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Recent Posts
- Gifts Large & Small for Family Members Suffering from Dementia & Alzheimer’s
- Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
- My Post About Steve Jobs
- Sometimes You Don’t Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates
- My 7 year old gives a warning, and I get the point – eventually.
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Author Archives: Victor Medina
Gifts Large & Small for Family Members Suffering from Dementia & Alzheimer’s
I was reading my youngest son a story before bedtime. Lately, he’s been into the Berenstain Bears and tonight we read The Berenstain Bears and The Joy of Giving. This one is a Christmas story that tries to teach that … Continue reading
Posted in Elder Law
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Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
Here is one of those posts that tells you to go read another website. Nothing fancy on this end, just go read that other article. Interesting article today in Forbes, entitled Five Crucial Estate Planning Mistakes You Are Making. Read … Continue reading
Posted in Uncategorized
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My Post About Steve Jobs
When I heard about Steve Jobs resigning as CEO of Apple, I was in the middle of running rehearsal for the a cappella group of which I am the assistant musical director. I found out the news because my friend, … Continue reading
Posted in Apple, Family, Personal, Tech
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Sometimes You Don’t Want To Be Number One – New Jersey Leads Combined Federal & State Death Tax Rates
One of the first consequences of the new estate tax law for 2011, the one raising the federal exemption amount to $5 million for an individual, was that financial advisors and planners were saying that “estate tax planning was OVER.” … Continue reading
The Self-Made Can Make It Again
When I talk to clients about the best way to leave assets for the next generation, I try to impress upon then the idea that inherited money feels different than money that is earned. It’s like Monopoly money, which is … Continue reading
Why Estate Plans Fail
A common misperception about estate planning is that it is a “set it and forget it” activity. Often listed as a to-do on a long checklist of prudent adult responsibilities, creating a Will or naming guardians is a task that … Continue reading
Victor Medina Elected President of the American Association of Trust, Estate & Elder Law Attorneys
FOR IMMEDIATE RELEASE: March 25, 2011 Victor J. Medina, Esq. Elected President of the American Association of Trust, Estate & Elder Law Attorneys Pennington, New Jersey, March 25, 2011 — Victor Medina, Managing Partner for the Medina Law Group, … Continue reading
Posted in Press Release
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Estate Tax Gambler’s Anonymous
One of the topics I discuss in my initial client meetings is the federal estate tax and its future. Over the years, the discussion has had to change as the landscape of federal estate tax changes. I’m often asked what … Continue reading
Free Elder Law Advice: What’s The Motivation?
There’s an old acting joke whereby actors look to directors to learn, “What’s my motivation for this scene?” I often help clients understand, as they are bombarded with advice from people on the issue of VA benefits and Medicaid, what … Continue reading
The VA Benefits Medicaid Ticking Time Bomb
The VA Aid and Attendance program – where veterans and their surviving spouses can receive a special pension to cover medical expenses – has certain financial eligibility requirements, which include an income and asset test. In short, qualifying applicants cannot … Continue reading