Estate Planning The Legacy of Dr. Martin Luther King Jr. Yesterday marked the official federal holiday chosen to honor civil rights hero Dr. Martin Luther King Jr. It also happened … January 22, 2013 2 MIN READ
Asset Protection, Elder Law, Financial Planning, Long Term Care Planning Don’t Underestimate Medical Costs in Retirement The fiscal cliff crisis dominated the last month of 2012. Even though an agreement was reached on New Years Day … January 16, 2013 2 MIN READ
Estate Administration, Estate Planning, Financial Planning Lottery Winnings Murder & Estate Planning The Daily Jeffersonian published a story recently on the bizarre details of a case involving a lottery winner’s apparent murder … January 15, 2013 2 MIN READ
How Does New York Senior Care Compare? Long-term elder care is one of those tasks that most only think seriously about until it is needed–either for yourself … January 10, 2013 2 MIN READ
Elder Law, Long Term Care Planning Compromise Bill & Long-Term Care Planning One aspect of the “compromise bill” passed last week to avert the fiscal cliff may eventually have impact on planning … January 7, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning, Probate Potential Heir in Huguette Clark Case Dies During Inheritance Feud Timing is of critical importance with estate planning matters. Obviously a plan must be in place early enough to be … January 4, 2013 2 MIN READ
Asset Protection Be Careful with Estate Planning Shortcuts – Joint Tenancy Money is always tight. No matter where you fall on the income and asset ladder no one wants to spend … December 31, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts End of Year Estate and Gift Tax Dilemma Only a few days remain in the year and most financial activity for 2012 has come to a close. However … December 26, 2012 2 MIN READ
Asset Protection, Elder Law, Long Term Care Planning, Senior Health Care Elder Financial Exploitation: Prevention & Reporting Abuse Earlier this week we shared information on the new guide from ElderCare Locator. The brochure (available here) provides helpful tips … December 21, 2012 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Elder Law What are the Rules for Medicaid Asset Transfer in New York? Medicaid is a terrific program designed to help older Americans pay for the cost of their prescription medication hospital care … May 12, 2017 2 MIN READ
Asset Protection, Estate Planning QUALIFIED TERMINABLE INTEREST PROPERTY TRUST QTIP TRUSTS – WHAT IS IT? In our society with divorces as common as it is many people would likely … November 30, 2015 2 MIN READ