Brian A. Raphan, Esq.
Choosing a trustee and an executor
The requirements for a trustee and how to choose one How do you choose a trustee? What qualities should a trustee have? Alisa Shin and...
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Brian A. Raphan, Esq.
Dec 19, 20143 min
5 Tips for Arranging and Paying for a Home Health Aide:
-By Emily Garnett, Associate Attorney at Brian A. Raphan, P.C. Finding oneself or a family member in need of home care can be a tough...
Brian A. Raphan, Esq.
Dec 12, 20142 min
Legal DIY Web Sites Are No Match for a Pro, Consumer Reports Concludes
After road testing three leading Web sites that help you create your own will, power of attorney, and other important legal documents,...
Brian A. Raphan, Esq.
Dec 3, 20142 min
WHY IRREVOCABLE TRUSTS VS OUTRIGHTÂ GIFTING
So, why complicate things with a trust? Why not just keep the planning as simple and inexpensive as possible? The short answer is that...
Brian A. Raphan, Esq.
Oct 2, 20143 min
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.
Jul 15, 20142 min
Court Ruling: Transfers Made Years Before Needing Care Were Not Made in Order to Qualify for Medicai
Doing Medicaid Planning for clients, I often get asked the question: “How does medicaid determine if my gifts were made to qualify for...
Brian A. Raphan, Esq.
Jan 21, 20143 min
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.
Oct 26, 20132 min
States You Shouldn’t Be Caught Dead In:
Robert Negele is a 90-year-old retired executive who has lived in Connecticut for almost 40 years. Despite decades of community...
Brian A. Raphan, Esq.
Jul 8, 20132 min
Grandchildren Liable for Grandmother’s Nursing Home Stay After She Transferred Money to Them:
A New York trial court rules that a nursing home resident’s grandchildren are liable for fraudulent conveyance after the grandmother...
Important news for seniors and their families
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