The Problems with Probate
May 03, 2017
For most New Yorkers, having a Last Will and Testament is ubiquitous. As one ages, it is not unusual for the topic of a conversation to be whether one has signed their Last Will. The complexity, cost ...
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How to Avoid Five Common Estate and Elder Law Planning Mistakes
Jan 30, 2017
Formulating an estate and long term care plan is an important step towards financial security, and yet many people fail to have even the most basic plan and advanced directives in place -- sometimes f...
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Does a Joint Bank Account Automatically Contain a Right of Survivorship?
May 02, 2016
A joint bank account is a ubiquitous and popular way to own an account with one’s spouse, children, loved ones and friends. If the account is a joint account with rights of survivorship, the account w...
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When is a Crisis a Medicaid Crisis?
Mar 11, 2016
The implementation of a Medicaid crisis plan, when possible, is an extremely valuable tool in helping to prevent the unnecessary dissipation of all of one’s life savings in the event nursing home care...
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Mom and Dad (Grandparents), Can You Please Lend Me Some Money?: The Unintended Consequences.
Feb 10, 2016
At one time or another, the request to borrow money has been made to many parents and grandparents by their adult children, grandchildren and other loved ones. However, in most instances parents and g...
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Revocable Living Trusts: The Facts and Fiction
Jan 28, 2016
Over the last ten to fifteen years much has been written about the Revocable Living Trust (RLT) by estate and financial planners, some of which has been factually accurate and some of which has been p...
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How to Prevent Family Conflicts in the Event of Incapacity
Dec 23, 2015
In today’s litigious society, it has unfortunately become commonplace for siblings, family members and friends to battle for control over the finances and care of their aging parents and loved ones. O...
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The ABCs of SNTs (Special Needs Trusts)
Dec 11, 2015
Millions of baby boomers are coming of age and will soon have a significant impact upon our medical and long-term care infrastructure. Often overlooked, however, is the fact that these baby boomers ar...
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Single Parents: Protect Your Children with a Proper Estate Plan
Dec 07, 2015
While taking the time to formulate an estate plan may seem like a daunting process, particularly for a single parent, doing so will help ensure that your children are provided for according to your wi...
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How To Avoid Four Common Estate and Elder Law Planning Mistakes
Nov 20, 2015
Although formulating an estate and long term care plan is an important step towards financial security, many people fail to have even the most basic plan and advanced directives. Having a basic unders...
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