Articles

VA Benefits FAQ

April 24, 2015

When we talk with seniors and their families, we find that they all have the same question: how can they finance long-term care? Whether they ...

Planning for Long Term Care

March 27, 2015

As consumers, we are used to celebrity endorsements for things like shampoo, cars, cosmetics and beverages, but for long term care insurance? That seems like ...

Special Needs Trust Accounts Created Under the ABLE Act

February 17, 2015

by Diane Weinberg This month’s Passionate Estate Planner continues our discussion of trusts used in special needs planning. In January, we looked at three types of ...

Primer on Special Needs Trusts

January 29, 2015

by Diane Weinberg Last week, I received my first phone call about the Achieving a Better Life Experience (ABLE) Act, new legislation creating a type of ...

POWERS OF ATTORNEY – How to Avoid Potential Agent Liability with a Quick Fix

December 10, 2014

By Loraine M. DiSalvo Under the Federal Bank Secrecy Act, the U.S. Treasury Department was given the authority to collect information about financial accounts held ...

Planning for Incapacity (Updated February 2019)

October 23, 2014

Most people don’t like to think about their own incapacity or their own death. However, the probability of disability increases with age, and death is ...

What is a Trust? (Updated February 2019)

October 22, 2014

“What is a Trust?” is one of the most fundamental questions we want to answer for our clients. A trust is a legal relationship created ...

Estate Planning – The Big Picture, but Critically Important, Issues (Updated February 2023)

October 21, 2014

This week, National Estate Planning Awareness Week, we’d like to take the opportunity to share information with you regarding estate planning. We provide individualized counsel ...

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