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
Asset Protection, Elder Law, Long Term Care Planning, Senior Health Care Don’t Wait for Disaster to Plan for the Future Hurricane Sandy brought with it many preparedness lessons. Everyone leads a busy life and it is easy to procrastinate on … November 16, 2012 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Estate Taxes Forbes Estate Tax Article Catches Fire on Social Media The popularity of social media sites has led to an outburst in use of the word “viral.” “Viral” videos and … November 15, 2012 2 MIN READ
Estate Planning, Power of Attorney, Wills LucasFilm’s Sale to Disney & Estate Planning Before being overshadowed by the election the talk of the social media universe in the past week and a half … November 8, 2012 2 MIN READ
Estate Planning, Inheritance Trusts, Wills The Importance of Having a Will Even if You are Young Especially with Children Do you really need to conduct estate planning if you are only in your 30s don’t have many assets and … November 5, 2012 2 MIN READ
Charitable Remainder Trust, Charitable Remainder Trusts, Estate Planning Charitable Giving Tips: What to Consider Charitable giving is a critical part of many estate plans and not just for the super-wealthy. Many New Yorkers have … November 2, 2012 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
Estate Planning Lessons Learned from In re the Purported Will of Moore An appellate court recently decided the In re the Purported Will of Moore case which involved an appeal from an … June 3, 2022 2 MIN READ
Estate Planning Divorce vs. Disinherit: Beware the Elective Share Once upon a time there were these somewhat sexist laws called “dower and curtesy.” These laws applied to the specific … August 5, 2015 3 MIN READ