Caregiving, Elder Law Sumner Redstone Sues Claiming Elder Abuse Sumner Redstone the 93 year old media mogul who has infamously alienated both family and friends over the past few … December 13, 2016 2 MIN READ
Elder Law, Financial Planning What is a Blind Trust and Why Do They Matter? Blind Trusts Blind trusts are another type of trust that is established in order to set assets aside and preserve … December 6, 2016 2 MIN READ
Asset Protection, Estate Planning Tax Identification Numbers For Trusts Trusts are common estate planning tools in which a person can transfer ownership of assets to the trust. While this … December 3, 2016 2 MIN READ
Caregiving, Elder Law Dementia on the Decline and How it Impacts Elder Care A study released in late November in the JAMA Internal Medicine journal reported that dementia rates for individuals over the … December 2, 2016 2 MIN READ
Estate Planning Here Comes the Estate Plan – Estate Planning For Newlyweds Newly married couples are embarking on a whole new life together. This new life comes with a number of changes. … November 30, 2016 2 MIN READ
Asset Protection, Financial Planning Executors Trustees and Powers of Attorney: Blessing or Curse? When choosing the people you trust the most to serve as a part of your estate plan in any capacity … November 28, 2016 2 MIN READ
Caregiving Back to the Basics – The Gift Tax Putting your assets in an irrevocable trust has a number of benefits including: allowing the settlor also known as the … November 28, 2016 2 MIN READ
Asset Protection, Estate Planning The Pros and Cons of Adding Your Adult Child to Your Bank Account There comes a time in many people’s lives when their adult children begin to help out with daily tasks. For … November 25, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 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
