Long Term Planning – Can Pets Be Beneficiaries? Pets play a special role in all our lives; they serve as companions security as well as important additions to … January 10, 2017 0 MIN READ
Elder law estate planning Injuries from Hot Water Scalding Led to Patient’s Death When we place our loved ones in the care of a nursing home we expect that they will be properly … January 7, 2017 2 MIN READ
Common Reasons to Contest a Will When a deceased individual known as a decedent leaves a Will family members and friends that have reason to believe … January 4, 2017 2 MIN READ
Exploring Legacy Planning While often used interchangeably with estate planning legacy planning is actually a distinct approach to estate planning. While legacy planning … January 3, 2017 2 MIN READ
Asset Protection, Elder Law Social Security Earnings Test & Increases in 2017 The Social Security Administration recently released a list of changes to take place in 2017 which included the cost of … December 30, 2016 2 MIN READ
Asset Protection, Caregiving Trusts: Your Right of Withdrawal Every trust document is different; the terms of a trust can vary greatly giving the beneficiaries either a broad range … December 27, 2016 2 MIN READ
The Federal Reserve Raises Rates – What It Will Affect? Why Were Interest Rates Raised? The Federal Reserve has made the decision to increase interest rates by 0.25% at the … December 24, 2016 2 MIN READ
Trusts Company Claims to Sell Social Security Numbers Maintaining your Social Security number is something we have all been told to keep close and to be wary of … December 21, 2016 2 MIN READ
Asset Protection, Estate Planning Can Elderly Parents Be Claimed as Dependents? Healthcare coverage has been an unsure and confusing issue for both young and elderly citizens over the past decade with … December 16, 2016 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