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Author Archives: Victor Medina
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
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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
Has Estate Planning Become Obsolete With The New Estate Tax Law?
Last month, Congress passed a broad tax law that included estate tax provisions increasing exemption amounts to $5 million per person. The new law, now known by an acronym that, if I write it here, will have you fleeing to … Continue reading
The Estate Planning Prescription Pad
I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client’s existing estate plans (where I was not the attorney or scrivener) … Continue reading
Where There Is A Will There Is a War!
I can’t quite put my finger on why, but folks have an awfully hard time discussing their estate planning, their finances, and their wishes with their family. Whether it stems from a denial of mortality or simple modesty, most people … Continue reading
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New Video Post – Life Insurance & Estate Planning Primer
Are you confused about life insurance and how it plays into your estate plan? Many people have misconceptions about life insurance and whether it passes estate tax free or not. Watch this short video to learn the basics. Continue reading
Posted in Foundational Estate Plans, Funding, Video
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Pay No Attention To The Estate Planner Behind The Curtain!
Not everything on the Internet is what it seems. That goes for estate planning solutions as well. Take the time to make a real relationship with an actual person when spending money on something as crucial as estate planning. Continue reading
The “Torpedo” Hits New Jersey
I can’t remember a hotter summer in New Jersey than this Summer 2010. With temperatures regularly above 90 degrees, the Medina Clan has been working hard to find ways to stay cool. Thanks to my wife’s tireless research, we’ve been … Continue reading