Estate Planning New York DTF Valuation Standards and Estate Part II: The Appraisal Process The New York Department of Taxation and Finance (‘DTF”) recognizes the Office of Real Property Tax Services (“ORPTS”) and Appraisal … October 17, 2018 2 MIN READ
Elder Law, Elder law estate planning Nursing Home Evictions and your Rights as a Resident in New York No one wishes to end up in a nursing home or require assisted living care but for many Americans it … October 17, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Elder Law, Elder law estate planning Making Deferred Compensation Work for your Estate Planning Goals Qualified plans such as IRAs 401(k)s 403(b)s and other deferred compensation are excellent ways to help reach your estate planning … October 13, 2018 2 MIN READ
Elder Law New York Estate Law on Revoking a Trust Creating a trust is one of several ways folks can pass on the fruits of their hard work to family … October 10, 2018 2 MIN READ
Elder Law, Elder law estate planning Elder Law Estate Planning Basics – What About Pets? When planning our estate most of us do so with the intent of making sure our family and close friends … October 5, 2018 2 MIN READ
Elder Law, Elder law estate planning New Bill would allow pharmacists to give Medicare patients lowest price on prescription drugs Having prescription drug coverage is extremely important to ensuring we get necessary life-saving medications while also making sure we do … October 1, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Caregiving, Elder Law Medicare Coverage for Mental Health Treatment Medicare helps seniors pay for a whole host of mental health treatment services including both inpatient and outpatient treatment services … September 26, 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
