Year End Charitable Giving: IRS Tips
In this appearance, Vincent J. Russo discusses how to maximize gifts with IRA funds, what…
How can a Supplemental Needs Trust Protect Assets for a Child with Special Needs
In this appearance, Vincent J. Russo discusses Third-Party Supplemental Needs Trusts including how it protects…
Revocable Living Trusts – Pros and Cons
In this appearance, Vincent J. Russo discusses Revocable Living Trusts, the benefits in one’s Estate Plan,…
Gift Taxes and Annual Exclusion Gifts
In this appearance, Vincent J. Russo discusses the gift tax laws including annual exclusion gifts,…
Falling Prey to Scammers
In this appearance, Vincent J. Russo discusses what not to do when scammers contact you,…
Medicaid and Spousal Protections
In this appearance, Vincent J. Russo discusses spousal allowances, accessing Medicaid for an ill spouse,…
Honoring the Heroes of 9/11
In this appearance, Vincent J. Russo shares the history of the Zadruga Act, scope of…
What Happens to Me If I Can’t Manage My Affairs?
In this appearance, Vincent J. Russo discusses when a guardian is needed, the legal process…
No Surprises for Medical Bills
In this appearance, Vincent J. Russo discusses the “No Surprises Act” which covers out-of-network and…
The Problem with Transactional Estate Planning
In this appearance, Vincent J. Russo discusses the pitfalls of Transactional Estate Planning and the benefits…
Tips on Selling Your Home
In this appearance, Vincent J. Russo discusses the most profitable way to sell your home,…
Do I Need an Attorney When Selling My Home?
In this appearance, Vincent J. Russo discusses important contract provisions, the role of Title Insurance,…
It’s Your Money: File a Claim!
Tune in to hear Vincent J. Russo discuss how to determine if you have unclaimed…
Reverse Mortgages: Can be a Game Changer! (Part Two)
Tune in to hear Vincent J. Russo discuss the pros and cons of reverse mortgages,…
Reverse Mortgages: Can be a Game Changer! (Part One)
Tune in to hear Vincent J. Russo discuss reverse mortgages, who can qualify, and how reverse…
Life Estates: Helpful or Problematic? (Part Three: Medicaid)
Tune in to hear Vincent J. Russo discuss life estates as a Medicaid strategy, how life…
Life Estates: Helpful or Problematic? (Part Two: Taxes)
Tune in to hear Vincent J. Russo discuss how real estate taxes are treated, who pays…
Life Estates: Helpful or Problematic? (Part One)
Tune in to hear Vincent J. Russo discuss life estates, how to create one, and…
Life Insurance Settlements: Seller Beware
Tune in to hear Vincent J. Russo discuss life insurance settlements, the pros and cons…
Selling Your Residence and the Capital Gain Exclusion
Tune in to hear Vincent J. Russo discuss calculating the Gain subject to Tax, qualifying…
Tax Tips to Save Money
Tune in to hear Vincent J. Russo discuss how to lower taxes for 2022, how…
Do You Know Who Owns Your House?
Tune in to hear Vincent J. Russo discuss the different types of home ownership including…
Making (and Keeping) Your New Year Resolutions
Tune in to hear Vincent J. Russo share a Top Ten list of New Year Resolutions…