Estate Planning 3 Invaluable Estate Planning Trusts You Should Consider Trusts are a nuanced part of estate planning and can make sure that assets are passed on to your loved … December 13, 2020 2 MIN READ
Estate Planning Four COVID-19 Scams To Avoid Difficult times bring out the extremes in people. While the news is full of stories about altruism during the COVID-19 … December 13, 2020 2 MIN READ
Estate Planning 3 Reasons Why You’ll Like Need More than a Will Wills are an excellent fundamental of many estate plans. If you pass away without a will a New York court … December 10, 2020 2 MIN READ
Beneficiary Designation 3 Things to Remember About Passing Assets to a Financially Irresponsible Beneficiary Sometimes creating an estate plan means more than just simply designating who will receive your assets. Instead it sometimes becomes … December 9, 2020 2 MIN READ
Estate Planning Overcoming the Challenge of Undue Influence It’s not an uncommon story. In their final years or months a loved one decides to leave a large amount … December 7, 2020 2 MIN READ
Asset Protection, Elder Law A Quick Guide to Caregiver Assignments It’s a common occurrence for family and friends to be the caregiver for disabled and elderly loved ones. In these … December 6, 2020 2 MIN READ
Asset Protection Who Can Be Held Liable for New York Nursing Home Deaths? Communities in New York are dedicated to stopping the spread of the COVID-19 pandemic. As a result the state has … December 3, 2020 2 MIN READ
Estate Planning A Quick Guide to Spousal Lifetime Access Trusts While the coronavirus pandemic has left many people uncertain about what the future holds now might be an excellent time … November 30, 2020 2 MIN READ
Estate Planning 3 Ways to Transfer Property to a Special Needs Trust Special needs trusts perform the valuable role of keeping a person eligible for government benefits like Medicaid and Supplemental Security … November 27, 2020 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
