By Bakalar & Asociates, PA Many financial planners have been ill advised regarding the modern benefits of Irrevocable Trusts. Traditional Irrevocable Trusts pose several historical problems which include: 1. Requirement for a new EIN number from the IRS for income …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. It is a very good idea to create advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions. …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. How can you make sure your funeral and burial wishes will be carried out after you die? It is important to let your family know your desires and to put …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Paying for day care is one of the biggest expenses faced by working adults with young children, a dependent parent, or a child with a disability, but there is a …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Caring for an ailing family member is difficult work, but it doesn’t necessarily have to be unpaid work. There are programs available that allow Medicaid recipients to hire family members …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. We’ve all heard the advice “It pays to shop around,” but this has never been more true than with the current market for long-term care insurance. Accordiing to the the latest …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Medicare’s hospice benefit covers any care that is reasonable and necessary for easing the course of a terminal illness. It is one of Medicare’s most comprehensive benefits and can be …
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. A durable power of attorney is one of the most important estate planning documents you can have. It allows you to appoint someone to act for you (your “agent” or …
By Susan P. Bakalar, Esq and Raymond A. Piccin, Esq. If you are paying for your own insurance, you may think you do not need to sign up for Medicare when you turn 65. However, not signing up for Medicare …
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