Estate Planning, Estate Taxes What to Know About New York’s Estate Tax Cliff New York’s estate tax cliff can lead to heirs in the state paying estate tax at a rate that surpasses … April 18, 2022 2 MIN READ
Estate Planning, Living Trusts, Trusts What You Need to Know about Living Trusts If you’re creating a plan for what will happen to your estate after you pass away or become incapacitated you’ve … April 18, 2022 2 MIN READ
Estate Administration, Estate Planning, Estate Taxes, Irrevocable Life Insurance Trust A Quick Guide to Reverse Estate Planning Estate planning relies on a countless number of assumptions. One assumption is that assets only flow in one direction: from … April 10, 2022 2 MIN READ
Estate Planning Reasons to Revise Your Estate Plan:(And What You Should Consider Revising) Estate planning is not written in stone. Instead estate plans should be reviewed and reconsidered when various major life events … April 10, 2022 2 MIN READ
Caregiving, Elder Law National Institute of Health Bill Widens Medicare Telehealth A recent National Institute of Health (NIH) grant will make the most of electronic health records (EHRs) as well as … April 10, 2022 2 MIN READ
Elder Law, Financial Planning, Social Security Social Security in 2022 and Beyond The Social Security Program is 86 years old and has become a fundamental aspect of how many aging people pay … April 10, 2022 2 MIN READ
Estate Planning, Estate Taxes, Revocable Trust Making the Most of Estate Planning in 2022 Even if you’ve already abandoned your New Years’ resolution you should still do your best this year to focus on … April 7, 2022 2 MIN READ
Charitable Remainder Trust, Estate Planning, Irrevocable Life Insurance Trust, Revocable Trust, Special Needs Trust Alternatives to Living Trusts You might have considered utilizing a living trust. Often these trusts are a good idea if a person wants to … April 7, 2022 2 MIN READ
Caregiving, Elder Law, Medicaid Planning, Senior Financial Exploitation, Senior Health Care 7 Limitations to Medicare With more people approaching the age of 65 a growing number of people are considering the potential benefits available from … April 7, 2022 2 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 2 MIN READ
Elder Law, Elder law estate planning, Senior Financial Exploitation The Mickey Rooney Example: Be Clear About Funeral & Burial Plans Legendary actor Mickey Rooney died earlier this month at the age of 93. Over the later course of his life … April 16, 2014 2 MIN READ
Elder Law Can I Get Kicked Out of My Assisted Living Home? A recent story out of Virginia recently received a great deal of national attention. An 83-year-old grandmother of five and … December 15, 2019 2 MIN READ
