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
Elder Law, Medicaid Eligibility New York Medicaid “Look-Back” Period & Proper Records The price of nursing home care in New York is staggering. It is not uncommon for a stay to cost … January 22, 2014 2 MIN READ
Estate Planning Do-It Yourself Estate Planning Problems: Transferring Real Estate There are some tasks where the “do-it-yourself” approach makes sense. This includes tightening a leaky pipe under the sink or … January 16, 2014 2 MIN READ
Estate Planning Disorganization & IRA Inheritances Many New Yorkers invest a sizeable portion of theirs assets into IRAs–retirement accounts to fund their golden years after their … January 15, 2014 2 MIN READ
Asset Protection, Elder Law Avoiding Senior Isolation: The Julie Harris Case Elder law and estate planning often involve overlapping issues. This is not just because seniors are those in need of … January 14, 2014 2 MIN READ
Estate Planning, Estate Taxes Favorable New York Estate Tax Laws on the Horizon? New York State known as one of the heavier tax-imposers in the country particularly when it comes to estate tax … January 13, 2014 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
Caregiving Signs of Guardianship Abuse The co-founder of Americans Against Abusive Probate Guardianship recently organized a town hall meeting about guardianship. The topic of the … October 24, 2017 2 MIN READ
Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ