Protecting Your Assets from Creditors For most people going through estate planning the goal is to pass on as many assets and as much wealth … April 4, 2017 3 MIN READ
Caregiving Family Members Acting as Paid Caregivers The demand for caregivers will begin to far exceed the amount of elderly individuals who need caring for in the … April 4, 2017 2 MIN READ
Estate Planning, Wills Navigating Special Needs Trusts A growing family often includes children. Sometimes children come with special needs that need to be attended to throughout their … April 2, 2017 2 MIN READ
Estate Planning Estate Planning and Intellectual Property The World Intellectual Property Organization defines intellectual property as “creations of the mind such as inventions; literary and artistic works; … March 30, 2017 3 MIN READ
Charitable Remainder Trust, Estate Administration, Estate Planning Donating Real Estate to Charity When people begin the process of estate planning or take time to review their existing estate plan they have many … March 27, 2017 2 MIN READ
Estate Planning, Wills Understanding the Law – Relocating a Trust Sometimes after setting up a trust circumstances occur that change our goals for that trust. Recently we wrote about how … March 25, 2017 3 MIN READ
Estate Planning Thinking Ahead: Taking Estate Planning Seriously While Americans have definitely paid more attention to estate planning in the last several years not enough are yet taking … March 22, 2017 2 MIN READ
Elder Law, Financial Planning Overzealous Powers of Attorney and How to Handle Them When determining how you want your estate and assets administered upon your death it is also important to consider how … March 22, 2017 2 MIN READ
Estate Planning What Happens to Your IRA When You Pass Away? Unfortunately traditional social security often doesn’t provide the means for seniors to live comfortably after they retire. The cost of … March 20, 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
