Estate Planning Financial Capacity the Key to Avoiding Probate Controversy By 2060 the population of the United States 65 years and older will more than double increasing to over 98 … August 3, 2018 2 MIN READ
Estate Planning FAPT vs. DAPT: The Comparative Advantages of Trust Asset Protections When planning a will estate or trust protecting assets from taxation is a primary concern. Today U.S.-based estate planning investors … August 1, 2018 2 MIN READ
Estate Planning Laws for Appointing Executors in New York One of the most important parts about planning your estate is appointing an executor to oversee an estate and carry … July 30, 2018 2 MIN READ
Estate Planning Military Pension Apportionment and Divorce Divorce can be an interpersonally challenging life-change and complex legal matter. With two Department of Defense (“DoD”) appropriations bills currently … July 26, 2018 2 MIN READ
Elder Law CMS Expands Grace Period for Medicare Late Enrollments The Centers for Medicare and Medicaid Studies recently announced it has extended its grace period to remove or reduce financial … July 25, 2018 2 MIN READ
Elder Law New Jersey Congressman Introduces Proposal for Medicare Long Term Care Insurance Benefit Ranking Democratic member of the House Energy and Commerce Committee Frank Pallone Jr. of New Jersey recently introduced a new … July 20, 2018 2 MIN READ
Estate Planning Avoiding Probate in New York New York estate owners can avoid probate with stipulation of transfer-on-death (“TOD”) designation of assets within their will or estate … July 18, 2018 2 MIN READ
Estate Planning The Tax-exempt Benefits of Spousal Rollover IRAs Rules of required minimum distribution (“RMD”) within defined contribution plan retirement funds are usually relatively little while a participant is … July 16, 2018 2 MIN READ
Elder Law Anthony Bourdain Leaves Bulk of Estate to Daughter but Wife Could Contest According to reports celebrity chef Anthony Bourdain has left the bulk of his $1.2 million estate to his young daughter … July 16, 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
