Estate Planning, Estate Taxes, Medicaid Applications, Medicaid Asset Protection Trust Tax and Medicaid Law Changes for 2025 For 2025 the exemptions for estate taxes rise to $7.16 million for New York estate taxes and to $13.99 million … January 10, 2025 2 MIN READ
Elder law estate planning, Estate Planning Myths About Estate Planning The first myth to explore about estate planning is that you can do it yourself over the internet. This supposes … November 21, 2024 2 MIN READ
Estate Planning, Living Trusts, Second Marriage Planning In second marriage planning a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … July 12, 2024 3 MIN READ
Estate Planning, Healthcare Decisions Health Care Decision-Making For health care decision-making when a doctor determines you are unable to make medical decisions for yourself New York has … March 22, 2024 3 MIN READ
Estate Planning, Power of Attorney, Wills Planning for Those You Are Responsible For A client came in to see us for their follow-up consultation. The client shared that in between their two meetings … March 15, 2024 2 MIN READ
Elder Law, Estate Planning What is Elder Law Estate Planning? “Elder Law Estate Planning” is an area of law that combines features of both elder law (disability planning) and estate … March 8, 2024 1 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Elder law estate planning, Estate Planning Reasons to Revise Your Estate Plan Estate planning is not written in stone. Instead estate plans should be revised and reconsidered when various major life events … May 19, 2023 2 MIN READ
