Estate Planning Is a 401(k) Rollover Worth It? A 401(k) rollover occurs when a person directs the transfer of the money in their retirement account to a new … March 17, 2020 2 MIN READ
Elder Law, Elder law estate planning Pay Up: 13 States that Tax Social Security Benefits For over 80 years Social Security has made guaranteed monthly payouts to eligible retired workers. Today over 64 million people … March 16, 2020 2 MIN READ
Estate Planning Why Advance Health Directives Are Overlooked and How to Create One Estate planning is a complex process. For many people estate planning is overwhelming and results in many unanticipated costs. For … March 15, 2020 2 MIN READ
Estate Planning Advice on Letting Your Children Know They Won’t Receive an Inheritance There are some surprising conclusions that people reach after creating an estate plan. For example after putting the finishing touches … March 12, 2020 2 MIN READ
Estate Planning What Separates ABLE Accounts From Special Needs Trusts? Estate planning is difficult but for loved ones with special needs the process can be particularly challenging. Besides worrying about … March 10, 2020 2 MIN READ
Estate Planning Discovering the Power of Estate Accounts If you’ve been asked to help a loved one manage their assets you likely know that there are many complex … March 8, 2020 2 MIN READ
Estate Planning 6 End of Year Estate Planning Mistakes to Avoid If you finally wrote your estate plan in 2019 you likely know just how difficult it can be to sit … March 3, 2020 2 MIN READ
Asset Protection, Caregiving, Elder Law Back to Basics: Estate Planning 101 Creating a thoughtful estate plan is one of the greatest gifts anyone can leave their loved ones. It is important … March 2, 2020 5 MIN READ
Estate Planning When a Beneficiary Passes Away before a Testator in New York One of the most repeated pieces of estate planning advice is to routinely review and update estate planning documents. It … February 28, 2020 2 MIN READ
Estate Planning, Trustee, Trusts Golden Globe Winning Film Explores the Trust Industry Estate planning usually doesn’t come to mind when one thinks about award winning Hollywood movies. Most popular films are about … January 19, 2012 2 MIN READ
Estate Planning The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore In the recent case of Rickard v. Coulimore the plaintiff purchased the subject residential real estate from a living trust. … March 24, 2022 2 MIN READ
Estate Planning Distinguishing Between the Types of Guardianship in New York While most of us are familiar with wills many people in New York are not certain about the role played … April 16, 2020 2 MIN READ
