Estate Planning 4 Things to Remember about Irrevocable Trusts Irrevocable trusts provide the trust’s creator with certain protections. Despite the advantages that these trusts provide trust creators must give … March 30, 2020 2 MIN READ
Estate Administration Advice on Performing a Retirement Review Many people think that retirement involves doing nothing. In reality if you want to make sure that you avoid legal … March 22, 2020 2 MIN READ
Estate Planning Tips on Planning for the Care of Your Pet If you have a pet you likely have a plan for the pet in place in case you go on … March 20, 2020 0 MIN READ
Elder law estate planning Should I Get Long-Term Care Insurance? Did you know that the cost of in-home care services and nursing home care are not covered items under the … March 20, 2020 2 MIN READ
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
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
