Blog Archives

Veterans Benefits Update

The VA and Medicaid landscape is ever changing, and always in favor of government. We wrote you last fall to advise you of the pending 36-month lookback for VA Aid and Attendance. The new rules would impose a 36-month look

Posted in 2016 Newsletter, Newsletter, Veterans Benefits

How Does My Family Access My Digital Assets?

More and more of our business and personal interactions are conducted online. We expect that our online communications are private; less so for social media than for, say, online banking. What happens to these accounts if we get sick or

Posted in 2016 Newsletter, Digital Assets, Newsletter

We’re In Our 70s, Should We Get Married?

On balance, the answer is “no.” Once married, both spouse’s assets must be counted for purposes of Medicaid eligibility. It is better to live in sin. However, as love does not have an age limit, many couples decide to marry

Posted in 2016 Newsletter, Medicaid, Newsletter, Trusts

What Happens To My Estate Plan If I Get Divorced?

It is important that each spouse revise his or her estate plan after divorce. While divorce automatically revokes spousal rights under a will, trust, and powers of attorney, it invariably leaves a void with respect to who is in charge

Posted in 2016 Newsletter, Estate Planning, Newsletter, Trusts

Is Your Estate Plan In Order?

The death of a celebrity, especially when it is sudden, captures our imagination. We want to know how they died and, of course, what will happen to their money. To us at Accettura and Hurwitz, these deaths are a reminder

Posted in 2016 Newsletter, Estate Planning, Newsletter, Trusts

Ladybird Deeds and the new Uncapping Rules

As reported in our Fall 2014 Newsletter, recent legislation prevents property tax assessment uncapping for most death-time residential real estate transfers to close family members. It now appears (although the jury is still out), however, that transfers at death via

Posted in 2015 Newsletter, Newsletter

Special Needs Trusts For Special Children

The Social Security Administration has increased its scrutiny of Special Needs Trusts (“SNT”). They are looking closely at such trusts to determine whether the trust language could be construed to require the trustee to provide the primary support and maintenance

Posted in 2015 Newsletter, Aid and Attendance, Newsletter

Create an Asset Protection Trust Before It’s Too Late!

The VA and Medicaid landscape is ever changing, and always in favor of government. We wrote you last fall to advise you of the pending 36-month look-back for VA Aid and Attendance. The new rules would impose a 36-month look

Posted in 2015 Newsletter, Aid and Attendance, Medicaid, Newsletter, Trusts

Spring 2015 Office Update – About Us

P. Mark Accettura presented to the national convention of the AICPA on his most recent book, “Blood & Money: Why Families Fight and What To Do About It.” He had a large and enthusiastic (for accountants) audience, and stayed at

Posted in 2015 Newsletter, Newsletter

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Blood & Money

“Arguably the most culturally jarring theory in history, the theory of natural selection gave rise to the Darwinian revolution that changed both science and culture in ways immeasurable.”

- Michael Shermer,
Why Darwin Matters Prologue, 2006

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