Estate Planning, Estate Taxes Federal Estate Tax — Back on the Agenda? Earlier this week we touched on the fact that estate tax issues need to be on all New Yorkers’ radar … April 12, 2013 2 MIN READ
Estate Planning, Estate Taxes Don’t Forget: There is a New York Estate Tax on Top of Federal Tax Much discussion at the end of last year dealt with the estate tax. As federal officials groped for a compromise … April 10, 2013 2 MIN READ
Estate Administration, Estate Planning, Wills Washington Post Article on Family Struggles in Dividing Up Assets A recent Washington Post article discussed the lethal combination of family and finances. The author recounts how even the most … April 5, 2013 2 MIN READ
Elder Law, Long Term Care Planning, NY Elder Law Find the Right New York Assisted Living Facility If stereotypes are to be believed all living arrangements outside of the home are mired in neglect confusion and unhappiness. … April 2, 2013 2 MIN READ
Estate Planning, Trusts Effect of Presidential Budget on Estate Planning Nothing about the law is every entirely static. Obviously legal rules and principles change over time. However some practice areas … March 29, 2013 2 MIN READ
Elder Law, Long Term Care Planning Long Term Care Insurance: A Battle of Money & Emotions This week the New York Times published a story that will likely ring true to all those who have gone … March 28, 2013 2 MIN READ
Estate Planning, Inheritance Trusts, Trusts Family Feuding Over High-Profile East Coast Cavern Dynasty Infighting over control of family assets is far from uncommon no matter the value of the holdings. History is replete … March 25, 2013 2 MIN READ
Medicaid Eligibility, Medicaid Planning, NY Elder Law, Senior Health Care Audit Raises Questions About New York Medicaid Financial Situation Reuters published a story this week on the latest audit of the New York Medicaid system which has given leverage … March 22, 2013 2 MIN READ
Estate Planning, Financial Planning Becoming a “Paradigm” of Financial Health Money is always at the top (or near it) of lists describing issues that most commonly bring stress into our … March 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
Asset Protection, Estate Planning, Wills The Danger of Unrestricted Bequests and Gifts The Inheritance Left To University of New Hampshire By A Long Time Library Employee Was Spent In A Way That … October 11, 2016 2 MIN READ
