Trusts Estate Planners Advise Dynasty Trust Transfers Post-Tax Reform A will that establishes an estate or trust based on outdated federal or state income tax exemption guidelines can be … June 23, 2018 2 MIN READ
Estate Planning Should I Include Art and Collectible Assets in My Estate Plan? In 2017 reportedly 80 percent of all fine art collectors interviewed by the accounting consulting firm Deloitte thought art collections … June 20, 2018 2 MIN READ
Health Issues For Older Adults Seniors Paying More for Generic Drugs Despite Steady Prices A recent analysis of generic drug prices paid by Medicare Part D enrollees by healthcare consulting firm Avalere Health determined … June 17, 2018 2 MIN READ
Estate Planning How Blockchain Technology Is Influencing the Estate Planning Process Since introduction of Bitcoin as a valuable retirement fund asset the significance of blockchain technology has come to influence the … June 16, 2018 2 MIN READ
When a Claim of Lien is Filed Against an Estate New York law allows for a creditor to attach a debt collection order to an estate with a claim of … June 14, 2018 2 MIN READ
Long Term Care Planning Federal Regulators Issue Warning on Antipsychotic Drug Used in Nursing Homes Federal regulators recently issue a warning health care providers accepting federal funding to be on the lookout for inappropriate prescriptions … June 13, 2018 2 MIN READ
New York Elder Law New York Rules to the Private Foundation as “Trust” In New York the admirable and highly instrumental private foundation is well-recognized means to venerable ends. Indeed in 2017 the … June 11, 2018 2 MIN READ
Estate Planning Should You Have an Estate Plan for Your Social Media Account? What happens when a Facebook account holder dies and leaves valuable assets such as family photo albums and digital wallet … June 8, 2018 2 MIN READ
Estate Planning The Intellectual Property Rights of Estates When Michael Jackson’s estate filed suit against ABC Inc. and the Walt Disney Company in May 2018 the world viewed … June 5, 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
