In the simplest terms, a Grantor Trust is a trust that authorizes a grantor (the person who set up the trust) to retain certain powers with respect to the property transferred to the trust and the trust administration. These powers…
Effective as of Octubre 18, 2018, the Veteran’s Administration (VA) will be implementing significant comprehensive changes to the pension benefit rules. These rules were actually published back on Enero 2015 but have not been implemented until now. Some background first. …
Medicare recipients who reside in New York should keep an eye out for their new Medicare card. In an effort to prevent fraud, and fight identity theft, the federal government is issuing new Medicare cards to all Medicare beneficiaries that…
While there may be many reasons not to take a look at your life Insurance portfolio; you don’t really like thinking about life Insurance, you don’t understand it, you don’t want to sit down with a life Insurance salesperson that’s…
Relationships are complicated. Familial relationships can be more so complicated than any other relationship. Conflicts can arise between spouses, siblings, generations, and in-laws. Intra-family conflicts can occur where a family member is favored over others or is perceived to be…
Have you ever received an e-mail from someone you know that seems to be a bit suspicious? You know the one I mean. They say “Hey…check this out” and it only contains a link to an outside website. Or they…
As the use and installation of solar panels in residential homes become more prevalent, we are increasingly facing the question with our clients as what to do if they decide to sell their home after solar panels have been installed.…
When you go to the doctor, you expect to be asked invasive questions. When you go see an estate planning attorney, however, you may not be expecting the same level of personal inquiries. After all, an attorney is not taking…
The Two Types of Trusts You Need That Make Your Will So Long Recently, a client called me in a bit of a panic. She had just received the drafts of her Will and was shocked to see that it…
Por qué recomendamos el Programa Peace of Mind a todos nuestros clientes: El Programa Peace of Mind [POM] es un programa de mantenimiento continuo que ofrece una forma rentable de garantizar que su plan está actualizado y cumple sus objetivos....