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
Estate Planning, Estate Taxes, Financial Planning First “Fiscal Cliff” Proposal Made — What It Means for Estate Planning You cannot turn on the TV flip open a newspaper or pull up a news website this month without seeing … December 4, 2012 2 MIN READ
Estate Planning, Planning for Disability Celebrity Example Of Need for Living Will and Health Care Proxy The Huffington Post recently reported on the aftermath of the tragic death of former boxing champion Hector “Macho” Camacho. The … November 30, 2012 2 MIN READ
Medicaid Applications, Medicaid Planning Modernization to New York Medicaid Coming As Part of Affordable Care Act? Speculation was rampant over the past year regarding exactly how full implementation of the Affordable Care Act (ACA) (Obamacare) would … November 29, 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