The Difference Between a Will and a Living Will
May 12, 2013
In my estate planning practice, as well as during the seminars that I give, I regularly speak to clients who are unsure of the distinction between a Will, also known as a last will and testament, and ...
See Full Guide
Protecting Your Home and Assets From Medicaid
Dec 21, 2012
Protecting Your Home and Assets From Medicaid
I often see clients who are Medicaid recipients and are concerned that Medicaid may try to take their home or other property after their death. It is also ...
See Full Guide
The Power of Attorney
Nov 26, 2012
Planning For Incapacity Part 1: The Power of Attorney
While no one wants to think about it, becoming incapacitated during your lifetime is not an unlikely event. According to the National Association ...
See Full Guide
Do You Qualify for Medicaid In New York?
Aug 20, 2012
When a client asks me if they can qualify for Medicaid in New York, I ask about their assets, income, living situation, and health. Some clients they may be able to qualify rather easily. Others may ne...
See Full Guide
Do You Need A Living Trust?
May 22, 2012
Living trusts are a much talked about topic in the field of estate planning, and for good reason. You may have heard financial planners or attorneys mention these trusts as a must have item in your pl...
See Full Guide
Will Your Life Insurance Payout Be Taxed?
May 22, 2012
Many people automatically assume that the life insurance death benefit they leave over to their loved ones will not be taxed. This common misconception can result in the unnecessary payment of tens or ...
See Full Guide
Three “Must Have” Estate Planning Documents
Apr 10, 2012
In the estate planning world, there is no such thing as a cookie cutter plan for any individual or family. Every situation is unique and needs a plan prepared especially for it. There are, however, a f...
See Full Guide
5 Reasons to Write a Will in New York
Apr 09, 2012
People often ask estate planning attorneyswhy they need to make a will if they aren't "rich"? While each person's situation is unique and there are many reasons why everyone needs to have a will prepar...
See Full Guide