Aging, Senior Health Care Book Review: “SuperAging” by David Cravit and LarryWolf Subtitled “Getting Older Without Getting Old” this new book starts with the premise “…imagine bringing a whole lifetime of knowledge … June 26, 2024 2 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 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
Estate Planning, Healthcare Decisions Health Care Decision-Making For health care decision-making when a doctor determines you are unable to make medical decisions for yourself New York has … March 22, 2024 3 MIN READ
Estate Planning, Power of Attorney, Wills Planning for Those You Are Responsible For A client came in to see us for their follow-up consultation. The client shared that in between their two meetings … March 15, 2024 2 MIN READ
Aging Medical Aid in Dying (MAID) According to the New York State Bar Association “medical aid in dying is a medical practice that has been adopted … March 1, 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
Aging, Senior Health Care, Senior Living Communications Devices for Older Adults While studying the topic of dementia your writer was surprised to learn that the single most effective preventative measure would … January 10, 2024 1 MIN READ
Estate Planning The Attitude of Gratitude Gratitude has to do with appreciation. Appreciation means to add value to. Things that appreciate tend to grow just as … November 21, 2023 3 MIN READ
Newspaper Column Accepting What Is As estate planners, we consistently meet with people who are suffering from traumatic relationships with their children or grandchildren. Children … September 30, 2025 2 MIN READ
Estate Planning, Gift tax, Trusts GRATs – A Good Idea in this Low Interest Rate Environment? A post over at Think Advisor last week provides some helpful insight into one financial and estate planning tool which … August 6, 2013 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Trusts Art and Antique Succession Planning Should Not Be Overlooked In many cases the most difficult aspect of conducting proper New York estate planning is ensuring that everything necessary is … December 5, 2011 2 MIN READ
