News & Knowledge
Keeping our clients updated, educated, and informed.
Long-Term Care Can Change Everything. Planning Ahead Can Make All the Difference.
Long-term care can place a significant financial and emotional burden on families. This November, during Long-Term Care Awareness Month, learn how advance planning, Medicaid strategies, and essential legal documents can help protect your assets, preserve your independence, and provide peace of mind for you and your loved ones.
My Children Are Adults. Do I Still Need an Estate Plan?
Having adult children does not mean you have outgrown estate planning. From protecting inheritances and planning for grandchildren to choosing who will manage your affairs and reviewing beneficiary designations, an estate plan should evolve as your family changes.
Five Estate Planning Documents Every New York Adult Should Consider
Estate planning is about more than deciding who inherits your property. Learn about five essential documents every New York adult should consider to protect themselves, their family, and their wishes during life and after death.
You Already Have an Estate Plan. When Was the Last Time You Looked at It?
You already have an estate plan – but does it still reflect your family, finances, and wishes today? Learn why periodically reviewing your Will, Trust, Power of Attorney, Health Care Proxy, Living Will, beneficiary designations, and other planning documents can help ensure your plan still works as intended.
National Estate Planning Awareness Month: Protection, Security, and Peace of Mind™
October is National Estate Planning Awareness Month – a timely reminder to make sure your estate plan protects you, your family, and everything you have worked to build. From Wills and Revocable Living Trusts to incapacity planning, Medicaid planning, and asset protection, thoughtful planning today can provide Protection, Security, and Peace of Mind™ for the future.
Estate Planning for an Ailing Senior
My mom’s health is failing rapidly. What should I do to get ready to handle her decisions in the event she becomes mentally incapacitated?
Issues Facing Clients with Real Estate in More Than One State
If you own real estate in more than one state (New York and Florida, for example) you may need to probate your Will or administer your estates in each state.
What is a Living Trust and Why You Need One
What is a Living Trust? A Living Trust (not to be confused with a Living Will) is an estate planning legal document that is similar to a Will, but accomplishes more than just passing out your assets upon your death.
What to Know Before Adding a Reverse Mortgage to Your Retirement Plan
American Bar Association, Senior Lawyers Division Magazine,
Who Should I Appoint as My Agent for My Power of Attorney?
The agent under your Power of Attorney is a Very Important Person. Their job is to make your financial decisions in the event you are unable to make your own financial decisions because of an incapacity or otherwise. Your agent may be the person who has to pay your bills in the event of your absence or your incapacity,
The Role of Life Insurance in Estate Planning
What role does life insurance play in estate planning?
Life insurance can play a tremendous role in estate planning. For example, life insurance can provide liquidity to pay off the mortgage after the death of one of the spouses. Sometimes called “mortgage insurance”, life insurance can help ensure that the surviving spouse won’t have to deal with the mortgage, or other expenses, following the death of a spouse.
Long-Term Care Insurance and an Effective Elder Care Plan
Long-term care (LTC) insurance is becoming more and more vital to getting quality long-term care for ourselves and our loved ones when it is needed most.
Can I Use an Online Form for Estate Planning?
You could, but you should not.
The problem with online forms, and any other form of online estate planning DIY, is that (a) they are not likely prepared with the review of a qualified estate planning attorney, and (b) they are not likely state-specific.
No Will: The Other Tragedy of Prince's Death
The importance of having a will to ensure you still have full control of all your assets