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
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
Elder Law Creating a Living Trust While Your Home Has a Due on Sale Clause Creating a living trust is one common way individuals plan their estates and keep valuable assets like homes and other … September 20, 2018 2 MIN READ
Elder Law, Elder law estate planning Look Out for the Signs of Elder Abuse Elder abuse occurs all too often and comes in many forms. While it may seem unfathomable abusers can be the … September 18, 2018 2 MIN READ
Financial Planning Cryptocurrency Risk: High Exposure Asset or Retirement Fund Disaster? When retirement investors are considering assets for estate or trust transfer one of the main priorities is the impact of … September 17, 2018 2 MIN READ
Probate Probate Judge Removes Executor without Hearing Over Failure to Account Estate A Kings County Surrogate’s Court judge recently removed the executor to an estate without a hearing over the individual’s failure … September 16, 2018 2 MIN READ
Estate Planning Protecting Your Estate from Investment Scams The record of retirement investment and trust fund fraud is extensive and not restricted to sales agents fiduciaries and retirement … September 14, 2018 2 MIN READ
Estate Planning SOLD!: Fiduciary Liquidation of Property Assets New York laws of intestacy and probate do not allow an executor to sell real estate or property belonging to … September 12, 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
