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Gene Kirzhner Feb. 9, 2015

Mental and Physical Exercises to Keep the Brain Fit

We hope that our clients can live full, happy and healthy lives and that they will follow the excellent mental and physical health suggestions contained in this interesting article.

Gene Kirzhner Jan. 23, 2015

A Wise Lesson For Elder Law Clients & Their Families…

We’d like to bring to your attention two recent articles from Elder Law Answers highlighting issues in elder law and estate planning that should be on everyone’s radar.

Gene Kirzhner Nov. 26, 2014

Who Should You Choose as Your Fiduciaries?

Clients often hear the word “fiduciary” mentioned when visiting an estate planning attorney. Simply put, a fiduciary is “someone who has undertaken to act on behalf of another

Gene Kirzhner Oct. 28, 2014

Petition for Probate: Opening a Probate Estate

Case: A gentleman who had been granted Durable Power of Attorney by his elderly mother needed to transfer money from her mutual funds account into a checking account of which he and his mother were joint owners.

Gene Kirzhner Oct. 28, 2014

Medical Powers Of Attorney 101

Medical durable powers of attorney, also known as health care proxies, are documents that allow third persons to speak on another’s behalf in order to convey the person’s medical and health care wishes.

Gene Kirzhner Oct. 28, 2014

Rhode Island Estate Tax Update

Rhode Island, previously among the most unfriendly estate tax regimes in the country, has now increased its exemption amount to $1.5 million with the passage of the 2015 fiscal year budget bill.

Gene Kirzhner Oct. 8, 2014

Protecting the Primary Residence

Beginning July 1, 2014, Rhode Island Medicaid planning became a little bit more difficult as one common option to protect the primary residence was “taken off the table”.

Gene Kirzhner Sept. 8, 2014

Estate Planning For Same-Sex Couples

In light of the 2013 Windsor decision, which struck down as unconstitutional the portion of the Defense of Marriage Act (DOMA) that codified marriage as between man and woman

Gene Kirzhner June 28, 2014

Lessons From The Paul Walker Estate

A few months back we wrote about the untimely death of James Gandolfini and some of the estate planning lessons that could be learned from the tragedy.

Gene Kirzhner May 28, 2014

Three Basic Estate Planning Techniques – Is One Better Than the Others?

One common question we are often asked by clients is: Do I need a living trust? For many clients, a living trust is a valuable device that can serve a number of purposes.

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