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Using a Roth IRA as an Estate Planning Tool...
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a traditional IRA, contributions to a Roth IRA are... Read More > -
How Long Does an Executor's Job Take?...
Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if... Read More > -
If You Don't Want an IRA Distribution, You Can Donate...
Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don't want your distribution, one option is to donate it to charity and get a tax... Read More > -
What Is Undue Influence?...
Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? Undue influence occurs when someone exerts pressure on an... Read More > -
Arbitration Clause in Last Will and Testament Found to be...
Both lawyers and non-lawyers alike are familiar with arbitration clauses found in contracts. Whether the arbitration clause is found in a nursing home admissions agreement, or everyday "adhesion... Read More > -
What is Elder Law?...
When I was admitted to the New Jersey State Bar four (4) years ago, I dove into the practice of elder law headfirst and I don't regret it. Since that time, I have encountered a re-occurring... Read More > -
What Happens to a Medicaid Recipient If the Community...
When one spouse is in a nursing home and applying for Medicaid, planning has to take into account the possibility that the spouse who is not in the nursing home (the "community spouse") may... Read More > -
Incentive Trusts: Ensuring That an Inheritance Will Be Well ...
Many parents or grandparents with sizable amounts of money to pass on to their heirs are apprehensive about the effect it many have on their children or grandchildren. In some instances, they fear... Read More > -
You Can Now Compare Nursing Homes on Staff Turnover Rates...
The Centers for Medicare and Medicaid Services (CMS) announced that it will add data on staff turnover rates and weekend staffing levels to its Care Compare website, giving consumers another tool... Read More >