Elder Law, Long Term Care Planning Compromise Bill & Long-Term Care Planning One aspect of the “compromise bill” passed last week to avert the fiscal cliff may eventually have impact on planning … January 7, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning, Probate Potential Heir in Huguette Clark Case Dies During Inheritance Feud Timing is of critical importance with estate planning matters. Obviously a plan must be in place early enough to be … January 4, 2013 2 MIN READ
Asset Protection Be Careful with Estate Planning Shortcuts – Joint Tenancy Money is always tight. No matter where you fall on the income and asset ladder no one wants to spend … December 31, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts End of Year Estate and Gift Tax Dilemma Only a few days remain in the year and most financial activity for 2012 has come to a close. However … December 26, 2012 2 MIN READ
Asset Protection, Elder Law, Long Term Care Planning, Senior Health Care Elder Financial Exploitation: Prevention & Reporting Abuse Earlier this week we shared information on the new guide from ElderCare Locator. The brochure (available here) provides helpful tips … December 21, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Fiscal Cliff Negotiations Move on to Estate Taxes The political wrangling to avoid the so-called “fiscal cliff” continued this week. Many different issues are all tied up in … December 20, 2012 2 MIN READ
Elder Law, New York Elder Law, NY Elder Law New Guide to Senior Financial Exploitation ElderCare Locator recently released a helpful new brochure that offers basic (but important) reminders about the need to be vigilant … December 19, 2012 2 MIN READ
Charitable Remainder Trust, Charitable Remainder Trusts, Estate Planning Donor-Advised Funds for Charitable Giving The holiday season is a popular time for charitable giving. It is helpful for those considering gifts–particular sizeable donations–to properly … December 18, 2012 2 MIN READ
Asset Protection, Medicaid Planning Consumer Voice Updates on Filial Responsibility Laws Few seniors have the resources to pay for long-term skilled nursing home stays. As we have previously discussed New York … December 17, 2012 2 MIN READ