Estate Planning, Biggest Mistakes in Estate Planning: Part I Estate planning can be a difficult topic and is likely to touch on unpleasant emotions. However it is an important … June 5, 2017 2 MIN READ
Elder Law, Elders Caring for Spouses with Alzheimer’s Must Plan for Their Future Anyone with a spouse stricken by Alzheimer’s disease knows exactly how devastating the condition is on the patient and how … June 5, 2017 2 MIN READ
Caregiving, Elder Law, What is the Dead Man’s Statute? When someone passes away he or she typically has the estate in order by creating a will or trust and … June 2, 2017 2 MIN READ
Estate Planning Tips When Considering Estate Planning Comprehensive estate planning is an important part of aging especially if you have already started a family. Estate planning for … May 25, 2017 3 MIN READ
Elder Law Remarrying as a Senior? Here are a Few Things to Consider Getting remarried as a senior can have a whole host of important consequences from estate planning retirement and any future … May 23, 2017 2 MIN READ
Estate Planning Tips for Avoiding a Will Contest Comprehensive estate planning can be a confusing process. It can be even more confusing with larger estates or with multiple … May 23, 2017 2 MIN READ
Asset Protection, Charitable Remainder Trust, Removing a Trustee in New York Selecting the right trustee to administer your estate is a crucial part of ensuring that your assets are distributed according … May 21, 2017 3 MIN READ
Elder Law The Fine Print in Nursing Home Contracts When we send our beloved elders to a nursing home we expect them to receive the care and attention need … May 18, 2017 2 MIN READ
Asset Protection, Estate Planning, Wills Estate Planning and Buy-Sell Agreements for Your Business Comprehensive estate planning can be an extremely complicated process for an individual. This is even more true when the individual … May 16, 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