Elder law estate planning Deciding if Now Is the Best Time for Family Gifting Due to not just the approaching US election but also continued economic uncertainty and a country that is dealing with … November 26, 2020 2 MIN READ
Estate Planning What’s the Difference Between Power of Attorney and a Guardianship? The field of estate planning involves various types of documents. While some of these documents have long-recognized roles people have … November 25, 2020 2 MIN READ
Estate Planning Making the Most of Estate Planning Opportunities While it would be nice if it were estate planning is not a once and done process. Instead it is … November 21, 2020 2 MIN READ
Estate Planning Utilizing Estate Plan to Establish Your Legacy Estate planning is vital if you want to leave a lasting legacy to your loved ones. Despite its importance a … November 19, 2020 2 MIN READ
Elder Law Safe Ways to Spend Assets So You Still Qualify for Medicaid It’s an unfortunate reality that many people who apply for Medicaid end up discovering that they have too many assets … November 17, 2020 2 MIN READ
Business Succession, Estate Taxes Business Succession Planning While ninety percent of American businesses are family owned only about thirty percent of them continue to the next generation. … September 30, 2020 3 MIN READ
Estate Planning, Inheritance Trusts, Medicaid Asset Protection Trust The Four Basic Protections of Elder Law Estate Planning Elder Law Estate Planning is an area of law that helps us maintain control of our lives and assets in … August 28, 2020 2 MIN READ
Elder law estate planning, Financial Planning How the New Rules Under the Secure Act Changes the Way People Will Inherit Money The Setting Every Community Up for Retirement Enhancement Act of 2019 Pub. L. 116–94 was signed into law by President … May 12, 2020 2 MIN READ
Estate Planning A Primer on Recent Financial Opportunity Zone Regulations In December 2019 the United States Treasury recently released guidelines in Subchapter Z of the Internal Revenue Code. the regulations … May 9, 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
