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July Newsletter

In Trusts We Trust…to Protect Our Assets from Long-term Care

July 12th, 2017|0 Comments

By Stanley M. Vasiliadis, Esquire, CELA Many retirement and estate plans fail to adequately address issues relating to the risk of chronic incapacity. A “secure retirement” isn’t really secure if planning is not in place

As States Kill Estate Taxes, Will Push To Repeal Federal Estate Tax Become Irresistible?

July 12th, 2017|0 Comments

By Paul Caron Wall Street Journal Tax Report, Why More States Are Killing Estate Taxes: Want proof taxes can actually go down? In the past three years, nine states have eliminated or lowered their estate taxes,

Ensuring Continuity in Delivering Care to a Trust Beneficiary

July 12th, 2017|0 Comments

If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial

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