Entries tagged: elder law

Posted: February 25th, 2015

The answer is one of my great attorney answers: “It depends.” In general terms, there is no gift tax in […]

Do Your Debts Vanish with Your Death?

Posted: December 9th, 2014

Are your heirs, family or friends responsible for your debts after you die? I’d like to say no, but the […]

Problems with Joint Bank Accounts

Posted: November 24th, 2014

Most of my senior clients want to be able to transfer their assets to their children in the simplest and […]

Women Need an Estate Plan

Posted: October 9th, 2014

I hate to break the news to the guys reading this, but we’re probably going to die before our wives. […]

Protecting Your Assets – Part II

Posted: June 9th, 2014

Last month I started a discussion about how to protect our assets so we actually have something to pass to […]

Protecting Your Assets

Posted: May 9th, 2014

Over the course of my career, I’ve found that there are really two parts to being an estate planning attorney. […]

Everyone Needs a Will, But No One Wants to Do It

Posted: April 27th, 2014

I think this is something that I’ve known even before I started practicing as an Estate Planning attorney. Matter of […]

Can You Revoke An Irrevocable Trust?

Posted: March 27th, 2014

The simple, knee-jerk answer to that question should be no, as that’s the point of an irrevocable trust. But, believe […]

Protecting Your Retirement Accounts

Posted: February 27th, 2014

When discussing estate plans with my clients, I always make sure we discuss their retirement accounts (such as IRAs, 401ks, […]