Estate Planning The Role of Handwritten Wills When Aretha Franklin passed away in 2018 she was not believed to have had any type of estate plan. Months … July 21, 2019 2 MIN READ
Estate Planning Advice on Selecting a Digital Asset Guardian As time passes an increasing number of people are finding out that they have digital assets as part of their … July 16, 2019 2 MIN READ
Caregiving, Elder Law Who Pays and When Does a Reverse Mortgage Become Due and Payable? In our last post we reviewed reverse mortgages as a way to cash out of the equity in your home … July 15, 2019 3 MIN READ
Estate Planning Important Considerations in the Removal of an Administrator or Executor The Indiana Supreme Court recently upheld the removal of a father as the administrator of his deceased son’s estate. The … July 13, 2019 2 MIN READ
Caregiving, Elder Law Reverse Mortgages The adage home is where the heart is is a truism. Human beings have a need for shelter. Housing is … July 12, 2019 2 MIN READ
Caregiving, Elder Law A Note on Afternoon Doctor Visits When bodies age they need regular check-ups to ensure systems are functioning properly. Particularly if you suffer from a chronic … July 8, 2019 2 MIN READ
Estate Planning Defining Undue Influence: Lessons Learned from Portland Museum of Art v. Germain The Portland Museum of Art in Maine recently initiated legal action against the caretaker of an art collector. The Museum … July 8, 2019 2 MIN READ
Elder Law, Elder law estate planning Handling Digital Assets in Estate Administration This is the last post on gifting digital assets. So far we have examined digital assets generally and digital asset … July 4, 2019 2 MIN READ
Estate Planning Estate Planning after Marriage or Divorce When major life events like marriage and divorce occur it is a wise idea to review your estate plan. That’s … June 28, 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
