Asset Protection, Inheritance Trusts, Irrevocable Trust, Living Trusts, Medicaid Asset Protection Trust When Does a Trust Make Sense By now most people know that trusts avoid probate which is required with a will — if there are “probatable” … February 17, 2023 2 MIN READ
Aging Book Review: Let’s Talk About Death by Michael Hebb In his invitation and guide to life’s most important conversation as he puts it author Michael Hebb seeks to address … February 9, 2023 2 MIN READ
Aging, Senior Living Better Sleep for Seniors While sleep is essential for mental and physical health aging presents some sleep challenges. About half of all seniors report … January 26, 2023 2 MIN READ
Aging, Senior Living Strength Training for Seniors About a year ago your writer found that he was having trouble doing the yard work and carrying the trash … January 12, 2023 2 MIN READ
Blended Families Estate Planning, Inheritance Trusts Estate Planning for the Estranged Child All too often a client comes in with a sad tale about an estranged child. Naturally they are at a … December 1, 2022 3 MIN READ
Aging, Health Issues For Older Adults Keeping The Lights On Adapted from author Doug Armey the following are keys to keeping your brain “lit” as you age. Flow. A sedentary … November 17, 2022 1 MIN READ
Estate Planning, Power of Attorney Powers of Attorney Are for Everyone What happens if you have an accident or an illness whereby you are unable to handle your legal and financial … November 11, 2022 2 MIN READ
Financial Planning, Retirement Fund Planning, Special Needs Trust The Secure Act and Your IRA The Secure Act governs distributions from IRA’s and other retirement plans. After the death of the account holder most named … November 2, 2022 2 MIN READ
Aging, Senior Living Book Review: John Leland’s “Happiness is a Choice You Make” In his book subtitled “Lessons From a Year Among the Oldest Old” journalist John Leland takes us on a journey … October 21, 2022 2 MIN READ
Elder Law, Senior Financial Exploitation Stolen Home: Elderly Mother Claims Deed Conveyed to Son Via Fraud Most discussions of elder financial exploitation include accusations of unique scams targeted at trusting seniors. As we discussed last week … May 15, 2013 2 MIN READ
Newspaper Column The State Of Estate Taxes The current exemption from New York estate taxes is 5.93 million, indexed for inflation. For example, last year it was … September 30, 2025 2 MIN READ
Newspaper Column The Medicaid Asset Protection Trust (”mapt”) For those who don't qualify for long-term care insurance or can't afford it, The Medicaid Asset Protection Trust ("MAPT") can … September 30, 2025 2 MIN READ
