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
Estate Planning “Funeral Shopping” – The Basics Last week Forbes dove into a topic that families give little attention until the task is thrust upon them: picking … July 26, 2013 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning Back to the Basics: Understanding Medicaid Asset Protection Trusts in New York The tremendous benefit of planning ahead for possible long-term care needs cannot be explained enough. The typical New York family … July 18, 2013 2 MIN READ
Estate Planning, Financial Planning Are “Stretch IRAs” Going to be Phased Out? Structuring an estate plan to account for taxes can be a complex task. While state and federal estate taxes make … July 17, 2013 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning Comptroller Claims New York Medicaid Still Rife with Waste News about potential fraud and waste within the New York Medicaid system keeps on coming. It seems as if every … July 16, 2013 2 MIN READ
Estate Planning, Probate, Wills Update: Gandolfini’s Estate Faces Huge Estate Tax Liability Last week we discussed the recently unearthed will of former Sopranos star James Gandolfini. The document was filed with a … July 15, 2013 2 MIN READ
Adoption to Avoid Taxes — When Marriage Is Not Open to Same Sex Couples The discrepancy in the law related to recognition of same sex unions may lead to some bizarre moves as part … July 11, 2013 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
Estate Planning, Wills Understanding the Law – Relocating a Trust Sometimes after setting up a trust circumstances occur that change our goals for that trust. Recently we wrote about how … March 25, 2017 3 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
