Blog | Law Offices of Gary Waitzman

Differences Between Long-Term Care and Disability Insurance

On October 9, 2017 / Blog, Information, Portfolio / Leave a comment

Insurance options can be quite confusing to understand by many. This is especially true when understanding the differences between long-term care insurance and disability insurance. Both types of insurance help pay expenses when a policy holder becomes too ill to work or care for themselves. Both are

Why You Need to Protect Your Digital Assets

On October 2, 2017 / Blog, estate planning, Information / Leave a comment

Digital assets are company material, usually in electronic format, that are related to your product’s branding. Some of these may include personal websites and blogs, online accounts, social media pages, images, logos, maps, documents and investment accounts with online statements. Digital Asset Management entails organizing, sharing, and storing companies’

Valuation Discounts Appear to Be Sticking Around

On September 17, 2017 / Blog, estate planning, Information, taxes / Leave a comment

Recent developments on Capitol Hill appear to show that valuation discounts for family-owned businesses are not going away anytime soon. In April, President Donald Trump issued an executive order requiring the U.S. Treasury to identify within 60 days any regulations that impose an undue financial burden on

Tips for Baby Boomers – What To Do If Your Kids Would Rather Not Inherit Your Collectibles

On September 10, 2017 / Blog, estate planning, Information / Leave a comment

Baby boomers represent a generation of super collectors. They have often accumulated fancy dinnerware, traditional furnishings, and decorative objects representing decades of style trends. The number of “family treasures” a person can collect over several decades can be overwhelming. Outside of items baby boomers purchased, baby boomers

Answer: Who Should I Choose as Trustees of My Trust?

On August 27, 2017 / Blog, estate planning, Information, Living Trust / Leave a comment

You can select an individual as a Trustee, such as a close friend or family member; or a professional can be selected, such as an attorney or CPA; or you may choose a financial institution or a bank. A good Trustee should be someone who is honest

Archive for the Blog Category

Differences Between Long-Term Care and Disability Insurance

Why You Need to Protect Your Digital Assets

Valuation Discounts Appear to Be Sticking Around

Tips for Baby Boomers – What To Do If Your Kids Would Rather Not Inherit Your Collectibles

Answer: Who Should I Choose as Trustees of My Trust?

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