News & Articles

In hospitals, nursing homes, doctors’ offices, pharmacies and insurance companies, professionals may cite Hipaa as a reason to restrict information. Some patients even have trouble accessing their own health records, supposedly because of the priva… Read More

It is, of course, painfully difficult to call what Reed and Cohen put together anything like valid asset protection planning. Sadly, at a certain low level this is the standard of practice, such as it is, that goes on with mass-marketed asset protect… Read More

My father is a widower. My mother passed away in 2006. Does the permanent change to "portability" that you have discussed in your columns on estate and gift taxes apply here? And would it affect my father's annual gift-tax exclusion am… Read More

I often see older people with other peoples’ names on their property as co-owners.  Legally, the ownership is joint tenants with right of survivorship, meaning that upon the death of one joint tenant, the surviving joint tenant becomes the sol… Read More

If you want to use your IRA to buy real estate, you need to understand what you can and can’t do. Did you know that IRAs can be used to own other types of assets, such as investment property? Most taxpayers don’t know about some great tax advanta… Read More

Americans were once trust-happy. Now many are having second thoughts, and rightly so. How irrevocable is the so-called irrevocable trust? Well, many people are ready to find out as they consider changes to their trusts now that ATRA 2012 is in the mi… Read More

In our society women tend to live longer than men and to provide more care than men. The result is that women are much more likely than men to end up in a nursing home for a long period of time. If you are playing the odds when it comes to long-term… Read More

… We introduced an approach to trust drafting that would encourage financial literacy through provisions that are clear, objective, and correlated with the beneficiary’s ability to manage money responsibly. The prospect of whether or not a family… Read More