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Posts by category
- Category: consumer
- Category: consumer protection
- Category: Elder Law
- Elder Law Answers: Is Long-Term Care Insurance a Good Idea?
- Will Medicare Pay Nursing Home Bills?
- What Is Elder Law?
- Elder Law Alert: Medicare Won’t Cover Long-Term Care
- Elder Law Answers: How Do I Prepare for Incapacity
- Elder Law Answers: Can Medicaid Take Your Home?
- Medicaid Planning Qualifications
- NY Community Medicaid Look Back Is Still on Hold
- Answers to Questions About Social Security, Medicare, and Long-Term Care
- Five Things to Know About Nursing Home Care
- Medicaid Eligibility: What Can a Healthy Spouse Keep?
- Medicaid Planning in NY By the Numbers
- Can Medicaid Take My Home?
- Category: Estate Planning
- Estate Administration: Where Do I Begin?
- Don’t Overlook These Important Estate Plan Details
- What Assets Does a Will Control?
- Health Care Proxy vs. Living Will: What’s the Difference?
- How to Avoid Family Conflict With Your Estate Plan
- Is a Handwritten Will Valid in New York?
- Estate Planning Guardrails: How to Prevent Inheritance Squandering
- Who Inherits If You Die Without a Will in New York?
- What Happens If a Will or Trust Beneficiary Is Deceased?
- Can AI Tools Accurately Create a Legally Binding Will?
- What’s the Value of an Irrevocable Trust?
- Own a Winter Home? Ancillary Probate Is Looming Unless You Take Action
- Top 4 Inheritance Planning Tips for 2026
- Tools in the Kit: Targeted Estate Planning Solutions
- Elder Law News: SSA Releases 2026 Social Security COLA
- IRS Sets $15 Million Estate Tax Exclusion for 2026
- Stop Putting It Off: Start Your Estate Plan in 2026
- Crypto, NFTs, and More: Digital Estate Planning in the Age of Virtual Wealth
- Generational Wealth Transfers: Planning for the Future
- Avoid These Common Estate Planning Mistakes
- Personalized Estate Planning Is Key
- Military Service and Estate Planning: What You Need to Know
- Is There Any Way to Change an Irrevocable Trust?
- Estate Planning for Minor Children: Don’t Take Any Risks
- Taxes on Inheritances: The Good, the Bad, and the Ugly
- Beware of Bad Estate Planning Advice
- What Happens If a Named Beneficiary Dies First?
- Time Doesn’t Stand Still–Estate Planning Is an Ongoing Process
- Inheritance Planning, Remarriage, and the QTIP Trust
- An Incentive Trust Can Set the Proper Course
- Estate Planning for Young Professionals: Your Initial Plan
- What Is the 2025 New York State Estate Tax Exclusion?
- Estate Planning: Use Life Insurance Wisely
- Estate Planning: Seize the Day
- Asset Protection Planning: Take Steps to Preserve Your Legacy
- What Is the 2025 Federal Estate Tax Exclusion?
- The Importance of Proactive Elder Care Planning
- A Living Trust Can Make Probate Unnecessary
- Schedule an Estate Plan Review as 2025 Approaches
- Do You Have Advance Directives for Healthcare?
- Are You Aware of These Living Trust Benefits?
- What Does the Respect for Marriage Act Mean for Estate Planning?
- What Can I Do to Prevent Sibling Disputes Over My Estate?
- Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?
- Are Your Assets Safe?
- Have You Chosen the Right Fiduciaries?
- What Bruce Willis Can Teach Us About Incapacity Planning
- How Tax and Non-Tax Considerations Impact Estate Planning – Part I
- The Joy in Joint Trusts
- Have You Reviewed Your Beneficiary Designations Recently?
- The IRS’ Annual Warning: The 2023 Dirty Dozen
- The Evolution of our Unified Estate and Gift Tax System
- Double Your Gifting with Spousal Gift-Splitting
- The Intersection of Legacy Contacts and Estate Planning
- State Income Taxation of Social Security Benefits
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- The Other Side of the Unauthorized Practice of Law
- Estate Planning Reduces Stress During High Anxiety Times
- Estate Planning for Second Marriages
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- Don’t Omit These Estate Plan Components
- How Estate Planning Documents Help Prevent Elder Abuse
- A Gun Trust Can Facilitate the Safe Transfer of Firearms
- Charitable Planning in Times of Crisis
- Protect Your Beloved Pet in Your Estate Plan
- The Kiddie Tax is No Child’s Game
- Dangers of Do-It-Yourself Estate Planning
- Donor Advised Funds: Too Good to Be True?
- Inheritance Planning Is an Evolving Process
- Message to Millennials: You Need an Estate Plan
- It’s Important to Have a Coordinated Estate Plan
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Avoid These Four Estate Planning Mistakes
- Top Four Reasons to Use a Living Trust
- Use It Before It’s Gone
- Joint Tenancy Problems in Estate Planning
- Special Needs Planning: Beware of Medicaid Estate Recovery
- What Are the Rules for Inherited IRAs?
- Five Estate Planning Myths Debunked
- Administration of a Simple Will Isn’t That Simple
- Does Your Estate Plan Give The Level of Protection You Intend?
- Category: Estate Planning
- Why Standard Estate Plans Fail Blended Families
- What Happens to an LLC When the Owner Dies?
- These Alzheimer’s Stats Underscore the Importance of Incapacity Planning
- Consider a Pet Trust on National Dog Day
- Beware of These Risky Probate Avoidance Solutions
- Changing a Revocable Living Trust: Amendments vs. Restatement
- Can You Create a Trust for Your Dog in New York?
- Digital Estate Planning: Manage Your Online Legacy
- Do I Need a Will or Trust?
- Estate Planning for Minor Children: Take the Right Precautions
- A Give and Take With an Estate Planning Lawyer
- What Is Estate Planning?
- Estate Planning Tips for the Beginner
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II
- How to Make Charitable Gifts in Your Estate Plan
- How Can My Family Avoid an Expensive Fight Over a Will?
- What Does an Executor Do?
- Understanding Medicaid “Spend-Down”
- Can I Appoint Myself Trustee?
- Tips for Choosing Your Living Trust Trustee
- The Importance of Insuring Real Estate
- Own a Vacation Home Out of State? You Need a Living Trust
- Can You Use Lifetime Gift Giving to Avoid Estate Taxes?
- Alzheimer’s Threat Makes Incapacity Planning a Must
- Is a Handwritten Will Valid in New York?
- Debunking Myths About Living Trusts
- Don’t Overlook These Estate Plan Details
- Category: legal education
- Category: Probate
- Category: retirement planning
- Category: Special Needs Planning
- Category: tax
- Category: taxation
- Category: technology
- Category: Trust
- Category: Uncategorized
Workshops
- Estate Planning Workshop | Eatontown, NJ | Sept. 24 | 6PM
- Estate Planning Workshop | Eatontown, NJ | Sept. 24 | 1PM
- Estate Planning Workshop | Eatontown, NJ | Sept. 22 | 6PM
- Estate Planning Workshop | Eatontown, NJ | Sept. 22 | 10AM
- Estate Planning Workshop | Staten Island, NY | Sept. 10