Brian A. Raphan, Esq.Jun 13, 20184 minAnthony Bourdain Left Loved Ones In Limbo But The Heirs Will End Up Better Than Michael Jackson’sVia 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, 20182 minHow to Protect an IRA From Heirs’ CreditorsWhen 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, 20187 minHere’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.Feb 4, 20163 minProtecting Your House from Medicaid Estate RecoveryAfter a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient’s...
Brian A. Raphan, Esq.Dec 3, 20142 minWHY IRREVOCABLE TRUSTS VS OUTRIGHT GIFTINGSo, why complicate things with a trust? Why not just keep the planning as simple and inexpensive as possible? The short answer is that...