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
Estate Administration, Estate Planning, Financial Planning Benefits for Children Conceived After Father’s Death to Be Decided By Court Medical and technological breakthroughs in recent decades have impacted virtually every facet of life–estate planning is no exception. For example … November 28, 2012 2 MIN READ
Estate Planning, Trusts The Hobbit & Long-Term Estate Planning One of the biggest movies set to debut this holiday season is “The Hobbit ” based on the well-known fantasy … November 27, 2012 2 MIN READ
Asset Protection, Elder Law, Senior Financial Exploitation Holiday Gatherings: Time to Check for Senior Financial Exploitation If there was an easy way to identify and prevent seniors being taken advanage of financially then the rate of … November 26, 2012 2 MIN READ
Charitable Remainder Trusts, Living Trusts, Trusts Estate Planning Values & Spirituality A perennial hot-button topic in estate planning and the creation of inheritance documents involves the passing on of personal values. … November 21, 2012 2 MIN READ
Financial Planning, Medicaid Applications, Medicaid Planning Medicare Funding & Nursing Home Overbilling One question many New York seniors (and their loved ones) considered during the presidential campaign was how each candidate’s election … November 20, 2012 2 MIN READ
Estate Planning, Pet Trust, Trusts Hurricane Sandy Pets & Planning Many lessons can be taken from the beating that our state took in recent weeks as a result of Hurricane … November 19, 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