Tag Archives: Slider

Crisis Medicaid Planning – Why it’s never too late to save money

By: Jane-Marie Schaeffer, Esq. While it is advisable to create a long term care plan five years in advance of needing the care, what happens if you experience a medical crisis that requires long term care yet haven’t done any planning? Your first thought may be that it is too late to do anything, but […]
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The Trump Presidency and Tax Planning in 2017

By: Jane-Marie Schaeffer, Esq. How can you best tax plan in 2017? Will the proposals of the Trump campaign impact your immediate plans?  The answer is “depends”.  There are certain changes that were already scheduled to happen in 2017 irrespective of the election results.  In addition, while there will be more changes if President-Elect Trump’s […]
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TV Lessons in Estate Planning: The Brady Bunch

by David A. Kubikian Season 2, Episode 6 Background: The Brady Bunch is a sitcom that first aired on ABC on September 26, 1969 and ended five short years later in 1974. It went on to syndication and has gained a cult following generation after generation. The show also spawned numerous holiday/reunion specials and two major […]
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Service Member Survivor Benefit Plans and Special Needs Trusts

by Debra A. Verni On December 19, 2014, President Obama signed the Disabled Military Child Protection Act. This law allows a military parent to provide a survivor benefit for a disabled child and have it paid to a special needs trust for the child’s benefit. Until recently, service members were reluctant to name children with […]
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Capital Gains: To Gift or Not to Gift?

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. What is a capital gain? Generally, a capital gain results from a sale of an asset, such as a stock, at a higher price than the owner originally paid. What the owner paid for the asset is known as the cost basis. If the […]
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Q&A: Special Needs Planning

With October being National Special Needs Law Month, it’s a good opportunity to answer some frequently asked questions regarding special needs planning. Question: What is Special Needs Planning? Answer: Special Needs Planning is a holistic approach to assisting individuals with special needs – such as physical or intellectual disabilities and their families with legal issues […]
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Estate Planning and Sibling Rivalry

by David A. Kubikian There is a perception that estate litigation occurs only where there are multi-million dollar estates, 2nd or 3rd spouses, children from prior marriages, or opportunistic care givers.  While, yes, there are many estate litigation cases that result from lots of money, lots of wives and lots of last minute estate plan […]
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