Estate Planning Talking to Your Spouse About Estate Planning While comprehensive estate planning is an important discussion it is not typically one families have while sitting around the dinner … March 12, 2018 2 MIN READ
Estate Planning Potential Changes for Retirees Could Mean Changes for Your Estate Plan The impact of the newest tax reform efforts will likely take a long time to settle in. However there are … March 10, 2018 2 MIN READ
Elder Law Mortality Rates Down for Older Americans Promising statistics recently came out early this year indicating the mortality rate for older Americans is down from 2015 to … March 10, 2018 2 MIN READ
Estate Planning Late-In-Life Divorce Challenges and Your Estate Plan Divorce is never an easy experience no matter what age it occurs at. However individuals going through a late-in-life divorce … March 3, 2018 3 MIN READ
Elder Law Where Do I File for Probate? When someone passes away he or she typically designates an individual as the executor of the estate in a last … February 26, 2018 2 MIN READ
Estate Planning Preventing Disagreements from Unraveling Your Estate Plan Comprehensive estate planning is challenging and the process is unique for every couple and individual. Most people put a lot … February 23, 2018 2 MIN READ
Elder Law How Do I Obtain a Death Certificate in New York? When someone dies a death certificate records on paper the time and place where the decedent passed away. While the … February 22, 2018 2 MIN READ
Estate Planning Warning Signs of Disagreements Over Your Estate Plan Working with an experienced estate planning attorney to ensure that your comprehensive estate plan meets your needs as well as … February 20, 2018 2 MIN READ
Estate Planning The Importance of Business Succession Plans Owning a business is hard work. Whether you have started your business from scratch or purchased it business ownership is … February 18, 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
