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Posts by category
- Category: consumer
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- Category: Elder Law
- 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
- 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
- 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: retirement planning
- Category: Special Needs Planning
- Category: tax
- Category: taxation
- Category: technology
- Category: Trust
- Category: Uncategorized
Workshops
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Trustee School Webinar
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- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Test event 2
- Test event
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- SHRED DAY 2023! An Exclusive Event for our Clients
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection
- Wills, Trusts & Nursing Home Asset Protection