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What is Asset Protection Planning?
People talk about “asset protection planning”. But what is it? And who should be doing it? Asset protection planning focuses on protecting your money from the high costs of long-term […]
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Protecting Assets in a Crisis With Promissory Note Planning
Federal laws passed in 2005 severely restricted Medicaid asset protection planning. The law was aimed at eliminating the transfer of asset strategies at the so-called “crisis” phase, that is, last-minute […]
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Children with Special Needs: Decision Making Options as Your Child Nears Age 18
Privacy laws were enacted so that when a child turns 18, his or her parents are no longer able to make medical or financial decisions for them because that child […]
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What is a No Contest Clause in a Will?
Sue and John have three children. Although once a close family, they have been estranged from their son, Tim, for the past ten years because of a deteriorating relationship with […]
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Three Ways to Protect Your Family Home on Long Island
Many families are concerned about losing their homes to the high cost of health care, and rightfully so. How can you protect your home? There are many ways, each of which […]
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A Guide to Pooled Income-Only Trusts
Medicaid recipients are required to contribute their “surplus” monthly income to their care provider before they can receive benefits. Specifically, an individual is only entitled to keep a maximum income […]
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How to Keep Your Estate Plan Current
When and how often do you need to review and update your estate plan? The answer will vary from person to person, family to family, but a number of factors […]
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New Retirement Plan Laws: What You Need to Know
In late December, the SECURE 2.0 Act was signed into law which continues the overhaul of the nation’s retirement system that began in 2019. There are several notable provisions which […]
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Top 6 Tips for Maintaining Your Independence
February is Senior Independence Month. We all want to remain independent, stay in our homes, and age in place as long as possible. Here are some tips to help older […]
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The King’s Daughter’s Codicil
We often hear stories of celebrities with millions of dollars passing away without a Will, like Michael Jackson, Pablo Picasso, Prince, Aretha Franklin, and Aaron Carter, to name a few. […]
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