Estate Planning Giving a Gift or Inheritance With Strings Attached The possibilities to tailor an estate plan to one’s exact specifications is virtually endless. That is perhaps most evident in … August 17, 2012 2 MIN READ
Estate Planning Naming Guardians for Children in New York Estate Plan Designating inheritances is not the only purpose of a New York estate plan. Some local residents may feel like there … August 14, 2012 2 MIN READ
Estate Planning Professional Guidance Helps Avoid IRA Scams The financial world is a complex one. It is easy for local residents to get lost in the mire of … August 10, 2012 2 MIN READ
Estate Planning Prenuptial Agreements: What if Couples are from Different States? Prenuptial agreements commonly make headlines as celebrities getting hitched try to protect their fortunes. But the focus on celebrities (or … August 4, 2012 2 MIN READ
Asset Protection, Elder Law, Long Term Care Planning Failure to Update a Plan Nightmare Estate planning takes time. Unfortunately considering the daily time stresses faced by all local residents our New York elder law … August 3, 2012 2 MIN READ
Estate Planning Improvement in the IRS Art Value Appraisal Services An appraisal is an expert assessment of the value of a particular asset at a given time. Many factors involved … August 1, 2012 2 MIN READ
Medicaid Applications, Medicaid Planning Massive Medicaid Fraud and Texas’ O.I.G Dollar Recovery Strategy Medicaid and Medicare frauds have been weighing heavily on states’ financial resources in the past years and New York is … July 31, 2012 3 MIN READ
Elder Law Medicaid and Pension Obligations Pressuring State Budgets A new report from the “State Budget Task Force” released last week found that two issues were by far the … July 26, 2012 2 MIN READ
Estate Planning DOMA Challenge Likely Headed to U.S. Supreme Court http://www.washingtonpost.com/lifestyle/style/edie-windsors-fight-for-same-sex-marriage-rights-continues-even-after-partners-death/2012/07/19/gJQARguhwW_story In the wake of the passage of marriage equality laws in our state many assumed that the issue was … July 25, 2012 2 MIN READ
Caregiving, Elder Law, Inter Vivos Trusts – The Benefits of Creating a Living Trust In New York state individuals can place their estate into a trust to distribute to beneficiaries and thereby avoid lengthy … October 11, 2017 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
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
