When you are entering into your active retirement years, you are embarking on a stage... [Read more...]
Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the... [Read more...]
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death.... [Read more...]
NY Elder Law Info: Can a Healthy Spouse Accept a Beneficiary’s Income?
The Medicaid program may never cross your mind as it applies to you personally, but... [Read more...]
Living Trusts: What Are the Benefits in NY?
Revocable living trust benefits in New York are considerable, and far too many people overlook... [Read more...]
Have You Considered the Estate Administration Process?
A lot of people try to reduce estate planning to a single action. You record... [Read more...]
How Do I Avoid Medicaid Estate Recovery in NY?
We will look at the subject of Medicaid estate recovery in NY in this post.... [Read more...]
Legacy Planning: A More Comprehensive Approach to Estate Planning
A bare-bones estate plan will typically include a will, and advance health care directives may... [Read more...]
How Do I Set Up a Special Needs Trust?
There are different ways to get assets into the hands of someone after you pass... [Read more...]
What Is the New York Estate Tax Cliff?
Before we take a look at the New York estate tax and the so-called “cliff,”... [Read more...]
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