Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning IRS Issues Guidance on Federal Taxes for Same Sex Couples Last week the Internal Revenue Service (IRS) released information on what has been dubbed a “hugely important” questions for same … September 3, 2013 2 MIN READ
Estate Planning, Financial Planning Delaying Social Security: Should You Do It? There is no such thing as universal financial advice. When reading any news story blog post or magazine article one … August 30, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning How Does New York Stack Up for Retiree Taxes? Do you have enough money to retire? It is a questions that tens of thousands of New Yorkers ask themselves … August 26, 2013 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes IRS Valuation & Taxes – The Michael Jackson Examples Death and taxes; the two constants in life. There has been significant discussion in the past few years over the … August 23, 2013 2 MIN READ
Asset Protection, Elder Law, Financial Planning, Senior Health Care Is There a New Way to Test for Dementia? It is a nightmare for many families. A senior shows signs of cognitive mental challenges–becomes forgetful and eventually is unable … August 22, 2013 2 MIN READ
Estate Planning, Financial Planning DOMA Ruling & Retirement for Same Sex Couples Much discussion around the Windsor case that struck down DOMA dealt with the estate tax. As a result of the … August 21, 2013 2 MIN READ
New York Elder Law Nationwide Nursing Home Report: New York Receives Failing Grade A non-profit group called “Families for Better Care” recently released a comprehensive report card that ranks the skilled nursing care … August 20, 2013 2 MIN READ
Estate Planning, Trusts, Wills Issues with Family Vacation Homes Many New York families have vacation homes. While the reference often conjures up images of the super-wealthy wintering in palacial … August 19, 2013 2 MIN READ
