141 min read


The New New York Estate Tax Beware A 164% Marginal Rate
Some timely tax news from Forbes staff writer Ashlea Ebeling: It’s no April Fool’s joke. New York state doubled its estate tax exemption...

Brian A. Raphan, Esq.
Apr 4, 20143 min read


How to sell an inherited home:
Get good advice before putting mom and dad’s house on the market. Amy Hoak, MarketWatch. Selling an inherited house isn’t easy. There’s...

Brian A. Raphan, Esq.
Feb 19, 20143 min read


9 (Potential) Problems with Your Trust:
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is...

Brian A. Raphan, Esq.
Jan 21, 20143 min read


Turning 70 1/2 This Year?
If you are turning 70 1/2 this year, you may face a number of special tax issues. Not addressing these issues properly could result in...

Brian A. Raphan, Esq.
Jul 9, 20132 min read


5 reasons you should review your existing Will:
1. Changes in relationships Maybe your relationships with people named in your Will have changed over the years? Maybe your favorite...

Brian A. Raphan, Esq.
Mar 11, 20133 min read
Important news for seniors and their families
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