East Setauket, NY
Estate planning Lawyer at East Setauket, NY
Practice Areas: Estate Planning, Elder Law ... +4 more
Question: I have created a Medicaid Qualifying Irrevocable Trust and I am attempting to transfer my home to my trust. The bank which holds my mortgage has advised that they do not allow transfers to I...
See Full GuideThe first step to answer this question is to review the Power of Attorney document. A Power of Attorney is only as good as the specific powers listed within the document. Additionally, in New York, in...
See Full GuideWe have seen many clients considered, "snowbirds," those who maintain a residence in New York but travel down south during our harsh winters. For our snowbird clients who want to create estate plannin...
See Full GuidePets are dependent on their owners and therefore many feel is it their responsibility to arrange for their costs, comfort, and care when they are no longer able to do so themselves. A pet trust is a l...
See Full GuideYoung adults may have the misconceived notion that estate planning is only necessary for certain people, such as individuals of a high net worth or those who are aging. However, there are certain docu...
See Full GuideQuestion: My parents are in their eighties and live at home together. My mother is in good health; however, I have noticed my father’s health is declining. While my mother is able to assist him in som...
See Full GuideAs a first step it is important to assess your aunt’s mental capacity. Although she requires daily assistance, she may still have the capacity to sign advanced directives such as a Health Care Proxy, ...
See Full GuideRegardless of your age, the creation and maintenance of a thorough Estate Plan is essential. An Estate Plan ensures that your needs, your family’s needs, and financial goals are met during your lifeti...
See Full GuideA Durable Power of Attorney is a document that allows your named agents to make financial decisions on your behalf and assist in taking care of your daily financial obligations. This document will be ...
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