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 Estate Planning and Cryptocurrency The introduction of cryptocurrency has created a number of new issues which includes how these digital assets should be addressed … October 16, 2019 2 MIN READ
Estate Planning, Wills 4 Pieces of Advice on Selecting an Executor After the devastation of accepting the loss of a loved one subsides it can be challenging to determine how to … October 15, 2019 2 MIN READ
Caregiving, Elder Law, Elder law estate planning How to Deal with Out-of-State Assets in an Estate Plan It is not uncommon in our region for people to own real property outside of New York State. Increasingly people … October 12, 2019 2 MIN READ
Estate Planning, Wills Estate Planning and Alzheimer’s Following a diagnosis of Alzheimer’s you and your loved one will end up facing a number of serious challenges. For … October 8, 2019 2 MIN READ
Caregiving, Elder Law Safeguarding Estate Planning Documents Clients call this law firm asking for a copy of their will or other estate planning documents because they cannot … October 8, 2019 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
