Estate Planning, Wills Children on Famed Football Coach Challenge Will The State recently reported on another “will contest” involving a well-known South Carolina family. The story is an example of … August 12, 2013 2 MIN READ
Medicaid Applications, Medicaid Planning WSJ on the “Re-Thinking” of New York Medicaid Drastic revisions to the New York Medicaid system have been well documented in recent years. Most attention relates to a … August 9, 2013 2 MIN READ
Estate Planning, Wills Adding Candidates & Political Parties to Your Estate Plan How should you decide who you should name as beneficiaries in your estate planning documents? For many the answer is … August 8, 2013 2 MIN READ
Estate Planning, Financial Planning Taxes & Withdrawal From Retirement Accounts Planning for retirement is rarely a simple task. For one thing a resident must carefully ask the basic question: How … August 7, 2013 2 MIN READ
Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
Elder Law, Medicaid Planning, Senior Health Care New York Nursing Homes & Poor Dental Care Most horror stories about poor nursing home care include tales of grotesque “bed sores ” broken bones gone undiagnosed and … August 5, 2013 2 MIN READ
Estate Planning, Trusts Think Twice Before Disinheriting A Child Families are complicated. No matter how well intentioned virtually all family histories include some situations dynamics and incidents that cause … August 2, 2013 2 MIN READ
Caregiving, Elder Law NPR Story: Time to “Abolish” the Nursing Home It is no secret that the country is aging. More Americans are retiring and drifting into their golden years now … August 2, 2013 2 MIN READ
Estate Planning Understanding “Portability” in Estate Planning The last major piece of federal tax legislation was the American Tax Relief Act (ATRA). It was signed by President … August 1, 2013 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
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
Estate Planning What Happens to Your IRA When You Pass Away? Unfortunately traditional social security often doesn’t provide the means for seniors to live comfortably after they retire. The cost of … March 20, 2017 2 MIN READ