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
Estate Planning, Living Trusts Avoiding Guardianship in New York For the ever-increasing number of those who become legally incapacitated later in life (i.e. unable to handle their legal and … October 13, 2022 2 MIN READ
Death Taxes, Estate Taxes, Inheritance Trusts Capital Gains Tax Tips Your “basis” for calculating capital gains taxes is what you paid for the stock or the real estate. For real … September 22, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Asset Protection, Estate Planning Advice on Removing an Executor from an Estate After a person is named an executor the individual takes on the obligation to adequately and promptly complete the estate’s … July 7, 2022 2 MIN READ
Caregiving, Elder Law, Senior Health Care Feds Issue Warning about Denying Care to Individuals with Disabilities Federal workers are currently reminding the country’s health care workers that withholding treatment due to an individual’s disability is frequently … July 7, 2022 2 MIN READ
Elder Law, Senior Financial Exploitation Staying Away from Financial Elder Abuse A 90-year-old woman is a recent victim of elder abuse. The financial scammers hacked into the woman’s account and removed … July 7, 2022 2 MIN READ
Estate Planning, Gift tax Will The Government Shutdown Affect Your Estate Planning? News this week is dominated by one topic: the federal government shutdown. Like most others you may be wondering how … October 3, 2013 2 MIN READ
Estate Planning Dispute Over Documents Settled Between Harry Belafonte & MLK Estate Even after a loved one is gone disputes over his or her estate can continue to arise. For example nearly … April 25, 2014 2 MIN READ
What if a Beneficiary Dies First? Of the many estate planning lessons pulled for the tragic death of Philip Seymour Hoffman in New York last month … March 12, 2014 2 MIN READ
