Should 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...
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Jack Fan
- Jun 7
- 2 min
Can you designate a beneficiary for Cryptocurrencies?
Unlike traditional financial institutions (e.g. banks, investment brokerage accounts, and retirement accounts), most - if not all -...
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Jack Fan
- Mar 4
- 2 min
The Curious Thing about Larry King's Handwritten Will
There’s a bitter feud brewing between legendary broadcaster Larry King’s estranged wife and one of his children. King, who passed away...
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Jack Fan
- Jan 26
- 2 min
What You Didn't Know about Applying for Medicaid
Many Elder Law firms are dedicated to working with seniors to protect their assets and to qualify for long-term care benefits. These...
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Jack Fan
- Nov 23, 2020
- 3 min
Why You Probably Don't Need More Asset Protection
Often, I'm approached by clients who ask me about setting up "living wills and living trusts" because they heard from a friend or...
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Jack Fan
- Nov 17, 2020
- 2 min
Thinking 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...
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Jack Fan
- Nov 9, 2020
- 2 min
The Truth about the Biden Estate Tax Proposal
Now that Joe Biden is projected to become the 46th President of these United States, should you rush to adjust your estate plans before...
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Jack Fan
- Nov 3, 2020
- 1 min
Heads 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...
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