Elder Law, Elder law estate planning Authorities Warn about New Social Security Scam Calls Targeting the Elderly Authorities across the country are warning of new scams targeting elderly Social Security over the phone where individuals claiming to … December 28, 2018 2 MIN READ
Estate Planning Consumer Financial Protection Bureau Guide on Managing Elder Financial Affairs The Consumer Financial Protection Bureau (CFPB) recently released a set of helpful guides to help individuals manage the financial affairs … December 24, 2018 2 MIN READ
Estate Planning Combined Financial Estate and Legacy Planning When an elderly family member is diagnosed with Alzheimer’s related dementia it is time to discuss the details of legacy … December 23, 2018 2 MIN READ
Elder Law, Elder law estate planning Major Insurance Company Pulls Gym Membership Program As of January 1 2019 approximately 1.2 million seniors across will lose their SilverSneakers coverage on Medicare Advantage plans that … December 20, 2018 2 MIN READ
Estate Planning Dead Man Walking or Dead Man’s Statute? In October 2018 new statutory legislation recommended by the Irish Law Reform Commission of the country’s cabinet considered a rule … December 16, 2018 3 MIN READ
Estate Planning Trump Tax Conundrum Will Likely Lead to Estate Rule Reform The news that the First Family protected their assets from additional taxation is now the subject of Congressional debate over … December 9, 2018 2 MIN READ
Estate Planning Why Millennials are Estate Planning Early For most millennials the thought of taking responsibility for end-of-life financial planning is a daunting if not unfathomable task. Estate … December 7, 2018 3 MIN READ
Estate Planning The Estate Risks of Nuncupative Will Formation The release of Stormy Daniels’ memoir Full Disclosure by St. Martin’s Press is a landmark case of a legal matter … December 3, 2018 2 MIN READ
Estate Planning Estate Planning for Entrepreneurs and Founders Part 3: Advanced Wealth and Estate Transfer The final step in a three (3) part series advanced wealth and estate transfer planning allows an estate owner to … December 1, 2018 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
