Estate Planning, Estate Taxes, Trusts Tax Evasion Case – Hiding Inheritance from IRS One important purpose of estate planning is to ensure that as many assets as possible pass on to friends families … September 10, 2013 2 MIN READ
Long Term Care Planning, Medicaid Trusts, Senior Health Care Genes & Life Insurance – Brewing Controversy Life insurance is a common tool used by New Yorkers to protect loved ones in the event of an uncertain … September 9, 2013 2 MIN READ
Caregiving, Elder Law Two More NY Nursing Homes Fined for Poor Care Late last month we shared information on New York’s performance in a national Nursing Home Report Card. A non-profit organization … September 6, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Inadequate Retirement Worries? – Tips to Boost Your Savings Retirement saving. Those two works often strike immediate fear and worry in the heart of New Yorkers. It is hard … September 5, 2013 2 MIN READ
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning IRS Issues Guidance on Federal Taxes for Same Sex Couples Last week the Internal Revenue Service (IRS) released information on what has been dubbed a “hugely important” questions for same … September 3, 2013 2 MIN READ
Estate Planning, Financial Planning Delaying Social Security: Should You Do It? There is no such thing as universal financial advice. When reading any news story blog post or magazine article one … August 30, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning How Does New York Stack Up for Retiree Taxes? Do you have enough money to retire? It is a questions that tens of thousands of New Yorkers ask themselves … August 26, 2013 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes IRS Valuation & Taxes – The Michael Jackson Examples Death and taxes; the two constants in life. There has been significant discussion in the past few years over the … August 23, 2013 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
