Estate Planning Reasons to Routinely Update Beneficiary Designations Many of us don’t keep our assets in tangible items. Instead many people’s assets are retirement accounts including 401(k)s IRAs … September 14, 2019 2 MIN READ
Estate Planning Irrevocable Trusts and Divorce: Words of Caution A recurring theme in estate planning is that it is not a once and done activity. Instead it is critical … September 12, 2019 2 MIN READ
Caregiving, Elder Law Preventing Deed Fraud and Mortgage Scams New York Governor Andrew Cuomo signed a group of bills intended to increase consumer homeowner protections. By press release the … September 8, 2019 2 MIN READ
Estate Planning Divorce and Estate Planning: Advice to Follow It’s a tale as old as time. A couple is married for several years and during that time the couple … September 6, 2019 2 MIN READ
Asset Protection, Estate Planning Lessons Learned from Northport Health Services v. Posey The Eighth Circuit Court of Appeals in Northport Health Services v. Posey recently reversed a lower court’s decision to grant … September 4, 2019 2 MIN READ
Estate Planning How to Retain Control over Medical Decisions if You Become Incapacitated One of the great challenges of estate planning is that most of the decisions made will be carried out after … August 29, 2019 2 MIN READ
Estate Planning Estate Planning Advice for Remarried Individuals No matter if you are in a second or subsequent marriage individuals who have been previously married often face a … August 26, 2019 2 MIN READ
Estate Planning Deciding what State Law Should Apply to Your Trust There are a number of complex issues involving the creation and administration of a trust. One of these issues involves … August 23, 2019 2 MIN READ
Estate Planning Is Aging in Place the Best Option for You? Transitioning to a nursing home or assisted living facility is a difficult period for most adults. A recent study conducted … August 21, 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
