Caregiving, Elder Law What You Can Do Now to Protect Your Loved One from Elder Abuse A study conducted by researchers at Cornell and the University of Toronto recently found that over 1 in 10 older … August 27, 2021 2 MIN READ
Estate Planning Estate Plans Are for Everyone (Not Just the Extremely Wealthy) A variety of myths linger about estate planning. One of the most enduring of these myths is that estate planning … August 26, 2021 2 MIN READ
Estate Planning, Wills Estate Planning Issues to Address New Texas Proposals In May 2021 the Biden Administration announced its “Green Books” which includes a summary of the administration’s tax proposal. Even … August 11, 2021 2 MIN READ
Estate Planning, Wills Ways You Can Utilize Life Insurance In Your Estate Plan If you’re planning on making the most of estate planning you should focus on what your goals are as well … August 9, 2021 2 MIN READ
Asset Protection, Caregiving, Elder Law A Review of Conservatorships Following the Britney Spears Case Much attention has been paid the last year to the conservatorship of Britney Spears. A judge this year recently denied … August 6, 2021 2 MIN READ
Caregiving, Elder Law, Financial Planning Taking Rising Healthcare Costs into Consideration TD Wealth recently released a survey of estate planning experts who report that health care costs are now the biggest … August 2, 2021 2 MIN READ
Asset Protection, Estate Planning, Wills Advice on Helping Your Loved One with Estate Planning Estate planning is a fundamental aspect of any thought-out financial plan but when it’s your loved ones who need to … August 1, 2021 2 MIN READ
Second Marriage Planning Widows and the Financial Dangers Associated with Remarriage Many times when a widow remarries unseen financial challenges in addition to a new marriage occur. Unfortunately this means that … July 27, 2021 2 MIN READ
Asset Protection, Estate Planning, Wills Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts Transfer on death accounts pass on assets to an appointed beneficiary when the account holder passes away. When you establish … July 26, 2021 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Elder Law What are the Rules for Medicaid Asset Transfer in New York? Medicaid is a terrific program designed to help older Americans pay for the cost of their prescription medication hospital care … May 12, 2017 2 MIN READ
