Nov 7, 2018 | Asset Protection, by Brendan King
By Brendan J. King When the new Tax Cut and Jobs Act was signed into law in December 2017, it also expanded the benefits of tax-favored 529 savings from what were previously allowed. K-12 Tuition A 529 plan is an indispensable tax advantaged tool that allows parents...
Feb 21, 2018 | Asset Protection, by Linda Cammuso, Estate Planning
By Linda T. Cammuso Whether your kids are 3 years old or 33, protecting their inheritance from future financial pitfalls may be one of your major goals in the estate planning process. Increasingly, parents are looking to shelter their children’s inheritance from...
Sep 1, 2015 | Asset Protection, Estate and Trust Administration, Estate Planning, HIPPA
Observation Status in Hospital Change: Understanding your risk Carol F. Barton The Notice of Observation Treatment and Implication for Care Eligibility (NOTICE) Act [2] was recently signed into law; it will not become effective until the summer of 2016. The Act...
Feb 28, 2014 | Asset Protection, Estate and Trust Administration, Estate Planning, General, Guardianships and Conservatorships, Probate, Wills
By Carol F. Barton The tragic death of Actor Paul Walker in a high-speed car accident is a reminder that it is never too early to create an estate plan. Walker, who starred in The Fast and Furious movies, had the foresight to create an estate plan when he was only 28...
Jan 28, 2014 | Asset Protection, Estate Planning, General, Long Term Care Planning, Special Needs & Disability Planning, Tax Planning for Individuals
Often, after having signed their estate planning documents, clients convey the relief they feel at having finalized their documents. While signing your estate planning documents is undeniably important to the estate planning process, an equally important step of the...
Jan 29, 2013 | Asset Protection, Business and Corporate Planning, by Brendan King
By Brendan King If you own a business, your estate plan should have an asset protection component since ownership of that business presents special creditor concerns for you. Sadly, many owners of thriving businesses fail to adequately protect their most important...
