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Category Archives for News and Events
National Healthcare Decisions Day
April 16th is National Healthcare Decisions Day, a day for all of us to take stock and ask ourselves: “Do I have Advance Directives: a Health Care Proxy, Living Will and Power of Attorney? Who will make health care decisions for me if I am unable to? What are my end-of-life wishes and have I […]
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Retirement Savings and Required Minimum Distributions: A Review of the Rules
Retirement savings are critical for all of us but so is following the strict laws and rules when taking distributions. Unfortunately, these rules have been changing practically every year, making what was plain old vanilla annual withdrawals now an adventure not for the faint of heart. So let’s check in and review the current rules […]
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National Healthcare Decisions Day: Do You Have Advance Directives?
As published in the Long Island Press, longislandpress.com, and danspapers.com A person with capacity can communicate their wishes to medical professionals regarding their health care decisions, but what happens if you are unable to do so? A Health Care Proxy and Living Will permit individuals to engage in advance medical care planning and are critical in the event of […]
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Non-probate Assets: Are Your Beneficiary Designations Up to Date?
As published in the Long Island Press, longislandpress.com, and danspapers.com Up-to-date beneficiary designations are an important part of maintaining the health of your overall estate plan. When naming a beneficiary to an account, such as life insurance, retirement plans, annuities, accounts POD (payable on death), or TOD (transfer on death), such assets will pass outside of […]
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Asset Protection Planning: Preserving Your Assets and Protecting Your Family
As Published in Long Island Press, longislandpress.com and danspapers.com If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in short order. Your spouse will be left scraping […]
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Cheryl L. Katz-Erato Selected by State Bar to Chair Important Programs
Cheryl L. Katz-Erato, a Senior Associate at the Melville-based law firm Cona Elder Law, was selected by the New York State Bar Association to educate our attorney colleagues throughout the state of New York. Ms. Katz-Erato served as Chair and speaker at a two-day NYSBA Continuing Legal Education (CLE) program entitled “Probate and Administration of […]
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Estate Tax Planning: Gifting to Heirs
As published in the Long Island Press, on longislandpress.com and danspapers.com As the holiday season is upon us and the tax year is coming to a close, it is a good time to consider making tax-advantaged gifts to your loved ones and heirs. There are many ways to do this, which can fit any budget, […]
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4 Holiday Scams to Look Out for This Season
‘Tis the season of giving, which means it’s time for online shopping, in-store purchases, giveaway contests and charitable donations. Unfortunately, with every credit card swipe, gift card purchase, social media ad clicked or package delivered, there is a chance of a scam or other fraudulent activity. The newest holiday scams on the rise in New […]
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Help NYC’s Homeless: Donate to Cona Elder Law’s Midnight Run Relief Mission
No one chooses to be homeless. All it takes is a serious turn of events in one’s life: losing a job, a death in the family, escaping an abusive home, substance abuse or illness. People tend to stereotype the homeless, but it reality, it can happen to anyone… On January 29, 2022, Cona Elder Law […]
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Holiday Family Gatherings Are A Time to Assess Older Loved Ones
Published in The Long Island Press, on longislandpress.com and danspapers.com. Holiday family gatherings are not just good for catching-up; they are an opportunity to assess your older loved one’s status and needs. Certain clues can reveal a decline in mental or physical abilities. Here are some things to look out for: Physical Appearance and Household […]
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