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
Elder law estate planning The Importance of a Will: The Differences in the Estates of David Bowie and Prince David Bowie’s Estate This year we lost two music icons. While the death of Prince came as a surprise to … November 19, 2016 2 MIN READ
Caregiving, Long Term Care Planning, New York Elder Law, NY Elder Law Onondaga County Officially Transfers Ownership of Nursing Home to Private Firm The changing face of New York nursing home care continued this weekend as another county officially got out of the … December 6, 2013 2 MIN READ
Newspaper Column The Farmer’s Daughters A farmer came in to see us recently with this dilemma. He had a working farm where his twenty something … September 30, 2025 2 MIN READ
Elder law estate planning, Estate Planning, Healthcare Decisions, Medicaid Eligibility, Medicaid Planning, Medicaid Trusts The Medicaid Look-Back Period: Proactive Planning vs. Crisis Management Doctors and other professionals may forget to ask caregivers how they are coping with the care of another. Queries such … June 16, 2026 5 MIN READ
