Jack FanJun 20, 20213 minShould I add my children to my deed?Some of my older clients have joint bank accounts with their adult children. Their objective is one of "convenience" by allowing their...
Jack FanJun 7, 20212 minCan you designate a beneficiary for Cryptocurrencies?Unlike traditional financial institutions (e.g. banks, investment brokerage accounts, and retirement accounts), most - if not all -...
Jack FanMar 4, 20212 minThe Curious Thing about Larry King's Handwritten WillThere’s a bitter feud brewing between legendary broadcaster Larry King’s estranged wife and one of his children. King, who passed away...
Jack FanJan 26, 20212 minWhat You Didn't Know about Applying for MedicaidMany Elder Law firms are dedicated to working with seniors to protect their assets and to qualify for long-term care benefits. These...
Jack FanNov 23, 20203 minWhy You Probably Don't Need More Asset ProtectionOften, I'm approached by clients who ask me about setting up "living wills and living trusts" because they heard from a friend or...
Jack FanNov 17, 20202 minThinking about your Continuity Plan (Again)With the recent surge in coronavirus cases and an increasing number of states announcing restrictions, you might be experiencing that...
Jack FanNov 9, 20202 minThe Truth about the Biden Estate Tax ProposalNow that Joe Biden is projected to become the 46th President of these United States, should you rush to adjust your estate plans before...
Jack FanNov 3, 20201 minHeads Up: IRS Increases the Estate Tax Exemption!The Internal Revenue Service recently announced the official estate and gift tax limits for 2021 adjusted for inflation. With proper...