Asset Protection, Estate Planning Understanding Testamentary Capacity Under New York Law In order to make and execute a valid will under New York law a person must meet certain requirements. One … September 9, 2016 2 MIN READ
Asset Protection, Financial Planning Diversification in Your Portfolio Depending on the purpose of a trust a trust may be able to further sustain its’ life and generate additional … September 8, 2016 2 MIN READ
Asset Protection, Estate Planning Estate Planning Under 40: Why You Need It Making an estate plan tends to be something people ignore until the last minute. These documents are considered important but … September 6, 2016 3 MIN READ
Asset Protection Protecting Assets From Previous Marriages And Yourself Protecting Your Estate The divorce rate in America has sat steady at just below 50 percent for decades now. From … September 3, 2016 2 MIN READ
Caregiving, Elder Law Private Equity and PACE Providing reasonable care for the rising number of senior citizens continues to be issue of concern for our health care … September 1, 2016 2 MIN READ
Asset Protection, Business Succession Life Insurance and Business Succession Planning Few people think about what will happen to their business after they die and therefore rarely put together a plan. … August 28, 2016 2 MIN READ
Asset Protection, Elder Law, Medicaid Eligibility, Medicaid Planning New York Medicaid Law – Pooled Trusts Pooled Trusts Eligibility Pooled Trusts are a type of trust applicable to those individuals who are seeking public assistance benefits … August 23, 2016 2 MIN READ
Asset Protection, Estate Planning IRS Proposal To Overturn Common Asset Valuation Planning Met With Fierce Resistance Newly proposed IRS regulations meant to curb common estate and gift tax planning tactics is being met with a firestorm … August 22, 2016 2 MIN READ
Asset Protection, Estate Planning, Wills Back To Basics: Witnesses and Your Will It is common knowledge that in order for a New York will to be valid that there must be other … August 20, 2016 2 MIN READ
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Estate Planning Can New York Probate Judges Reject Parts of a Last Will and Testament? A last will and testament is an important legal document that tells our loved ones and the government how we … January 26, 2019 2 MIN READ
Elder Law, Medicaid Applications, Medicaid Eligibility, Medicaid Planning The Role of the Stop Unfair Medicaid Recoveries Act Current federal regulations require Medicaid programs run by states to try to recoup the cost from estates of recipients who … April 18, 2022 2 MIN READ
