Wealth Preservation
THE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership
When people think about estate planning, the last will they executed 20 years ago undoubtedly comes to mind. Most never consider that the way their accounts are owned will have…
Read MoreJoint Bank Accounts with a Child May Ruin Your Estate Plan & Your Family
The recent New York case of In Re Asch provides a cautionary tale of an all-too-common problem that often destroys a family. Mrs. Asch had signed a will that, as…
Read MoreWhat to Expect When Hiring an Elder Law Attorney
Meeting with an elder law attorney is a significant step. People should understand what the elder law planning process involves, and what your attorney will need from you to make…
Read MoreThe Cost of Elder Care: Options at a Glance
Proactively addressing the care you may require as you age is critically important. The results of failing to plan cannot only be financially devastating and result in a lack of…
Read MoreAn “Irrevocable” Trust May Not Be Irrevocable After All
The most common client request in my elder law practice is the desire to protect a residence and other assets from the high cost of long-term care, which in the…
Read MoreProtecting Public Benefits After Receiving an Inheritance
I recently met with a woman in her late 50’s who about ten years ago suffered a traumatic brain injury (“TBI”) that left her disabled. “Barbara,” who was divorced with…
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