Estate Planning, Estate Taxes Federal Estate Tax “Portability” – Should It Always Be Used? The idea of “portability” is an important part of many estate plans. Portability is technically an informal word referring to … March 27, 2014 2 MIN READ
Estate Planning, Trusts, Wills Don’t Leave Your Planning Up to a Coin Toss A headline-grabbing story last week in the New York Post offers a good reminder of the need to be crystal … March 25, 2014 2 MIN READ
Elder Law, Long Term Care Planning, Medicaid Applications, Medicaid Planning, Senior Health Care Good News Following Ulster County Nursing Home Sale? The face of New York nursing home care has been changing in recent years. The traditional model of individual counties … March 21, 2014 2 MIN READ
What if a Beneficiary Dies First? Of the many estate planning lessons pulled for the tragic death of Philip Seymour Hoffman in New York last month … March 12, 2014 2 MIN READ
Elder Law, Medicaid Planning, Senior Health Care Do Even “High Ranking” New York Nursing Home Neglect Residents? Nursing home horror stories abound and everyone has likely heard some tale of seniors suffering neglect at a New York … March 11, 2014 2 MIN READ
Elder Law New York Elder Care Planning – When You Have No Children Messages about elder care selecting a nursing home securing Medicaid support and similar matters are often directed not at the … March 5, 2014 2 MIN READ
Estate Planning, Wills Are You Too Young to Have an Estate Plan? A quick Google search reveals about 10 000 articles providing 5 10 15 or more reasons why everyone needs an … March 4, 2014 2 MIN READ
Estate Planning, Trusts, Wills Marriage Matters – A Reminder of the Tax Benefit Earlier this week we discussed the tragic death of New York actor Philip Seymour Hoffman. There are many estate planning … February 28, 2014 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning Billions on the Line with New York Medicaid “Adjustments” from Federal Government New York State has the largest Medicaid system in the country. As most know Medicaid is a joint state-federal program … February 27, 2014 2 MIN READ
Estate Planning Divorce vs. Disinherit: Beware the Elective Share Once upon a time there were these somewhat sexist laws called “dower and curtesy.” These laws applied to the specific … August 5, 2015 3 MIN READ
Elder Law, Elders Caring for Spouses with Alzheimer’s Must Plan for Their Future Anyone with a spouse stricken by Alzheimer’s disease knows exactly how devastating the condition is on the patient and how … June 5, 2017 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
