Retirement Fund Planning How Spousal Rollover IRAs Allow Estate Holder to Reduce Required Minimum Distribution from a Defined Contribution Plan Depending on the terms and conditions of a defined contribution plan a participant may elect to extend the tax-deductible life … June 1, 2018 2 MIN READ
Gift tax “Unified Credit” Exemption Rules for Estate Gift and Formula Bequest Transfers With the enactment of the U.S. federal Tax Cuts and Jobs Act of 2017 (“Tax Act”) estate and gift transfers … May 27, 2018 0 MIN READ
Elder Law New York End-of-Life Agency Allows Refusal of Food and Water Directive Recently the board for End Of Life Choices New York approved an aggressive new document that would allow individuals to … May 24, 2018 2 MIN READ
Elder Law HHS Secretary Asks Former CVS Executive to Help Agency Lower Drug Prices Health and Human Services Secretary Alex Azar recently tapped former CVS executive Daniel Best to lead the agency’s effort to … May 20, 2018 2 MIN READ
Elder Law, Health Issues For Older Adults CMS Issues New ID Cards Announces Increased Payments to Private Plans The Centers for Medicare and Medicaid Studies (CMS) recently made a pair of announcements regarding changes to some of the … May 17, 2018 2 MIN READ
Elder Law Connecticut Man’s Challenge to Still Living Father’s Estate Fails A federal court in Connecticut recently dismissed a lawsuit brought by a Connecticut man who felt jilted after being excluded … May 14, 2018 2 MIN READ
Estate Planning The Law of Incapacitated Parties and Probate When estate planning clients require a legal guardian to perform power of attorney the process can be complicated. This is … May 9, 2018 2 MIN READ
Estate Planning Doctrine of Revocation: Estate planning and the Rules to Spousal Inheritance Post-divorce in New York At the turn of the 21st century divorce or annulment of a marriage did not automatically revoke any revocable disposition … May 7, 2018 2 MIN READ
Elder Law New Medicaid work requirements could cause family caregivers to lose their coverage Proposed work requirements to Medicaid eligibility could result in some family caregivers losing their vital coverage according to a recent … May 7, 2018 2 MIN READ
Estate Planning The Smartest Ways for Grandparents to Help Pay for College More and more grandparents are now using some of the money that they have tucked away using retirement and estate … October 22, 2014 2 MIN READ
Aging Health Benefits of Forgiveness Each one of us experience countless injustices in the course of everyday living. Like other experiences it is not the … May 26, 2023 2 MIN READ
Estate Planning Understanding Holographic Wills The internet provides us with a wealth of information at our fingertips. Unfortunately some less scrupulous websites take advantage of … November 1, 2017 0 MIN READ
