Newspaper Column A Baker’s Dozen Reasons To Use A Trust Trusts can shield your assets from the high cost of home care making you eligible for home health aides through … September 30, 2025 1 MIN READ
Newspaper Column Why Some Estate Plans Fail Clients become legally disabled when their treating physician determines that they are unable to handle their legal and financial affairs. … September 30, 2025 2 MIN READ
Newspaper Column Medical Order For Life-sustaining Treatments Medical Orders for Life-Sustaining Treatment (MOLST) forms are medical directives signed by a doctor and used to convey a patient's … September 30, 2025 2 MIN READ
Newspaper Column Second Marriage Planning In second marriage planning, a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … September 30, 2025 2 MIN READ
Newspaper Column “Disclaimer Trusts” For Couples With Taxable Estates Here's how they work. Each spouse sets up their own revocable living trust. Husband and wife are co-trustees of his … September 30, 2025 2 MIN READ
Newspaper Column The State Of Estate Taxes The current exemption from New York estate taxes is 5.93 million, indexed for inflation. For example, last year it was … September 30, 2025 2 MIN READ
Newspaper Column Life Stories Preserved The aim of this service is to preserve and perpetuate the lives and their meaning of people after they have … September 30, 2025 2 MIN READ
Elder law estate planning, Estate Taxes In Elder Law Estate Planning There’s More Misinformation than Information Recently we came across an article by a syndicated columnist that claimed that if you put your house into an … July 16, 2025 2 MIN READ
Legacy Planning Legacy Planning Some thirty-five years ago your writer was taught that estate planning is about getting your assets to whom you want … April 24, 2025 1 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
International Trust Estate Planning a ‘Clifford Trust’ When planning an international trust a Clifford Trust will allow a grantor to transfer high net worth assets that produce … September 21, 2018 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