We are going to look at long-term care insurance in this post, but many people are not interested in the subject because they harbor certain misconceptions. Before we share information about the coverage, we will provide some clarity so you know why the matter is relevant. Most Seniors Will Need Living Assistance It may be […]
How Do You Prevent a Will Contest?
When you are planning your estate, you may make a decision that is not going to sit well with someone that is expecting an inheritance. Most people have heard of will contests, so this may be a source of concern, and we will provide some clarity in this post. The Probate Process If you use […]
NY Community Medicaid Program Can Facilitate In-Home Care
Elder law attorneys help clients address the potential impact of long-term care costs. These expenses can be considerable, and most senior citizens will need paid living assistance at some point in time. The NY Community Medicaid Program can be the solution, and we will explain the details here. Medicare Misconception A lot of people assume […]
Estate Plan Details You Shouldn’t Overlook
Estate plan details are very important when protecting your family and legacy. There are many details of the estate planning process that are easy to overlook, especially if you Far too many people procrastinate before they put initial estate plans in place. And when they finally act, they do the bare minimum without acquiring any […]
Estate Planning 101: The Simple Will
The simple will is the most common estate planning document, but a lot of people do not understand the details, limitations, and drawbacks. In this post, we will provide an overview so you can go forward with enough knowledge to make more informed decisions. Basic Purpose Everyone is aware of the fact that you can […]
Special Needs Planning: Take the Right Steps to Preserve Benefits
It is important to stop and consider the life situation of each person that is on your inheritance list. The ideal way to provide for one individual may not be right for another for a variety of different reasons. In this post, we will look at this dynamic as it applies to people with disabilities. […]
Are All Estate Transfers Subject to Probate?
If you use a will to state your final wishes, it would be admitted to probate, and the court would supervise while the executor is administering the estate. This court will also preside over intestacy matters. When a person dies without a will or a trust, the estate has to be sorted out somehow, and […]
The Twilight Years Can Derail Your Legacy Plan
When you are entering into your active retirement years, you are embarking on a stage of life that can be very rewarding on several levels. If you are so inclined, you get to cross things off your bucket list, enjoy leisure activities, and spend quality time with your family and friends. You also have the […]
Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the slighted beneficiaries. These questions usually revolve around methods to have the plan overturned. Most states give clients tools to protect their carefully crafted plans, even after their death.
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring the plan the way that they have. Sometimes, other factors are at play and the plan doesn’t represent the testator’s true wishes, but rather, another individual’s testamentary desire. That’s undue influence and there are ways to guard against it.