Web Link: 5 Reasons to be Skeptical of UTMA Accounts
Downloadable PDF: 5 Reasons to be Skeptical of UTMA Accounts
Category: Publications & Events
April 17, 2018: KIPLINGER
- Web Link: 5 Things to Do the Moment a Loved One Passes Away
- Downloadable PDF: 5 Things to Do the Moment a Loved One Passes Away
April 14, 2018 at 12:00 PM : NYPL SIBL
- Web Link: Financial Planning and Medicaid for Disabled Parents and Special Need Beneficiaries
- Downloadable PDF: Financial Planning and Medicaid for Disabled Parents and Special Need Beneficiaries
- PowerPoint Presentation: Medicaid Trusts & Financial Planning
February 26, 2018: LAWLINE.com
February 6, 2018
- Web Link: BMCC Estate Planning Discussion
- Downloadable PDF: Will and Estate Planning Discussion
- PowerPoint Presentation: Estates and Trusts in 2018
January 10, 2018: INVESTOPEDIA
- Web Link: Reasons to Avoid Irrevocable Life Insurance Trusts
- Downloadable PDF: Reasons to Avoid Irrevocable Life Insurance Trusts
January 3, 2018
- Downloadable PDF: On Second Thought, Don’t Save All Your Money
January 2018
- Web Link: Daniel Timins Lawline Profile
- Downloadable PDF: Daniel Timins Lawline Profile
December 21, 2017: KIPLINGER
- Web Link: How to Perform the Duties of Executor of an Estate
- Downloadable PDF: How to Perform the Duties of Executor of an Estate
