- Free Consultation: +1 800-500-2525 Ext: 117
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Updated:
The Attitude of Gratitude
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Planning Issues for Women
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Gifting to Minors
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A Baker’s Dozen Reasons to Use a Trust
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Asset Protection is Inheritance Protection
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Planning For and Executing Inheritances (Part One)
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Aging Life Care Managers (ALCM)
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Taxation of Trusts
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You Cannot Disinherit Your Spouse
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Taking Back Control with a Living Trust
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Book Review: “The Good Life”, by Robert Waldinger, MD and Marc Schulz, PhD
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Home Care with Community Medicaid
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Qualifying for Medicaid to Pay for Long-Term Care
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Health Benefits of Forgiveness
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Reasons to Revise Your Estate Plan
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Book Review: “Successful Aging” by Daniel J. Levitin
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Contesting a Will
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If You Don’t Understand the Plan, You Don’t Have a Plan
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Polypharmacy in Older Adults
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The Five Steps to an Elder Law Estate Plan
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Trusts Create Order Out of Chaos
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Death with Dignity: Hospice Care
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Battling the Epidemic of Loneliness
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When Does a Trust Make Sense
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Book Review: Let’s Talk About Death, by Michael Hebb
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Better Sleep for Seniors
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In Wills We Trusted
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Strength Training for Seniors
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2023 Elder Law Estate Planning Changes
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Eight Good Reasons to Plan Your Estate
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Saving Half on the Nursing Home Doorstep
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Estate Planning for the Estranged Child
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Keeping The Lights On
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Powers of Attorney Are for Everyone
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The Secure Act and Your IRA
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Book Review: John Leland’s “Happiness is a Choice You Make”
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Avoiding Guardianship in New York
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Estate Planning for Pets
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Capital Gains Tax Tips
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The Value of Revising Your Estate Plan
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Advice on Removing an Executor from an Estate
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Feds Issue Warning about Denying Care to Individuals with Disabilities
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Staying Away from Financial Elder Abuse
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Estate Planning Is Critical During a Period of Wealth Transfer
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Taking Advantage of the Estate Tax Portability Provision
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What You Should Know About Creating a Special Trust for Your Elderly Loved One
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The Stonewall Era of LGBTQ+ Elders Approaches Long-Term Care
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Health and Human Services Lengthens Deadline for State Improvements to Some Medicaid Services
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Estate Planning Alternatives to Quiet Trusts
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Raising Issues of Incapacity or Undue Influence to Challenge Estate Plans
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Audits Could Leave Many People Without Health Insurance
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Postal Service Switches Retirement Benefits to Medicare
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Utilizing Trusts to Reduce Taxes Faced by Your Legacy
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Bear Markets and Estate Planning
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Utilizing Estate Planning for the Digital Future
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The Impact Covid Has on Long-Term Care Insurance
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Deciding Whether Your Senior Loved One Needs an Elder Law Attorney
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Estate Planning Issues to Consider Before Getting Married
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Understanding the Reality of Revocable Trusts
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Remember to Learn Your Parent’s Finance Plans
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Nursing Homes See Loss of Deficiency Appeals
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Additional State Oversight Needed to Improve Hospice Care for Assisted Living Population
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Eskra: A Reminder about Premarital Agreements and Estate Planning
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Lessons Learned from In re the Purported Will of Moore
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Austin Case Provides Estate Planning Lessons
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Trump Administration Medicare Faces Increased Scrutiny
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Biden Administration Begins Improvement of Nursing Homes
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Situations Where Your Digital Assets Last Longer Than You
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Estate Planning in the Digital Era
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Critical Issues to Consider When Estate Planning
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Tips on Avoiding Uncertainty about Health Documents While Estate Planning
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Reduction to Medicare Part B Looming
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4 Estate Planning Strategies to Protect Your Assets
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Revocable Trust Lessons After the Death of Stephen Sondheim
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Diversifying Your Assets After Years of Employment
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Avoiding Surprise Bill and Complications with a Recent Regulation
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State-Run ACA Exchanges Create Alternative Plans
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Economy’s Condition Thrives Off Obamacare
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Minimum Nursing Home Requirements Become Effective in New York
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Taking the Time to Begin (And Complete) Your Estate Plan
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Navigating Challenges Associated with Death Taxes
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Advice on Reviewing Family Legacy Plans
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Advice on Succession Planning in 2022
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Estate Planning Advice After Middle-Aged Divorces
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Issues that Could Invalidate a Will
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Biden Regulations Do Not Qualify Families As Essential Caregivers
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Restraining Orders by the Elderly Can Help Avoid Estate Planning Pitfalls
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The Role of the Stop Unfair Medicaid Recoveries Act
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Instability in Nursing Home Staffing Impacts Resident Quality of Care
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What to Know About New York’s Estate Tax Cliff
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Start-Up Poised to Make Estate Planning Accessible to Everyone
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What You Need to Know about Living Trusts
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How to Avoid Disagreements with Trustees
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A Quick Guide to Reverse Estate Planning
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Reasons to Revise Your Estate Plan:(And What You Should Consider Revising)
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National Institute of Health Bill Widens Medicare Telehealth
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Social Security in 2022 and Beyond
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Making the Most of Estate Planning in 2022
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Alternatives to Living Trusts
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Clark Case Provides Lesson on How to Avoid Family Estate Planning Disputes
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7 Limitations to Medicare
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Coronavirus Deaths Encourage New Elder Law Guidelines
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Understanding Special Administrators: Lessons Learned from In Re Estate of Jones
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The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore
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Estate Planning and Former Spouses
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Updates Made to State Voting Laws for People with Limited Capacity
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Dobson Highlights Challenges with Medicare Part D Medication Coverage
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What to Consider Following the Increase in the Annual Gift Tax Exclusion
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Crisis and Estate Planning Documents
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Demand for Estate Planning Increases As More Millennials Become Caregivers
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Geriatric Guidelines Suggest How to Improve Elderly Care
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What Should You Do After a Loved One Passes Away?
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Hidden Estate Planning Advantage to This Year’s IRS Filing
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4 Estate Planning Strategies to Protect Your Assets
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The Importance of Reviewing Digital Asset Estate Plans
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Commonly Asked Questions about Over-the-Counter Tests and Medicare
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How Medicare and Medicaid Are Addressing Long-Term Care Issues
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Reasons to Write an Electronic Will Regardless of Age
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Estate Plans Should Contemplate Pets
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Estate Planning Lessons from Rain Man
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How the Pandemic Impacted What Technology Is Used by Seniors
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Answers to Commonly Asked Medicare Home Health Questions
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Minnesota Case Emphasizes Important Trust Management Lessons
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Riverside v. Snukst: A Lesson on How to Avoid Trust Disputes
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Lessons from Heiting v. the United States: Utilizing Claim-Of-Right Deductions
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Federal Agency Increases Visibility about Fines Faced by Nursing Homes
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Court’s Expansive Interpretation of Abuse Act Widens Protection for Elder
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Making the Most of Estate Planning in 2022
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Taking the Time to Review or Create an Estate Plan
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Avoiding Undesirable Estate Planning Situations
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How to Help an Elderly Loved One Without Overstepping Boundaries
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Center for Medicaid Services Revised FAQ
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Understanding the Role of Federal Taxes in 2022
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The Advantage of Utilizing SPA Trusts in Your Estate Plan
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The Status of Estate and Gift Taxes in 2022
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Considering Medicare Advantage Plan Alternative
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A Few Ways to Increase Your Retirement Savings in 2022
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Centers for Medicare and Medicaid Revises Nursing Home Visitation Requirements
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A Few Important Things to Remember about Digital Asset Planning
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Estate Planning for Non U.S. Citizens
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New Community-Based Palliative Care Model Proposed
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Estate Planning Advice for Single Parents
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How to Terminate a Conservatorship
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Estate Planning Issues to Address Before 2021 Is Over
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Department of Treasury Releases Estate Planning Guidelines
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What You Can to Protect Your Inheritance
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Home Care and Hospice Services Still Uncertain about Federal Vaccine Requirements
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California Court Resolves Ownership Presumptions in Probate Disputes
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Avoid Falling for Myths about Slip and Falls
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The Estate Planning Needs of the Unmarried
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Understanding Psychiatric Advance Directives
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Revising Estate Plans Before and After Divorce
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Critical Estate Planning for Modern Families
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What You Should Know About Family Education Trusts
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Approaching Tax Law Changes That You Should Know
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Lessons Learned from the Management of the Late James Brown’s Estate
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The Challenge of Dealing with Children Born During and Outside Marriage
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Utilizing an Able Account to Care for Loved Ones
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5 Types of Estate Planning Documents You’ll Need
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The Basics: Estate Planning Issues for the Unmarried
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Study Reveals Turning 65 Greatly Lowers Health Care Costs
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Things You Should Know Before Your Writing a Will
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Performing Successful Estate Planning When You Have a Blended Family
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Medicaid Issues Statement on Third-Party Liability
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Anticipating Estate Planning Changes Under the Biden Administration
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Ways to Reduce the Risks of Probate Litigation
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Making the Most of Life Insurance In Your Estate Plan
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Important SSI Changes that You Should Know
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Study Shows Covid-19 Impacts More than Nursing Homes When It Comes to Seniors
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Answers to Some Common Nursing Home Problems
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What You Can Do Now to Protect Your Loved One from Elder Abuse
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Estate Plans Are for Everyone (Not Just the Extremely Wealthy)
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Estate Planning Issues to Address New Texas Proposals
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Ways You Can Utilize Life Insurance In Your Estate Plan
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A Review of Conservatorships Following the Britney Spears Case
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Be Aware! Recent Estate Planning Scams
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Taking Rising Healthcare Costs into Consideration
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Advice on Helping Your Loved One with Estate Planning
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5 Estate Planning Errors to Avoid if You Remarry with Children
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Widows and the Financial Dangers Associated with Remarriage
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Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts
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How to Remain Engaged with a Loved One Who Enters a Nursing Home
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Recognizing the Challenge with Naming Minors as Beneficiaries
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Medicare for 60-Years Is Not Always the Best Deal
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Elderly with Functional Impairments at Higher Risk for Misuse of Prescription Drugs
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Court Reverses Injunction against Co-Trustees
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Gun Safety and the Elderly
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Considering Using a Will vs. Trust in Your Estate Plan
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Utilizing Private Placement Life Insurance in Estate Planning
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After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents
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Advice on Using New York Trusts for Asset Protection
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Five Estate Planning Issues to Address on Retirement
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A Quick Review of Medicare Changes in 2021
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Some of the Most Notable Estate Planning Myths
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What You Should Understand about Working Past Retirement Past
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Appreciating the Medicare Five-Star Nursing Home Rating System
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Understanding How Federal Initiatives Will Impact the Future of Medicaid
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Readying Your Retirement Plan for Pending Tax Changes
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Six Pet Considerations for Estate Planning
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What Makes Estate Planning Critical
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Understanding How Divorce Impacts Your Estate Plan
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Ways to Avoid Retirement Savings Tax Issues
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Advice on Estate Planning for an LLC Interest
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New Jersey Court Decides Influential Elder Law Case
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A Simplified Power of Attorney: Holding the “Short” Form Power of Attorney to its Name
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How the Covid-19 Pandemic Has Increased the Risk of Elder Fraud
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California Court Decides Sonoma Trust Case
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Are Lifetime Gifts Right for You?
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Should You Revise Your Estate Plan After Your Children Age?
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Saving Wakanda: Estate Planning Lessons from Chadwick Boseman
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Important Estate Planning Issues if You’re Moving Abroad
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Advice on Planning for Nursing Home Care Cost
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Lessons Learned from In Estate of Tillotson
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Considering Medicaid If You’re Under 65
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Advice on Selecting a Professional Trustee to Manage Your Trust
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What Made Nursing Homes Vulnerable to the Coronavirus
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Utilizing Asset Location While Estate Planning
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Lawsuit Challenges Preventive Care Under Affordable Care Act
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Anticipating Potential Changes with Estate Planning
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Addressing Depression Following a Dementia Diagnosis
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3 Tips about Using Life Insurance In Your Estate Plan
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2 Estate Planning Issues for Business Owners
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The Truth Behind 3 Myths Concerning Asset Ownership and Nursing Homes
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Lessons Learned About Residuary Clauses after Odom v. Coleman
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Factors to Consider When Deciding Whether a Spousal Lifetime Access Trust Is Right for You
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3 Critical Estate Planning Steps People of All Ages Should Take
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4 Details about Utilizing Crisis Medicaid Planning
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4 Critical Steps to Take While Managing Your Google Account for Estate Planning
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Lessons Learned After In Re Estate of Theodore George
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5 Tips on Engaging in Successful Estate Planning
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5 Things You Should Know About Adult Guardianship
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4 Reasons Why Everyone Needs an Estate Plan
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Recognizing the 4 Most Common Types of Social Security Fraud
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4 Estate Planning Techniques to Consider During the Covid-19 Pandemic
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5 Mistakes in Trusts Or Wills that Courts Might Correct
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4 Pieces of Estate Planning Advice for Second Marriages
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3 Questions about Guardians After Framing Brittney
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Maxey v. Maxey: 3 Takeaways about Placing Real Estate in Trusts
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3 Things to Consider about Handwritten Wills in New York
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5 Things to Consider About Nursing Home
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4 Pieces of Advice About Selecting an Assisted Living Facility
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5 Tips on Caring for a Long-Distance Aging Parent
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2 New Tax Changes that Will Impact Your Estate Plan
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4 Ways to Care for a Loved One in a Nursing Home
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4 Critical Estate Planning Actions to Take While You’re Still Healthy
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3 Facts about Navigating Elder Abuse during the Covid-19 Pandemic
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3 Facts about Estate Planning Challenges After Mayberry
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3 Estate Planning Lessons from Prince
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4 Tips on Navigating a Loved One’s Dementia
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3 Details to Remember about Signing Estate Plans Remotely
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5 Tips on Navigating Elder Law – Estate Planning After a Divorce
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3 Things to Remember About How Adoptions Impacts Estate Planning
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3 Tips on Estate Planning During a New Presidential Administration
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3 Critical Things to Remember about New York Holographic Wills
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3 Pieces of Advice on Estate Planning for Your Digital Assets
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Important Issues to Consider About Federal Estate Tax in 2021
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Ways to Avoid Being “Squeezed” as an Elderly Caregiver
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What Ochse v. Ochse Means for Trust Planning
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Lessons Learned After IRS Proposes User Fee for Estate Tax Closing Letters
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Lessons Learned After New York Mail Fraud Case
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3 Tips on Discussing Estate Planning with Your Parents
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4 Things To Appreciate About Theft and Nursing Homes
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Reasons Why Estate Planning Should Be Part of Your Retirement Plan
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4 Things to Understand about Nursing Homes and Bed Sores
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Estate Planning Advice If You Plan on Relocating
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3 Tips About When Crisis Medicaid Planning Is Appropriate
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Deciding Whether a Revocable or Irrevocable Trust Is Best For You
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4 Issues to Remember About “Black Sheeps” and Estate Planning
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3 Pieces of Advice on Selecting a Trustee
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3 Estate Planning Strategies As You Plan Out 2021
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4 Important Things to Remember about Guardian Ad Litem
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4 Tips on Adding Powers of Appointment to Your Estate Plan
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4 Issues to Consider When Creating a Spousal Lifetime Access Trust
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3 Ways to Reduce COVID-19 Risks in Nursing Homes
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3 Tips on Having Long-Term Care Discussions Now And Not Later
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How to Create an Estate Plan that Can Be Quickly Modified
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3 Ways Life Insurance Policies Play Vital Roles in Estate Plans
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4 Estate Planning Reminders During The COVID-19 Spike
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3 Invaluable Estate Planning Trusts You Should Consider
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Four COVID-19 Scams To Avoid
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3 Reasons Why You’ll Like Need More than a Will
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3 Things to Remember About Passing Assets to a Financially Irresponsible Beneficiary
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Overcoming the Challenge of Undue Influence
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A Quick Guide to Caregiver Assignments
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Frequently Asked Questions About Qualified Personal Residence Trusts
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Who Can Be Held Liable for New York Nursing Home Deaths?
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What Should You Know About Electronic Wills?
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A Quick Guide to Spousal Lifetime Access Trusts
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3 Ways to Transfer Property to a Special Needs Trust
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Deciding if Now Is the Best Time for Family Gifting
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What’s the Difference Between Power of Attorney and a Guardianship?
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Estate Planning Advice as a Surviving Spouse
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What the Biden Presidency Means for Your Estate Plan
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Making the Most of Estate Planning Opportunities
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Utilizing Estate Plan to Establish Your Legacy
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Safe Ways to Spend Assets So You Still Qualify for Medicaid
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Post-Election Estate Planning Issues You Should Consider
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Protecting Assets With Caregiver Agreements
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Business Succession Planning
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The Four Basic Protections of Elder Law Estate Planning
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2020 Medicaid Rates for Community and Nursing Home Medicaid in New York
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How the New Rules Under the Secure Act Changes the Way People Will Inherit Money
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A Primer on Recent Financial Opportunity Zone Regulations
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Save for Retirement and Pay-Off Your Student Loans
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What Real Estate Inheritance Option Is Best For You?
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Children and Estate Plans: Equality Is Not Required
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How Much Do You Think You Need for Retirement?
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Growing with Your Estate Plan: How Things Change As You Age
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About 40 Million Americans to Experience a Drop to their FICO Score
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5 Critical Reminders about Inheritance Tax
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Advances in Reproductive Technology Lead to Estate Planning Obstacles
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Assisted Reproductive Technology and Estate Plans
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4 Reasons Your Loved Ones Wish You Had an Estate Plan
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Why Claiming Social Security Benefits at 62 May be Good for You
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Trusts and Family-Run Government Contractor Companies
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Things to Know If You’re Considering a Handwritten New York Will
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What did he do with all the money?
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Estate Planning and Separate Property in New York
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Divorcees, You Could Be Owed Extra Social Security benefits?
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Distinguishing Between the Types of Guardianship in New York
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How much can you receive in divorce benefits?
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Using a Will to Place Assets into a Trust
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Are You Still Concerned About Your Child’s Spouse?
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How Long You Can Expect Estate Asset Distribution to Take
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When Wills Aren’t Enough to Solve Estate Planning Disputes
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Quick Advice about COVID-19 and Wealth Transfer Planning
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Updated:
Advice on Discussing Long Term Care with Parents
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Estate Planning in Turbulent Times – Additional Things to Consider
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Lessons Learned from Knives Out
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Reasons to Review Your Estate Plan in 2020
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Updated:
4 Things to Remember about Irrevocable Trusts
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Updated:
3 Estate Planning Alternatives to Stretch IRAs
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Updated:
Patient Access to Medical Records to Improve but Privacy May Be Compromised
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Updated:
Remedying Estate Planning Mistakes with Trusts
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Updated:
Nursing Home Residents are Vulnerable to Coronavirus
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Updated:
Advice on Performing a Retirement Review
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Updated:
Tips on Planning for the Care of Your Pet
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Updated:
Should I Get Long-Term Care Insurance?
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Updated:
Is a 401(k) Rollover Worth It?
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Pay Up: 13 States that Tax Social Security Benefits
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Why Advance Health Directives Are Overlooked and How to Create One
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Updated:
Advice on Letting Your Children Know They Won’t Receive an Inheritance
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Back to Basics: Estate Planning 101, Part IV
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Updated:
What Separates ABLE Accounts From Special Needs Trusts?
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Updated:
Discovering the Power of Estate Accounts
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Back to Basics: Estate Planning 101, Part III
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Back to Basics: Estate Planning 101, Part II
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How the Repeal of Stretch IRAs in 2020 Will Impact Estate Planning
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Updated:
6 End of Year Estate Planning Mistakes to Avoid
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Back to Basics: Estate Planning 101, Part I
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Critical Advice when Selecting a Trustee
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When a Beneficiary Passes Away before a Testator in New York
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Updated:
New York Publicity Law and Estate Planning
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Advice on Estate Planning for New York Farm Families
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Deciding on a New York Home Funeral
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Difficulties that Can Arise with Guardianship
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Estate Conflicts in Close-Knit Families
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Anticipating the Role of Electronic Wills
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Deciding Whether to Create a Trust for Children
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Updated:
2020 Guide to Social Security for Married Couples
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Updated:
2020 Guide to Social Security as You Approach Retirement
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Updated:
3 Tips for Reading a Trust
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Updated:
2 Estate Planning Lessons from Recent Cases
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Updated:
Going to Canada for Insulin
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Updated:
Updating Your Estate Plan around Divorce
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Updated:
Driving to Canada for Cheap Prescription Drugs
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Updated:
Making the Most of Your 401(k) in 2020
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Updated:
Six Things to Do When Your Parents Do Not Have Retirement Savings
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Updated:
What To Do if There’s No to Receive Your Assets
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Updated:
What New Jersey’s Aid-In Dying Law Means for Estate Planning
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Updated:
Do you have the holiday blues?
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Updated:
Tips on Implementing Your Digital Life into your Estate Plan
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Updated:
Social Security Alone will Not Pay for All of your Living Costs in Retirement
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Updated:
Advice on Passing on Ownership in Family Businesses
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Updated:
Deciding which IRA Works Best for You
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Updated:
Proposal to Raise Social Security’s Retirement Age
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Updated:
Deciding What Role Your Home Plays in Estate Planning
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Updated:
The Single Worst Social Security Claiming Mistake you Can Make
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Utilizing Reverse Mortgage in Estate Planning
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Updated:
Why you lose when you claim Social Security benefits early
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Updated:
Estate Planning Strategies to Utilize Before the End of the Year
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Updated:
Options if You Disagree with Estate Distribution: Lessons from In Re: Estate of Krasinski
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Updated:
How We Sleep
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Estate Planning Documents All College Students Need
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Retaking the Night: Sleeping with Obstructive Sleep Apnea
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Disinheritance Following a Second Marriage
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Retaking the Night: Sleeping with Cancer
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How to Stop Procrastinating and Write Your Estate Plan
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Updated:
How to Better Prepare Your Family for the Unanticipated
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Aging and Sleep
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Updated:
Estate Planning Errors You Need to Avoid
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Updated:
Trump’s Health Care Transparency Regulations
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Using Irrevocable Life Insurance Trusts to Avoid Estate Taxes
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Updated:
Continuing Care at Home
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4 Tips for Managing Digital Assets
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Updated:
Can I Get Kicked Out of My Assisted Living Home?
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Updated:
The Challenges and Advantages of Creating a Trust
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Updated:
Exemptions to the Bankruptcy Marital Exception
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Updated:
Uptick in Lawsuits by Hospitals to Recoup Unpaid Medical Bills
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Updated:
How to Better Protect Your Assets from Creditors: Lessons from In Estate of Holdaway
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Updated:
Advantages of Non-traditional Estate Planning Tips
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Updated:
2018 Special Needs Trust POMS Revisions
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Updated:
When Should You Get A POLST Order?
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Updated:
How to Stop Hesitating and Finally Write Your Estate Plans
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How Beneficiary Designations Can Complicate Your Estate Plan
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Updated:
Social Security COLA for 2020 to Increase 1.6%
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Updated:
Steps to Take before Death or Disability
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Updated:
Changes to Nursing Home Compare Facility Information
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Updated:
Estate Planning Documents Every Young Child Needs
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Updated:
Understanding the Role of Trust Protectors
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Updated:
An Army of Volunteer Helpers
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Updated:
How is Inheritance Tax Different from Estate Tax?
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Updated:
What Happens When a Will’s Language is Inconsistent with the Titling of an Account Held with Survivorship Rights?
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Updated:
Advice on Handling Specific Bequests in Wills
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Updated:
What You Should Know About the New York Survivor’s Benefit Program
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Updated:
Can Debt Collectors and Creditors Garnish My Retirement Benefits?
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Updated:
Important Estate Planning Steps to Take after a Parent’s Death
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Updated:
Why More than Wills Are Necessary for Estate Planning
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Updated:
What to Do When a Loved One Passes (The Survivor’s Guide)
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Updated:
Estate Planning Strategies for Couples without Children
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Updated:
Estate Planning Advice for Millenials
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Updated:
What Trust Instrument Is Right for You?
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Updated:
New Estate Planning Topics You Should Know About
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Updated:
How to Reduce the Risk of Revocable Trust Litigation
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Updated:
Understanding the Differences Between Revocable and Irrevocable Trusts
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Updated:
Estate Planning and 529 Plans
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Updated:
Mistakes to Avoid When Establishing Trusts, Part 2
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Updated:
Should Medicaid Planning Be Included in Your Estate Plan?
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Updated:
A Quick Guide to New York MOLST Forms
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Updated:
Mistakes to Avoid When 
New York Estate Planning & Elder Law Blog