Estate Planning The Importance of Digital Assets in Estate Plans Laws that address how a person’s estate should be divided after their death were created at a time when no … November 9, 2017 2 MIN READ
Estate Planning Common Myths About Estate Planning A large number of individuals are confused about some of the complicated issues involved in estate planning. It is critical … November 7, 2017 2 MIN READ
Asset Protection Joint Ownership in New York Many of the assets we own are held in joint ownership with another person typically a spouse or other family … November 4, 2017 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
Asset Protection, Estate Planning Missteps with Retirement Withdrawals May Significantly Impact Your Estate Plan Comprehensive financial planning is an intricate multistep process that often goes hand-in-hand with comprehensive estate planning. There are many different … October 30, 2017 2 MIN READ
Elder Law Important Steps in the End of Life Planning Process It is important for individuals to properly plan the end of their lives. There are many critical estate planning tools … October 27, 2017 2 MIN READ
Estate Planning Unique Estate Planning Concerns for Women Comprehensive estate planning is an important consideration for everyone. There are many important factors to consider when engaging in responsible … October 27, 2017 2 MIN READ
Estate Planning Understanding Required Minimum Distributions When an individual begins to engage in responsible comprehensive estate planning they inevitably end up discussing their retirement savings and … October 25, 2017 2 MIN READ
Caregiving Signs of Guardianship Abuse The co-founder of Americans Against Abusive Probate Guardianship recently organized a town hall meeting about guardianship. The topic of the … October 24, 2017 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
