Matthew S. Raphan, Esq.
Gifting Your Home to Your Children Can Have Tax Consequences
Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have
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Brian A. Raphan, Esq.
- May 10
- 2 min
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as beneficiary can have consequences...
Brian A. Raphan, Esq.
- Nov 1, 2022
- 2 min
The Top 8 Medicaid Planning Mistakes
Avoiding the mistakes when planning for Medicaid can help save your family thousands of dollars.
Matthew S. Raphan, Esq.
- Jan 5, 2022
- 3 min
This month: Alzheimer's Today magazine, featuring an article by Matthew S. Raphan, Esq.
What a guardianship often lacks though, is guidance and decisions from the person it impacts the most—and the reason they are implemented is
Brian A. Raphan, Esq.
- Nov 1, 2021
- 1 min
How To Plan For Life Changes
Quickly learn about the essential legal documents that will help you plan for future care and ensure your wishes are met. Free Download...
Brian A. Raphan, Esq.
- Mar 1, 2021
- 1 min
Update: New Remote Notary & Medicaid Deadlines
There are two important deadlines coming up for New Yorkers: July 5th, 2021, and January 1st, 2022.
Remote Notarization of documents and ...
Brian A. Raphan, Esq.
- Mar 2, 2020
- 3 min
An Estate Fight May Be Coming Over Ric Ocasek’s Estate
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...
Brian A. Raphan, Esq.
- Jun 13, 2018
- 4 min
Anthony Bourdain Left Loved Ones In Limbo But The Heirs Will End Up Better Than Michael Jackson’s
Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to...
Brian A. Raphan, Esq.
- Jun 12, 2018
- 2 min
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...
Brian A. Raphan, Esq.
- Jun 7, 2018
- 7 min
Here’s 6 good reasons you should consider a trust…
Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and...
Brian A. Raphan, Esq.
- May 1, 2018
- 1 min
Medicaid Applicants & Home Care: Centers for Medicare and Medicaid Services Clarifies Penalty Pe
The Centers for Medicare and Medicaid Services (CMS) has clarified when a transfer penalty begins for Medicaid applicants who are seeking...
Brian A. Raphan, Esq.
- Nov 21, 2017
- 2 min
Social Security Beneficiaries Will Receive a 2 Percent Increase in 2018
In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will...
Brian A. Raphan, Esq.
- Aug 31, 2017
- 2 min
State Properly Valued Sale of Medicaid Applicant’s Life Estate…
An Ohio appeals court rules that the state correctly valued the sale of a Medicaid applicant’s life estate using the specific state...
Brian A. Raphan, Esq.
- May 19, 2017
- 2 min
Medicaid Benefits – House Transfer: Deed Does Not Conflict
Reservation of Power of Appointment in Deed Does Not Conflict With Conveyance of Property to Children A Massachusetts appeals court rules...
Brian A. Raphan, Esq.
- Mar 7, 2017
- 3 min
8 Pretty Good Things For Seniors To Remember at Tax Time
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying...
Brian A. Raphan, Esq.
- Oct 18, 2016
- 3 min
What Is a Life Estate?
The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a...
Brian A. Raphan, Esq.
- Jul 25, 2016
- 4 min
Article: Should You Save Enough to Live to 100?
by Liz Weston / NerdWallet There’s a reason why investment companies want you to think you’ll live that long. Except that’s nuts. In the...
Brian A. Raphan, Esq.
- Jan 8, 2016
- 2 min
Online Retirement Planning Calculators Measure Risk Poorly, Study Finds
If you are retired or are nearing retirement, the main questions on your mind are probably “Will I run out of money in retirement?” and...
Brian A. Raphan, Esq.
- Dec 26, 2015
- 1 min
It’s Official: Estate Exclusion to Rise to $5.45M in 2016
The IRS has announced that the basic estate tax exclusion amount for the estates of decedents dying during calendar year 2016 will be...
Brian A. Raphan, Esq.
- Nov 4, 2015
- 2 min
An Attorney Who Advised Against Life Estate While Conducting Medicaid Planning Is Liable for Legal M
An Attorney Who Advised Against Life Estate While Conducting Medicaid Planning Is Liable for Legal Malpractice A Massachusetts appeals...
Important news for seniors and their families
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