Month: December 2014

Observations on the U.S. Trust Annual Wealth Survey

U.S. Trust conducts an annual survey of high net worth individuals to prepare a comprehensive report it calls the “Insights on Wealth and Worth” (“Survey”).  While there are many fascinating observations and conclusions that may be drawn from the 2014 Survey, we have highlighted a few below that have a direct bearing on our practice […]
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An Expensive Family Fight Over an Item Worth $100

A 2014 Maine court case illustrates how some families can get into significant arguments over what seems to outside observers to be fairly insignificant things. See Estate of Greenblatt, 86 A.3d 1215 (Me. 2014). In 2008 Ada Greenblatt died childless. Her will provided for specific monetary amounts to two charities and 14 nieces and nephews, […]
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Change in Eligibility Criteria for VA’s Healthcare Program

The Veterans Health Administration is America’s largest integrated health care system, serving over 8.5 million veterans each year.  A veteran who served in the active military and was separated from service under any condition other than dishonorable may qualify for VA health care benefits.  The total number of VA treatment sites is now over 1,400 […]
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