Estate Planning, Estate Taxes Estate Battles the IRS – The Michael Jackson Example When most hear the phrase “estate battle” the mind immediately jumps to fighting between families. Sadly in the tumult of … February 11, 2014 2 MIN READ
Charitable Remainder Trusts, Estate Planning Federal Charitable Deduction Debate Continues In December we shared information on proposed changes at the federal level which might limit the tax-saving benefits of charitable … February 6, 2014 2 MIN READ
Elder Law, Medicaid Planning County Run Nursing Home in New York Studying Future of Long-Term Care The future of providing necessary care and support for New York seniors is a hotly debated topic. The analysis is … February 4, 2014 2 MIN READ
Estate Planning, Estate Taxes Clamor Continues Around State Estate Tax – Are Increased Exemptions Coming? The New York Times reported late last month on a growing trend across the country–discussions about lowering estate tax obligations … February 3, 2014 2 MIN READ
Elder Law Bending the Cost Curve or Breaking the Bank with Long-Term Care? While the Affordable Care Act attempted to “bend the cost curve” the cost of long-term care remains high and is … January 31, 2014 2 MIN READ
Medicaid Applications, Medicaid Planning The Truth About Medicaid “Estate Recovery” Concerns The New York Medicaid system is the primary source of funding for many seniors in need of long-term care at … January 29, 2014 2 MIN READ
Elder Law, New York Elder Law, NY Elder Law Is There a Future in Outsourcing Elder Care? A somewhat bizarre story out of Europe is leading a few elder care experts in the United States to question … January 28, 2014 2 MIN READ
Estate Planning, Financial Planning Understanding Social Security Benefits for Seniors The words “Social Security” remain synonymous with retirement benefits for seniors. Earlier generations grew up with the understanding that Social … January 27, 2014 2 MIN READ
Caregiving, Elder Law Did You Prepare for That? Screenwriter and director Woody Allen once said “There are worse things in life than death.” Becoming incapacitated and unable to … January 24, 2014 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Elder Law What are the Rules for Medicaid Asset Transfer in New York? Medicaid is a terrific program designed to help older Americans pay for the cost of their prescription medication hospital care … May 12, 2017 2 MIN READ
Long Term Care Planning 4 Ways to Care for a Loved One in a Nursing Home There are more than 40 million family members in the United States who act as caregivers for loved ones. There … February 28, 2021 2 MIN READ
