Estate Planning New Estate Planning Topics You Should Know About It is difficult to perform estate planning without taking finances and taxes into consideration. Instead many people who perform successful … November 6, 2019 2 MIN READ
Estate Planning How to Reduce the Risk of Revocable Trust Litigation The California Court of Appeals recently decided the case of Winston v. Winston-Levin which reviews some important estate planning considerations. … November 4, 2019 2 MIN READ
Elder Law, Elder law estate planning Understanding the Differences Between Revocable and Irrevocable Trusts Adding trust instruments to your estate plan can help a surviving spouse and other beneficiaries have access to assets while … November 4, 2019 2 MIN READ
Asset Protection, Estate Planning Should Medicaid Planning Be Included in Your Estate Plan? State plans for medical assistance under federal Medicaid law must comply with certain requirements located in Title 42 U.S.C. § … October 30, 2019 2 MIN READ
Asset Protection, Estate Planning A Quick Guide to New York MOLST Forms One of the common responses that many people have as they learn about estate planning is that there are a … October 28, 2019 2 MIN READ
Caregiving, Elder Law Mistakes to Avoid When Establishing Trusts We’ve been examining adding a revocable (a/k/a living or inter vivos) trust or irrevocable trust to your estate plan. Trust … October 28, 2019 4 MIN READ
Estate Planning Advice from Sveen v. Melin on the Importance of Beneficiary Designations In 1997 Ashley Sveen purchased a life insurance policy. Later that year Ashley married Kaye Melin and named Melin as … October 25, 2019 2 MIN READ
Estate Planning Lessons from Groucho Marx: Reducing the Risk of Elder Abuse By the time that the legendary screen actor and comedian Groucho Marx became a senior citizen he had a difficult … October 23, 2019 2 MIN READ
Estate Planning Estate Planning Challenges Faced by Unmarried Couples Statistics show there are an increasing number of older individuals who are divorcing later on in life. There is also … October 21, 2019 2 MIN READ
Estate Planning Foreign Pension Plan Contribution and Taxation U.S. citizens currently residing and working abroad and foreign residing in the United States who are participating in a foreign … August 6, 2018 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
