Wealth Preservation
What Will Be Your Cloud Story?
When presenting workshops and webinars over the past three decades, I often ask the audience, “Imagine you’ve died and are looking down from your cloud at your loved ones below.…
Read More‘Tis The Season of Giving: The Tax & Medicaid Implications of Gifting
During this season of giving, many share their gratitude via monetary gifts to loved ones and friends, but it’s easy to overlook the related legal and tax implications of our…
Read MoreYOUR LIFE IS EVER-CHANGING. YOUR ESTATE PLAN SHOULD BE, TOO.
When a client completes his or her estate plan, it often brings on a sense of accomplishment, relief, and comfort. Knowing you have a plan set in place – all…
Read MoreThe Increasing Relevance of Estate Planning
The COVID-19 pandemic has brought about unprecedented changes to our daily lives. For many people, this relentless health crisis has raised awareness as to how fragile life can be, and…
Read MoreEstate Planning In Times of Uncertainty
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. People are taking this time to get organized, assess their situations, and address their…
Read MorePaying For A Nursing Home
When you or someone you love requires nursing care, the sudden responsibility to cover the costs can be distressing. So what are your options? PAY OUT OF POCKET. Nursing home…
Read MoreSECURE Act: Problem or Opportunity?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act, which took effect January 1, 2020, is the most impactful…
Read MoreShapiro Selected for Council of Advanced Practitioners Membership
Blustein, Shapiro, Frank & Barone, LLP is proud to announce that Partner Richard J. Shapiro has been selected as a member of the Council of Advanced Practitioners (CAP) by the…
Read More4 Trusteeship Misconceptions in a Special Needs Trust
Special Needs Trusts have two primary objectives: Fiduciary management and government benefit eligibility. Special Needs Trusts provide fiduciary management and oversight for individuals who are unable to take direct custody…
Read MoreFunding – the “Glue” of a Successful Estate Plan
When most people think about their estate planning, they usually focus on whether they should have a will or living trust as their primary estate planning document. This “debate” (which…
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