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 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
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
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 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
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, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning Can New York Probate Judges Reject Parts of a Last Will and Testament? A last will and testament is an important legal document that tells our loved ones and the government how we … January 26, 2019 2 MIN READ
