Asset Protection, Estate Administration, Estate Planning BACK TO THE BASICS – HOW TO BE AN EXECUTOR AN IMPORTANT AND SOMETIMES THANKLESS JOB There are times in life when we all will have to do or engage … May 30, 2016 2 MIN READ
Estate Planning, Wills WHAT DOCUMENTS TO KEEP AND WHAT TO SHRED SPRING CLEANING TIME MEANS CLEARING OLD PAPERWORK With tax day over and the need to collect and forward any … May 27, 2016 2 MIN READ
Estate Planning, Wills HOW TO HELP YOUR EXECUTOR CHOOSING THE RIGHT PERSON AND STEPS TO TAKE As noted in a previous blog being an executor of an … May 24, 2016 2 MIN READ
Asset Protection, Estate Taxes, Living Trusts DYNASTY TRUST REEXAMINED VERY SIMPLE CONCEPT This blog examined the dynasty trust in the past but it is time to reexamine certain aspects … May 21, 2016 2 MIN READ
Elder Law NON-PROFIT REPRESENTATIVE PAYEES FOR DISABLED GROWING NEED More ten million elderly Americans rely exclusively on their Social Security pension as their sole means of support. … May 19, 2016 2 MIN READ
Caregiving Alzheimer’s Association Releases 2016 Report STAGGERING FIGURES The Alzheimer’s Association recently released its 2016 Alzheimer’s facts and figures report earlier this month with a long … May 17, 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
Estate Administration, Estate Planning, Wills DIGITAL ACCOUNTS AND PLANNING COMMON PROBLEM There is much talk lately of how to deal with email facebook twitter accounts et cetera of people … May 13, 2016 2 MIN READ
Estate Planning Another Celebrity Passes Without A Will PRINCE APPARENTLY DID NOT HAVE A WILL The world learned recently that Prince joined the long list of celebrities who … May 11, 2016 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Newspaper Column Avoiding New York Estate Taxes The estate tax exemption for New York residents was $5.93 million in 2021 and, since it is indexed to inflation, … September 30, 2025 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Eligibility, Medicaid Planning The Role of the Stop Unfair Medicaid Recoveries Act Current federal regulations require Medicaid programs run by states to try to recoup the cost from estates of recipients who … April 18, 2022 2 MIN READ
