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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
Tips: How to Track Down a Life Insurance Policy
Use these strategies if a loved one dies and you’re not sure whether he or she had a policy–from a Q&A of Kim Lankford of Kiplinger.com...
Brian A. Raphan, Esq.
Sep 11, 20143 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
Make Sure Your Life Insurance Is Not Taxed at Your Death
Make Sure Your Life Insurance Is Not Taxed at Your Death [via Elder Law Answers] Although your life insurance policy may pass to your...
Brian A. Raphan, Esq.
Jun 19, 20142 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
Tips for Seniors in Preparing their Taxes:
From the IRS: Tips for Seniors in Preparing their Taxes: Current research indicates that individuals are likely to make errors when...
Brian A. Raphan, Esq.
Feb 16, 20142 min read
How Do Divorce and Remarriage Affect Social Security Benefits?
It is common knowledge that husbands and wives are entitled to collect Social Security benefits on their spouses’ work records. Less well...
Brian A. Raphan, Esq.
Dec 28, 20132 min read
Important news for seniors and their families
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