Estates - Davison Eastman Muñoz Paone, P.A.

Estate Planning Self Examination Checkup Chapter IV – Selecting Fiduciaries

by Ian Singer | Sep 12, 2016 | Estates

In a will, one must appoint the people who are charged with carrying out the intentions of the testator. The people you select should be dependable and understand their roles. These people are called “fiduciaries.” The fiduciaries include the executor, the trustee...

Chapter III(a)– Reviewing the Dispositive Portions of the Will

by Ian Singer | Jun 13, 2016 | Estates

We continue now with a review of specific areas of the will, including residuary clause provisions, unlimited marital deduction requirements, disclaimer trusts, testamentary trusts and special need trusts, if necessary. ——- The next portion of the will is...

Best High School Graduation Gifts? A "Safety Net" in the Form of a Power of Attorney and a Health Care Directive

by Ian Singer | Jun 2, 2016 | Estates

Congratulations! You have successfully navigated childhood and are now ready to send your 18 year-old into the world. It is an exciting time but are you ready? You are probably busy with proms, graduation parties and shopping for the new dorm room. However, when...

Estate Planning Self Examination Checkup Chapter III: Reviewing the Dispositive Portions of the Will

by Ian Singer | May 24, 2016 | Estates

In the last installment, we covered issues concerning when wills should be revised and the differences between treatment of probate and non-probate assets. In this installment, we will begin by defining the persons in the will and then move on to a basic review of...

Estate Planning Self Examination Checkup Chapter II: Where Do I Begin?

by Ian Singer | May 9, 2016 | Estates

Each time we complete a client’s estate plan, we recommend that they revisit the plan annually at tax time to determine whether or not their financial position has changed from years prior. We also recommend the client review all of their estate planning documents at...

How Your Adult Disabled Child is Impacted When a Parent Retires, Becomes Disabled or Passes Away

by Ian Singer | May 4, 2016 | Estates

If your child is at least 18 years of age, has a disability which manifested before age 22, has been receiving SSI and Medicaid as a result of this disability and has a parent who subsequently dies, becomes disabled or retires, your child may lose their SSI and...

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