Estate Planning Trusts and Estates Planning for Same-Sex Couples QTIP Trust Planning for Same-Sex Couples When the United States Supreme Court struck down the Defense of Marriage Act (“DOMA”) … November 15, 2018 2 MIN READ
Elder Law, Elder law estate planning What is the Best Trust for Special Needs Planning? Caring for a child with a disability creates challenges beyond our lifetime and often takes resources beyond what federal safety … November 13, 2018 2 MIN READ
Estate Planning The Reinvestment Benefits of Viatical Settlement Viatical settlement has become a popular strategy for investors seeking immediate liquidity for end-of-life expenses. Distinct from other derivative products … November 11, 2018 2 MIN READ
Estate Planning Why a Life-care Policy is a Value-added Investment New York insurance laws allow for insurance providers to offer insured seniors life-care policy coverage. A specialized form of insurance … November 9, 2018 2 MIN READ
Elder Law, Elder law estate planning Calculating your Break Even Point with Social Security Benefits Figuring out the best time to claim Social Security benefits is an important part of retirement planning that can have … November 5, 2018 2 MIN READ
Elder Law Federal Regulators Issue Warning About Risk of Cryptocurrencies Tied to Retirement Accounts The Securities and Exchange Commission (SEC) recently issued a warning to consumers about the risk associated with adding cryptocurrencies to … October 30, 2018 2 MIN READ
Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 2018 2 MIN READ
Elder Law New Study Predicts Factors for Longer Life A recent study by the University of California San Diego School of Medicine suggests that women whose mothers lived healthy … October 27, 2018 2 MIN READ
Elder Law, Elder law estate planning Improvements you Can Make to your Home to Keep it Safe in your Old Age Most of us would not want to be anywhere else but in our homes as we grow old and enjoy … October 19, 2018 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
What to Do When You Inherit Your Parent’s Home According to the Boston College Center of Wealth and Philanthropy the Baby Boomer generation stands to inherit over $27 trillion … October 27, 2014 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
