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New York Estate Planning & Elder Law Blog

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Proposed New York Medicaid “Personal Care” Cuts Halted By Court

Not long ago a few residents received some disturbing news–the New York Medicaid support that they counted on to survive was being cut back. Many of these community members had severe disabilities, needing help with every aspect of their life, from dressing and bathing to eating and traveling. Many seniors…

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Fundamentals of Estate Planning: Naming a Trustee

A trust is the central legal tool used to provide the flexibility and protection most residents use when planning for their long term financial, inheritance, and health care needs. There are many different types of trusts which provide different benefits to residents; each type comes with its own rules. However,…

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DOMA Challenges Mount

The Defense of Marriage Act continues to make headlines, as several states have now challenged the constitutionality of the federal law which defines marriage as exclusively between a man and a woman. New York is among three states (including Vermont and Connecticut) which currently allow same-sex couples to wed and…

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Bringing in a Third-Party to Resolve Eldercare Disputes

Elder care encompasses a wide-range of issues, from day-to-day lifestyle concerns to potential long-term care moves. The issues progress over time for most families. They begin with family questions about whether a senior should continue driving, for example, and advance to consideration of moving into an assisted-living home or even…

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Contingent Beneficiaries for IRA Accounts

Properly naming beneficiaries in things like Individual Retirement Accounts (IRAs) is obviously a crucial component of all New York estate plans. One of the most common planning mistakes is failing to update these beneficiary designations. These mistakes are serious, because assets in these accounts usually transfer at death automatically–outside of…

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