Estate Planning What Happens to Your IRA When You Pass Away? Unfortunately traditional social security often doesn’t provide the means for seniors to live comfortably after they retire. The cost of … March 20, 2017 2 MIN READ
Estate Planning The Insolvent New York Estate The legal entity that owns and controls a person’s property after they die is known as an estate. The person … October 19, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills IRS Rules Now Reflect Updated Same Sex Marriage Rulings New Department of the Treasury and Internal Revenue Service Final Regulations Now Reflect Supreme Court’s Obergefell v. Hodges and Windsor … October 9, 2016 2 MIN READ
Estate Planning The Rapidly Disappearing Inheritance Beneficiaries Often Treat An Inheritance As A Windfall And Spend It As Such You spend your entire life working hard … August 15, 2016 2 MIN READ
Estate Planning, Wills Back to Basics: Discussing Death and Your Estate In New York No one likes discussing their own demise. The topic is generally considered taboo amongst most people and is possibly the … June 22, 2016 3 MIN READ
Estate Planning New York’s Family Health Care Decisions Act In a previous post about healthcare and end of life decision making we discussed the importance of the election of … June 7, 2016 2 MIN READ
Estate Planning, Wills American Bankers Association – Safe Banking For Seniors LARGE NEED TO REDUCE AND PREVENT FINANCIAL EXPLOITATION The American Bankers Association is looking to serve a large market … May 16, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills More on Estate Planning for the Farmer PASSING THE FARM IS LIKE PASSING ON THE FAMILY CORPORATION There is no doubt that some modern farmers run large … April 27, 2016 2 MIN READ
Estate Administration, Estate Planning Planning for Married Medicaid Applicant’s Community Spouse – Community Spouse Income When a married person applies for Medicaid the government looks at the collected or pooled resources of the two to … February 1, 2016 2 MIN READ