Estate Planning Estate Planning: Who Gets the Vacation Home? Many families purchase vacation homes that they and other generations in their family can all enjoy together. However vacation homes … May 13, 2015 2 MIN READ
Elder Law Financial Skills Often Slip With Cognition In cases of dementia Alzheimer’s disease and other issues with cognition studies have shown that the ability to perform simple … May 12, 2015 3 MIN READ
Estate Planning Who Owns the Art? A lawsuit recently filed in the U.S. District Court in the Southern District of Texas has challenged the Internal Revenue … May 11, 2015 2 MIN READ
Estate Planning Online Tools to Help the Executor of an Estate The responsibilities of being named as the executor of an estate can be overwhelming especially when you are still grieving … May 9, 2015 2 MIN READ
Estate Planning Being Fair in Estate Planning is Not Always Equal The common thought when estate planning is to split the inheritance equally among your children. The main goal of the … May 7, 2015 2 MIN READ
Elder Law Common Misconceptions about Elder Law Planning With millions of Baby Boomers reaching retirement age and beyond without any type of plan many believe that it is … May 6, 2015 2 MIN READ
Elder Law Family Caregivers in Need of Serious Help There are more than 44 million people in the United States currently acting as a caregiver for an elderly or … May 4, 2015 2 MIN READ
Estate Planning Coming Trends in Long-Term Care Insurance Long-term care insurance is one of the biggest topics of conversation among retirees and estate planners. The industry is going … May 1, 2015 3 MIN READ
Elder Law, Medicaid Eligibility Insurance Companies Receive Medicare Revenue Boost Health insurers across the United States received a welcome surprise when they discovered that they will be receiving a 1.25% … April 30, 2015 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
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
