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
Long Term Care Planning How to Remain Engaged with a Loved One Who Enters a Nursing Home As they look towards the end of their lives most people want nothing more than to spend every day independent … July 24, 2021 2 MIN READ
Beneficiary Designation, Estate Administration, Estate Planning Recognizing the Challenge with Naming Minors as Beneficiaries Understandably many clients want to appoint children or grandchildren to receive their assets. Appointing a minor beneficiary directly to an … July 21, 2021 2 MIN READ
Caregiving, Elder Law Medicare for 60-Years Is Not Always the Best Deal President Biden as well as progressive Democrats have proposed lowering Medicare’s eligibility age to 60 to help older individuals obtain … July 19, 2021 2 MIN READ
Asset Protection, Blended Families Estate Planning, Trustee Court Reverses Injunction against Co-Trustees In the recent Texas of Marshall v. Marshall a beneficiary initiated legal action against a trustee as well as five … July 13, 2021 2 MIN READ
Caregiving, Elder Law Gun Safety and the Elderly In the same ways that some elderly drivers prove dangerous behind the wheel firearms also prove dangerous in the hands … July 12, 2021 2 MIN READ
Estate Planning, Wills Utilizing Private Placement Life Insurance in Estate Planning As we proceed into 2021 and emerge from the COVID-19 pandemic many fundamental aspects of daily living have been challenged. … July 6, 2021 2 MIN READ
Estate Administration, Estate Planning After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents With the increasing availability of the COVID-19 vaccine and the rate of COVID deaths dropping in New York it’s a … July 2, 2021 2 MIN READ
Caregiving, Elder Law Advice on Using New York Trusts for Asset Protection When it comes to creating a trust to protect assets against various predatory efforts including financial elderly abuse lawsuits and … July 1, 2021 2 MIN READ
Estate Planning PRETERMITTED OR OMITTED CHILDREN NOT ADDRESSED IN A WILL Contrary to the European model American parents are legally free to disinherit their children but at the same time they … January 11, 2016 2 MIN READ
Asset Protection, Estate Planning What Happens if my Beneficiary Turns Down My Bequest? It is not a common situation but it does happen. After you pass your will is entered into probate and … July 21, 2016 2 MIN READ
Ademption: A Stumbling Block To Your Estate Plan Your estate plan exists to make sure that your wishes are known and fulfilled. In particular you have a will … September 20, 2016 2 MIN READ
