Estate Taxes, Financial Planning, Trusts Less Than 90 Days Left Before “Estate Tax Time Bomb” Concerns are rising among many in the financial and estate planning fields as the year winds down without any more … October 22, 2012 2 MIN READ
Estate Administration, Estate Planning, Financial Planning Is “Prepaid” Life Insurance Becoming Popular? Life insurance is an important piece of long-term financial security for local families. It is entirely reasonable for parents and … October 19, 2012 2 MIN READ
Estate Administration, Estate Planning Court Rules Woman Must Give Up Kafka Papers She Inherited The New York Times published an fascinating story this week on a foreign court ruling that is a testament to … October 18, 2012 2 MIN READ
Estate Administration, Estate Planning, Probate Deal Reached in Museum vs. Estate Feud Unfortunately there is a tendancy to assume that so long as end-of-life affairs are reasonably spelled out then everything will … October 17, 2012 2 MIN READ
Elder Law, Financial Planning, Medicaid Planning Elder Caregiving By Family Members The acting commissioner of the Dutchess County Department of Services for Aging Veterans and Youth penned an article this week … October 12, 2012 2 MIN READ
Estate Planning, Power of Attorney, Wills Court Battle Set to Begin in $300 Million Fight over Huguette Clark Estate Mystery permanently surrounded the heiress Huguette Clark–a reclusive woman whose $300 million estate is often referred to as the last … October 10, 2012 2 MIN READ
Estate Planning, Estate Taxes, Trusts Creating a Trust & Funding It Are Different Failing to use a living trust as part of one’s estate planning is one of the most common mistakes that … October 9, 2012 2 MIN READ
Elder Law, Financial Planning, Long Term Care Planning, Medicaid Planning Bronx Nursing Home Offers One-of-a-Kind Dementia Care In recent years there has been a push to alter care for seniors with dementia. Most arguments about superior elder … October 2, 2012 2 MIN READ
Estate Administration, Estate Planning, Probate Estate Values Grow Beyond the Grave – The Marlon Brando Example The importance of selecting a trustee to manage a trust or otherwise handle the affairs of an estate is hard … October 1, 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
Elder Law, Planning Ahead with your Estate to Avoid Medicaid Estate Recovery Medicaid provides valuable health care coverage to millions of low-income adults children women carrying children persons with disabilities and the … August 3, 2017 2 MIN READ
