by Randy Coleman | Jul 4, 2013 | Disability Planning, Elder Care, Elder Law, Estate Planning, Long Term Care, Medicaid Planning, Medicaid Qualified Irrevocable Income Only Trust, Medicare, Nursing Homes, Qualified Income Trust, Special Needs Trusts |
An article in yesterday’s Wall Street Journal reminds us of how difficult a task it has become to plan for our long term care. With the baby boomer generation turning 65 at the rate of 10,000 per day, the issue of long term care planning is becoming more...
by Randy Coleman | Apr 16, 2013 | Asset Protection, Beneficiary Designations, Charitable Planning, Durable Power of Attorney, Estate Planning, Health Care Power of Attorney, Individual Retirement Accounts, Probate, Retirement Planning, Revocable Living Trusts, Special Needs Trusts, Titling of Assets, Wills and Probate |
Did you know that April is National Financial Literacy Month? This is the perfect time to sit down with your loved ones to discuss your financial and estate planning objectives. To help you move the discussion forward, we would like to suggest three action...
by Randy Coleman | Apr 4, 2013 | Elder Law, Estate Litigation, Estate Planning, Probate, Probate Litigation, Trust Litigation, Will Contests, Wills and Probate |
Today’s New York Times contains an article about the death of “Barbara Piasecka Johnson, Maid Who Married Multimillionaire, Dies at 76.”Barbara Piasecka Johnson, a Polish immigrant who came to America to work as a maid, first worked for J. Seward...
by Randy Coleman | Mar 13, 2013 | Asset Protection, Beneficiary Designations, Estate Planning, Income Taxes, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Retirement Accounts, Retirement Planning, Revocable Living Trusts |
Many people have large IRAs and retirement plan accounts and need special estate planning for these assets. A 2009 study by the Investment Company Institute found that retirement plans account for 34% of all household financial assets, up from 14% in 1978; IRAs alone...
by Randy Coleman | Feb 11, 2013 | Beneficiary Designations, Estate Planning, IRAs, Titling of Assets, Wills and Probate |
For the last two months, we have been singularly focused on helping people get their end of the year planning in place and moving our office to a new location. The year end for 2012 was more busy than usual because of all of the uncertainty surrounding the tax...
by Randy Coleman | Jan 20, 2013 | Charitable Planning, Estate Planning, estate tax, Estate Taxes, Gift Tax, Income Taxes, Internal Revenue Service (IRS), Retirement Planning |
Here’s Our Take On What the New Tax Law Means to You The law passed at New Years to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws that will affect...
