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ARTICLES

Michael S. Winsten

Another Species of Estate Planning – Pet Trusts

Back in 2007, a Maltese pup named "Trouble" who was the pet of hotel heiress Leona Helmsley was left a trust fund of $12 million to pay for the dog’s care. Unfortunately, pet inheritances have suffered a dubious reputation ever since.
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Michael S. Winsten

Supporting Family Caregivers This November

Did you know that November is National Family Caregiver Support Month? Even if you are not a family caregiver, you probably know someone who is. Millions of Americans are willing to provide varying support levels to older relatives and even friends.
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Michael S. Winsten

Estate Planning If You Own Cryptocurrency

The popularity of cryptocurrency continues to grow, and as many as 46 million Americans own the well-known crypto asset, Bitcoin, according to a report by Florida Today. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system.
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Michael S. Winsten

The Benefits of a Living Trust

Seniors are highly vulnerable to financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that planning is in place to help seniors protect themselves and their assets.
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Michael S. Winsten

Digital Records Management Proven Successful

Digital technology continues to make our daily lives more efficient. Everyday smartphones, tablets, and other web-enabled devices allow us to communicate seamlessly. Technology applications have changed medical communities and systems, morphing them into an information-rich enterprise.
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Michael S. Winsten

The Benefits of the Senior Safe Act

Seniors now have federal protection, the Senior Safe Act, from financial abuse from either within a family or support system or by scammers taking advantage of them. Tens of billions of dollars each year are illegally taken from US seniors and these numbers only reflect the crimes being reported.
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Michael S. Winsten

Prenups for Seniors?

A married couple, Ginny and George, had extended family they wanted to leave all their assets to when they died. Unfortunately, Ginny was then diagnosed with cancer. She began to worry: What could happen if she died before George did, and George remarried? Or vice versa?
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