Estate Planning 2 New Tax Changes that Will Impact Your Estate Plan With the implementation of the Biden administration in the country various changes are likely to occur including several related to … March 3, 2021 2 MIN READ
Long Term Care Planning 4 Ways to Care for a Loved One in a Nursing Home There are more than 40 million family members in the United States who act as caregivers for loved ones. There … February 28, 2021 2 MIN READ
Estate Planning 4 Critical Estate Planning Actions to Take While You’re Still Healthy No one likes thinking about what will happen when their health begins to decline or what that person’s loved ones … February 27, 2021 2 MIN READ
Caregiving, Elder Law 3 Facts about Navigating Elder Abuse during the Covid-19 Pandemic The covid-19 pandemic has disrupted many aspects of our lives. One of the most overlooked aspects of how the pandemic … February 25, 2021 2 MIN READ
Estate Planning 3 Estate Planning Lessons from Prince The estate planning dispute that occurred following Prince’s death in 2016 has arisen again after the Internal Revenue Service determined … February 18, 2021 2 MIN READ
Elder Law, Elder law estate planning 4 Tips on Navigating a Loved One’s Dementia Data compiled by the Centers for Disease Control and Prevention show that more than 16 million Americans care for someone … February 17, 2021 2 MIN READ
Estate Planning 3 Details to Remember about Signing Estate Plans Remotely The coronavirus pandemic has substantially altered the way that we engage in business. There are however ways to sign estate … February 12, 2021 2 MIN READ
Caregiving, Elder Law, Financial Planning 5 Tips on Navigating Elder Law – Estate Planning After a Divorce Adequate estate planning is a critical part of the divorce process but it is frequently overlooked because people are worried … February 11, 2021 2 MIN READ
Estate Planning 3 Things to Remember About How Adoptions Impacts Estate Planning Many families in New York as well as the rest of the country are considered “blended” which means that many … February 9, 2021 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
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
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
