Wills, Wills 3 Critical Things to Remember about New York Holographic Wills In the recent case In the Estate of Hohmann a person passed away without leaving an executed will. The deceased man’s … February 4, 2021 2 MIN READ
Estate Planning 3 Pieces of Advice on Estate Planning for Your Digital Assets One of the biggest changes to estate planning over the last few decades has been the increase in the number … February 1, 2021 3 MIN READ
Estate Planning Important Issues to Consider About Federal Estate Tax in 2021 As we enter into 2021 the country remains in a state of flux. Following the United States Presidential election in … January 26, 2021 2 MIN READ
Asset Protection, Caregiving, Elder Law Ways to Avoid Being “Squeezed” as an Elderly Caregiver The term sandwich generation was created to refer to a generation of individuals who were taking care of their parents … January 23, 2021 2 MIN READ
Asset Protection, Estate Administration, Estate Taxes Lessons Learned After IRS Proposes User Fee for Estate Tax Closing Letters Executors as well as the personal representatives of estates can be held personally liable for either applying or distributing estate … January 20, 2021 2 MIN READ
Caregiving, Elder Law Lessons Learned After New York Mail Fraud Case The Department of Justice recently indicted four men including two individuals who are located in Canada and two in the … January 19, 2021 2 MIN READ
Caregiving, Elder Law 4 Things To Appreciate About Theft and Nursing Homes Placing a loved one in a nursing home is one of the most difficult decisions that many people make. It … January 14, 2021 2 MIN READ
Estate Planning Reasons Why Estate Planning Should Be Part of Your Retirement Plan One of the most recurring themes about estate planning as well as retirement strategies is to minimize risk. As a … January 13, 2021 2 MIN READ
Caregiving, Elder Law 4 Things to Understand about Nursing Homes and Bed Sores An elderly individual or person who is receiving care at a nursing home should not be required to live with … January 10, 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
