Information | Law Offices of Gary Waitzman

Parents and Grandparents Planning for Minor Children – A Trust May Be the Best Option for Asset Distribution

On December 11, 2017 / Information, Living Trust, Uncategorized / 1 Comment

A previous blog post discussed guardianship, the first of two issues that affect planning for minor children. This post will look at some ideas for leaving money to minor children. First is the idea that minors cannot really own investments outright. As such, dealing with gifts of

Tips For Minimizing the Effects of the Equifax Data Breach

On October 29, 2017 / Blog, Information, Living Trust / Leave a comment

The data breach of Equifax, one of the big three major credit reporting agencies, has exposed the sensitive, personal information of 143 million Americans, according to news reports. The breach lasted from mid-May through July, according to Equifax. Hackers gained access to people’s names, social security numbers,

Estate Tax Repeal Hits Resistance

On October 15, 2017 / Blog, estate planning, estate taxes, Information / Leave a comment

Will they? Or won’t they? Repealing the federal estate tax has been a question on advisors’ minds for nearly a decade. It’s back on the table again as the Senate mulls over a possible repeal amid all the deal making on Capitol Hill. In 2015, the House

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’

Archive for the Information Category

Parents and Grandparents Planning for Minor Children – A Trust May Be the Best Option for Asset Distribution

Tips For Minimizing the Effects of the Equifax Data Breach

Estate Tax Repeal Hits Resistance

Differences Between Long-Term Care and Disability Insurance

Why You Need to Protect Your Digital Assets

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