Elder Law Health Care Power of Attorney Good Planning Tool for Seniors & Singles News reports reveal that America is increasingly becoming a nation of single people. For adults navigating life solo careful planning … October 19, 2015 3 MIN READ
Asset Protection, Using Beneficiaries as Part of Your Estate Plan – Part II: Considerations An earlier post on this blog provided an overview of using beneficiary designations as part of your estate plan. Recall … October 13, 2015 2 MIN READ
Asset Protection Early Withdrawals from Qualified Retirement Plans Are you not quite at retirement age but in need of early access to your qualified retirement plan account? If … October 8, 2015 2 MIN READ
Special Needs Trust Distributions from Special Needs Trusts If you have included a special needs trust as part of your estate plan you need to know the importance … October 2, 2015 2 MIN READ
Asset Protection, Estate Planning Back to the Basics – Demystifying Probate Are you being told to avoid probate at all costs? The probate process is characterized as a long and tedious … September 27, 2015 2 MIN READ
Asset Protection, Charitable Remainder Trust Establishing a Charitable Trust as Part of Your Estate Plan Trusts can be used as a useful tool in your estate plan to accomplish a variety of goals. One example … September 25, 2015 2 MIN READ
Asset Protection Dealing with Personal Property in Your Estate Plan When you create an estate plan you face many decisions. One of those decisions will be how you should divide … September 18, 2015 3 MIN READ
Elder Law Tax Planning for Required Minimum Distributions Not all investments are created equal. You investment portfolio may include a 401(k) individual retirement account pension plan or deferred … September 16, 2015 2 MIN READ
Estate Planning Making College Savings a Part of Your Estate Plan Saving for the cost of your child’s or grandchild’s college education can be intimidating. Participating in a qualified tuition program … September 15, 2015 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
