Estate Planning Non-Spouse IRA Inheritance We have written several aspects about the role IRAs can play in your comprehensive estate planning strategy as well as … June 20, 2017 2 MIN READ
Elder law estate planning, Financial Planning What are the Tax Rules of Gifts to Grandchildren? All grandparents want the best for their children and grandchildren and many take the initiative to set aside part of … June 20, 2017 2 MIN READ
Asset Protection, Anticipating Tax Reform with Your Estate Planning Strategies The current makeup of the federal government makes it very likely that some type of tax reform will happen within … June 17, 2017 2 MIN READ
Caregiving, Elder Law Elder Law Estate Planning – Choosing the Right Trust for your Estate When deciding how to disburse assets in an estate many individuals decide to create a trust over a last will … June 16, 2017 2 MIN READ
Asset Protection, Estate Planning, The Difference Between a Trust and Payable on Death In the past a trust was something that seemed useless for many Americans. It was a term often used to … June 14, 2017 2 MIN READ
Estate Planning Estate Planning and Online Accounts For some people the term “estate planning” conjures up images of wealthy families complaining about the estate tax. However estate … June 12, 2017 3 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part III An important part of your estate plan is making sure that it provides for your heirs in the way you … June 10, 2017 2 MIN READ
Estate Planning, Biggest Mistakes in Estate Planning: Part II Each individual state has its own trusts and estates laws. While there are many similarities among these laws there are … June 8, 2017 2 MIN READ
Elder Law, Do Not Forget to Apply for SSI Death Benefits if You are a Surviving Spouse or Child The passing of a loved one is never an easy event. While families take time to grieve and mourn the … June 8, 2017 2 MIN READ
Estate Planning Saving an Estate Charitable Deduction through Qualified Reformation On Dec. 12 2014 the Internal Revenue Service issued Private Letter Ruling 201450003 in which it considered whether an estate … January 14, 2015 2 MIN READ
Newspaper Column Avoiding Elder Financial Abuse Recently, the Internet Crime Complaint Center of the FBI reported almost ten thousand complaints involving tech scams targeting older adults … September 30, 2025 1 MIN READ
Elder Law, Medicaid Planning, Medicaid Trusts Elder Law Issues with Second Marriages Our New York elder law estate planning lawyers understand that handling long-term planning issues can be particularly delicate when there … January 18, 2012 2 MIN READ
