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
Estate Planning, Estate Taxes, Trusts Fiscal Cliff Negotiations Move on to Estate Taxes The political wrangling to avoid the so-called “fiscal cliff” continued this week. Many different issues are all tied up in … December 20, 2012 2 MIN READ
Elder Law, New York Elder Law, NY Elder Law New Guide to Senior Financial Exploitation ElderCare Locator recently released a helpful new brochure that offers basic (but important) reminders about the need to be vigilant … December 19, 2012 2 MIN READ
Charitable Remainder Trust, Charitable Remainder Trusts, Estate Planning Donor-Advised Funds for Charitable Giving The holiday season is a popular time for charitable giving. It is helpful for those considering gifts–particular sizeable donations–to properly … December 18, 2012 2 MIN READ
Asset Protection, Medicaid Planning Consumer Voice Updates on Filial Responsibility Laws Few seniors have the resources to pay for long-term skilled nursing home stays. As we have previously discussed New York … December 17, 2012 2 MIN READ
Asset Protection, Medicaid Eligibility, Medicaid Trusts Legislators Issue Call to Protect Medicare & Medicaid From Fiscal Cliff Talks Talks between President Obama and Speaker of the House John Boehner to avert the “fiscal cliff” continue this weeks. While … December 13, 2012 2 MIN READ
Estate Planning, Financial Planning Face Retirement: Psychology to Spur Long-Term Financial Planning Virtually everyone agrees that it is important to invest for retirement take care of inheritance details prepare for long-term care … December 12, 2012 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
