Pass Through Deductions and Other Tax Cuts and Jobs Act Subjects
Apr 28, 2018
This video describes how the Tax Cuts and Jobs Act changes the most widely used income tax deductions related to state and local taxes, mortgage interest deductions and personal exemptions. It also co...
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Long Term Care Issues and Medicaid Updated for 2017
Nov 23, 2017
This is a four part video series on Long Term Care Issues and Medicaid updated for 2017. The videos cover: (1) What is long term care? (2) Who and what does Medicaid cover? (3) What are the income lim...
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Basic Estate Planning after ATRA Updated for 2017
Nov 23, 2017
This is an update of my 15 part video on basic estate planning....
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Review of LegalZoom Estate Planning Service
Nov 07, 2016
This is a 2 Part review of the LegalZoom Estate Planning document preparation service. Part 1 is a step by step examination of the LegalZoom process from log in to the end of the interview. Part 2 of ...
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Long Term Care Issues and Medicaid
Jan 19, 2015
This video is based on Connecticut law. It is in four parts as follows:
Part 1: What is long term care? Who and what does Medicaid cover? What are the income limitations?
Part 2: What are the a...
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Trusts and Trust Administration
Jan 19, 2015
This video on trusts and trust administration is in 3 parts. It is based primarily on Connecticut law but much of it is general and nature and applicable, in general, to most U.S. jurisdictions. For...
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Estate Settlement and Trust Administration in Connecticut
Jan 19, 2015
This video is in seven parts. Parts 1 and 2 of our video on Estate Settlement and Trust Administration discuss estate settlement from the probate application up to preparation of the final account....
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Basic Estate Planning after ATRA
Jan 19, 2015
This video is applicable primarily to Connecticut residents but much is of general application to residents of other U.S. jurisdictions. Note that New York tax rules (mentioned in the video) have cha...
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Online Estate Plan Review
Jan 19, 2015
Answer a series of thought-provoking questions about your circumstances and objectives and receive a personalized report. We are providing this service without charge to encourage you to reflect on y...
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