Making a Gift to Charity Through Your Estate: A Guide for New Yorkers

4 years ago

New York is bustling with current and aspiring philanthropists. Making gifts to charity is your chance to pass on your…

What Does It Mean to Say an Executor or Trustee Is a Fiduciary?

4 years ago

A fiduciary is an entity who has the legal obligation and power to act on behalf of someone else in…

Changes to Power of Attorney Requirements in NY Coming June 2021

4 years ago

New legislation was signed at the end of 2020 that makes it easier for consumers to create and use a…

Yes, as a Married Couple You Need an Estate Plan

4 years ago

Although it is certainly true that in most situations your estate assets will go to a spouse when you pass…

Have a Collection? It Needs an Estate Plan

4 years ago

Do you have a special collection of items important to you? Many people have turned to their hobbies or collections in light…

Major Changes in Medicaid for 2020

5 years ago

New Yorkers looking into Medicaid may be aware of the 60-month (5-year) look-back period imposed on applications seeking coverage for…

The Child Caregiver Exception

5 years ago

Family members that anticipate that a parent may someday need nursing home care should consider long-term care planning and the…

The Durable Power of Attorney: Medicaid Planning Tool

6 years ago

Betty Jones, a 75 year old suffering Alzheimer’s, was recently hospitalized after a fall. She broke her hip and is…

Long Term Care Insurance: A Primer

7 years ago

Long Term Care Insurance is on my Top 5 list of estate planning tools along with a Will or Trust,…