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How to Make Your Funeral Wishes Known
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 …
So, You’ve Been Appointed Trustee of a Trust? Here Are 9 Do’s and 1 Don’t
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them …
10 Reasons to Create an Estate Plan NOW
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 …
Protecting Your House After You Move Into a Nursing Home
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. While you generally do not have to sell your home in order to qualify for Medicaid coverage of nursing home care, it is possible the state can file a claim …
Does Your Estate Plan Include Your Pets?
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation’s largest animal protection organization. …
Last Year for Couples to Use ‘Claim Now, Claim More’ Later Social Security Strategy
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. This is the last year that spouses who are turning full retirement age can choose whether to take spousal benefits or to take benefits on their own record. The strategy, …
Why Not Just Use an Off-the-Shelf Power of Attorney Form?
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 …
Have Private Insurance and Are Turning 65? You Need Sign Up for Medicare Part B
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 …
Charitable Giving Options Under the New Tax Law
By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. The new tax law makes it harder to claim a tax deduction for charitable contributions. While charitable giving should not be only about getting a tax break, if you want …
Does Your Estate Plan Include Your Pets?
By Susan P. Bakalar, Esq. and Raymond Piccin, Esq. Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation’s largest animal protection organization. “Since …
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