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
Newspaper Column Tax Issues On Death Executors and trustees, as fiduciaries of the estate, must identify, manage and protect estate assets, pay off creditors, distribute the … September 30, 2025 2 MIN READ
Elder Law, Elder law estate planning, Medicaid Applications, Medicaid Eligibility Qualifying for Medicaid to Pay for Long-Term Care Spend-down. Look-back. Penalty Period. Uncompensated Transfer. These are just some of the terms Medicaid uses to determine eligibility for long-term … June 1, 2023 2 MIN READ
Elder Law How Do I Obtain a Death Certificate in New York? When someone dies a death certificate records on paper the time and place where the decedent passed away. While the … February 22, 2018 2 MIN READ
