Asset Protection

Legal Issues for People Living with Dementia and Their Caregivers Webinar

By Bob Goldberg / May 5, 2018

Contact Goldberg & Associates Today Learn more about our service to help your design an estate plan for your loved ones today.

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Who needs estate planning?

By Bob Goldberg / May 8, 2014

You should have a plan if you want to make sure you stay in control of your financial and healthcare decision making in the event of your disability. You should also take the time to plan if you want to make sure your wealth goes to who you want, when you want, the way you…

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What is estate planning?

By Bob Goldberg / May 6, 2014

Estate planning should be a life long process of taking steps to provide for you and the people you love.  You never know when disability will strike. When most people think of estate planning they think about transferring what they own at their death. Another equally important part of planning is thinking about making transfers…

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Should you get professional help filing your Medicaid Application?

By Bob Goldberg / July 30, 2013

When to hire a professional elder law attorney to help you apply for Medicaid

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Alternatives to Disinheriting a Loved One

By Bob Goldberg / July 25, 2013

Trusts are useful tools and can be used to prevent the drastic measure of disinheriting a loved one

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End of Life Planning to Provide for the People You Love: Safeguarding Your Assets for Your Family

By Bob Goldberg / July 24, 2013

Creating a Testamentary Special Needs Trust (SNT) is often a good tool to utilize when planning for a spouse or other loved one who may need Medicaid after you are gone.  A Testamentary SNT is a trust created in your will.  Under Federal Law, money in a properly drafted testamentary trust does not count as…

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Lessons Learned from James Gandolfini’s Will

By Bob Goldberg / July 17, 2013

No matter how much you have, estate planning is essential. When James Gandolfini, the actor who played mob boss Tony in HBO show “The Sopranos”, died of a heart attack at 51 last month, he left an estate valued at roughly $70 million. Commentators have declared his estate plan a “disaster” because the lack of…

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Facebook Founders Use GRATs to Avoid Excessive Taxation; You Can Too

By Bob Goldberg / April 11, 2012

News sources recently revealed that Facebook founder Mark Zuckerberg—as well as other Facebook top brass—use Grantor Retained Annuity Trusts to protect their assets and investments from excessive taxation. Grantor Retained Annuity Trusts (more commonly called GRATs) are a perfectly legal—and very efficient—way to protect and pass significant assets from one person to another without incurring…

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2012 Could be the Year You Start Your Own Business

By Bob Goldberg / January 4, 2012

Before we move away from the topic of New Year’s resolutions, there’s one more New Year’s Resolution we’d like to address—that of taking control of your destiny and starting your own business. The desire to move away from corporate America and work for oneself is not at all unusual. Unfortunately, not all who make this…

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The Pros and Cons of a Crummey Trust

By Bob Goldberg / October 3, 2011

If you are looking for a reliable way to leave financial gifts to family members you may find that a Crummey trust is the right estate planning strategy for your family. A recent article in the Wall Street Journal explains that “Crummey trusts are used in many circumstances, but are best suited for making gifts…

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