Estate Planning Annuity Alternative for Estate Planning One common estate planning tool for people entering retirement is the use of an annuity for their retirement funds; however … June 22, 2015 2 MIN READ
Elder Law Annual Report Ranks States’ Quality of Elder Care The United Health Foundation a nonprofit organization that is focused on improving healthcare and overall health published its third annual … June 20, 2015 2 MIN READ
Estate Planning Court Rules on Statutory Shares of an Estate The Supreme Court of Connecticut recently ruled on a case involving a statutory share of an estate. Every state has … June 19, 2015 2 MIN READ
Elder Law Six Things on a Caregiver’s To-Do List Millions of people across the country are currently part of the “sandwich generation” They are caring for their children and … June 18, 2015 2 MIN READ
Estate Planning Court Decides on Probating a Copy of a Will The Supreme Court of Virginia recently ruled on a case involving the question of whether a copy of a will … June 17, 2015 2 MIN READ
Estate Planning Home Property Transfers to Children While it has fallen out of favor in the last few years the “Qualified Personal Residence Trust” (QPRT) is gaining … June 10, 2015 2 MIN READ
Elder Law Home-Based Care Plan Improves Dementia Care A new study has shown that a program that gives families with loved ones who suffer from dementia the tools … June 10, 2015 2 MIN READ
Estate Planning Fixing a Faulty Estate Plan More and more people are taking it upon themselves to prepare for the future with an estate plan. While some … June 8, 2015 2 MIN READ
Estate Planning, Wills Power of Attorney Capabilities If you are granted a durable power of attorney over another person it means that you have the right to … June 5, 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
