Financial Planning What are My Inheritance Rights as a Spouse in New York? The last will and testament is an important document an individual creates to spell out his or her final wishes … August 7, 2018 2 MIN READ
Estate Planning Foreign Pension Plan Contribution and Taxation U.S. citizens currently residing and working abroad and foreign residing in the United States who are participating in a foreign … August 6, 2018 2 MIN READ
Probate Do Small Estates Need to go through Probate in New York? In New York not every estate needs to pass through the probate process in Surrogate’s Court. The law gives this … August 4, 2018 2 MIN READ
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
Asset Protection, Blended Families Estate Planning, Estate Planning Understanding Joint Ownership with Rights of Survivorship There are many ways to pass on your assets without having to go through probate. Any account or policy with … July 16, 2016 2 MIN READ
Caregiving Trust Settlement & Disbursement after Beneficiary Death Upon the happening of an event described in a trust whether it is a term being met a beneficiary reaching … November 2, 2016 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