Medicaid Planning DOMA Decision May Affect Medicaid Long-Term Care Benefits Does the high-profile U.S. Supreme Court opinion in Windsor v. US related to the Defense of Marriage Act (DOMA) affect … July 3, 2013 2 MIN READ
Estate Administration, Estate Planning, Probate Michael Jackson Estate Saga Continues — $500 Million in Debt Paid Off When someone passes away the basic principles of settling the estate seem straightforward: collect assets pay off debts and distribute … July 2, 2013 2 MIN READ
Estate Planning, Wills Per Stirpes – What Is It? If you read a bit about estate planning you may come across the term “Per Stirpes.” It is an awkward … July 2, 2013 2 MIN READ
Elder Law, Senior Financial Exploitation Elder Financial Exploitation from Jail — Anything Can Happen Elder financial exploitation is often one of those problems that community members believe only happens to “other people.” When reading … July 1, 2013 2 MIN READ
Estate Planning Federal Marriage Rights Now Available for Same-Sex Couples Whether one is married or single is obviously a vital factor that impacts elder law and estate planning. Of course … June 28, 2013 2 MIN READ
Asset Protection, Estate Planning, Inheritance Trusts, Living Trusts, Trusts The 3 Generation Rule – Legacies the Last You’ve built a nest egg after years of consistent work prudent planning strategic risk a lot of focus and a … June 26, 2013 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Planning Battles Continue Over New Medicaid Eligibility for NY Home Health Programs In an effort to more efficiently use state funds over the past few years the New York Medicaid program has … June 25, 2013 2 MIN READ
Estate Planning, Gift tax Forbes on Gifting – When an Inheritance Can’t Wait One of the most common questions that local families ask related to estate planning and assets protection involve gifts: Whether … June 24, 2013 2 MIN READ
Caregiving, Elder Law, Medicaid Planning, New York Elder Law Be Careful With “Pop Up” Senior Centers in New York Long-term care is big business. For many years now companies that work in these fields have grown in size scope … June 21, 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