Estate Planning, Financial Planning Are “Stretch IRAs” Going to be Phased Out? Structuring an estate plan to account for taxes can be a complex task. While state and federal estate taxes make … July 17, 2013 2 MIN READ
Elder Law, Financial Planning “Financial Caregiving” for Ailing Senior Parents One overlooked aspect of elder caregiving is the difficulty of the transition time itself. While some seniors may suffer serious … June 14, 2013 2 MIN READ
Asset Protection, Financial Planning New Study: Marriage Boosts Retirement Security Do I have enough to retire? Countless New Yorkers ask their financial advisers estate planning attorneys and other professionals that … April 22, 2013 2 MIN READ
Estate Planning, Financial Planning Becoming a “Paradigm” of Financial Health Money is always at the top (or near it) of lists describing issues that most commonly bring stress into our … March 21, 2013 2 MIN READ
Financial Planning, Medicaid Applications, Medicaid Planning, Medicaid Trusts Editorial Calls for Preserving Medicaid Spousal Refusal in New York It is not easy for many local residents to understand all of the ins and out of the Medicaid program. … March 12, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Understanding How a Wealth Transfer Might Affect Insurance Advisor One shared a useful story this week that touches on an item commonly forgotten in wealth transfers including those … February 27, 2013 2 MIN READ
Elder Law, Financial Planning Struggling to Pay for Burial Costs After Death There is no getting around the fact that certain costs will be incurred near the end of life. Even if … February 21, 2013 2 MIN READ
Asset Protection, Elder Law, Financial Planning, Long Term Care Planning Don’t Underestimate Medical Costs in Retirement The fiscal cliff crisis dominated the last month of 2012. Even though an agreement was reached on New Years Day … January 16, 2013 2 MIN READ
Estate Administration, Estate Planning, Financial Planning Lottery Winnings Murder & Estate Planning The Daily Jeffersonian published a story recently on the bizarre details of a case involving a lottery winner’s apparent murder … January 15, 2013 2 MIN READ
