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  • Category: consumer
    • Application of the Updated Life Expectancy Tables
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    • What Everyone Should Know about the New FDIC Regulations
  • Category: Elder Law
    • 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 Planning: What Can a Healthy Spouse Keep?
    • Medicaid Planning in NY By the Numbers
    • Can Medicaid Take My Home?
  • Category: Estate Planning
    • 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
    • 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
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    • Why Is Special Needs Planning Important?
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    • The Way You Title Jointly Owned Property Matters

Workshops

  • Wills, Trusts & Nursing Home Asset Protection
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  • Wills, Trusts & Nursing Home Asset Protection
  • Wills, Trusts & Nursing Home Asset Protection
  • Wills, Trusts & Nursing Home Asset Protection

Newsletter

  • Your Estate Matters Newsletter, Vol. 27.2
  • Your Estate Matters Newsletter, Vol. 26.4
  • Your Estate Matters Newsletter, Vol. 26.3
  • Your Estate Matters Newsletter, Vol. 26.1
  • Your Estate Matters Newsletter, Vol. 25.4

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