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 Advice on Estate Planning for New York Farm Families Based on data compiled by the United States Department of Agriculture’s 2017 Census there were approximately 33 438 farms in … February 22, 2020 2 MIN READ
Estate Planning Deciding on a New York Home Funeral Recently after a mother in Oregon lost her four-year-old son in an accident the woman to take the boy’s body … February 20, 2020 2 MIN READ
Estate Planning Difficulties that Can Arise with Guardianship Not seeing medical providers when necessary. Being financially exploited by others. Not being able to take care of financial situations … February 18, 2020 2 MIN READ
Estate Planning Estate Conflicts in Close-Knit Families The Internal Revenue Service recently announced that beginning in 2020 the first $11.58 million of a taxable estate is not … February 15, 2020 2 MIN READ
Estate Planning Anticipating the Role of Electronic Wills Recent changes are coming for wills. Many states have begun to pass legislation that will result in the introduction of … February 13, 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
