Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Aging, Estate Administration, Probate, Wills You Cannot Disinherit Your Spouse New York law prevents spouses from being disinherited. Instead a spouse who is disinherited may go to court and claim … July 7, 2023 2 MIN READ
Aging Book Review: “The Good Life” by Robert Waldinger MD and Marc Schulz PhD Published this year “The Good Life” reports on the Harvard Study of Adult Development the longest scientific study of happiness … June 20, 2023 2 MIN READ
Aging Health Benefits of Forgiveness Each one of us experience countless injustices in the course of everyday living. Like other experiences it is not the … May 26, 2023 1 MIN READ
Aging Book Review: “Successful Aging” by Daniel J. Levitin In his best-selling book “Successful Aging” Daniel J. Levitin Professor Emeritus of Psychology and Neuroscience at McGill University (your writer’s … May 2, 2023 1 MIN READ
Aging, Wills Contesting a Will In order to contest a will the objectant must have “standing” meaning they would legally be entitled to a share … April 26, 2023 0 MIN READ
Estate Planning If You Don’t Understand the Plan You Don’t Have a Plan So many people who come in to see us do not understand the estate plan they have or do not … April 19, 2023 2 MIN READ
Aging Polypharmacy in Older Adults According to the National Institute on Aging (NIA) polypharmacy is the use of multiple drugs to treat diseases and other … April 6, 2023 2 MIN READ
Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 2018 2 MIN READ
Estate Taxes, The Santa Clause in Estate Planning — 2025 The current New York estate tax exemption stands at $7.16 million while the Federal exemption is at $13.99 million. While … January 11, 2025 2 MIN READ
Estate Planning, Probate, Wills Tax Issues to Consider When Closing an Estate When a person dies someone else must step up and close the estate. If that responsibility falls to you as … February 20, 2015 3 MIN READ
