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Category Archives for News and Events
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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2021 Estate Tax Proposals
New federal tax legislation is on the horizon, with significant changes for estate and gift taxes. President Biden’s “Build Back Better” plan, currently wending its way through Congress, proposes to drastically cut the estate and gift tax exemption and make estate and gift tax planning much more difficult. The estate tax is a one-time tax […]
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The Difference Between Elder Law and Estate Planning Attorneys
As published in the Long Island Press, on longislandpress.com and danspapers.com. Elder Law is a very specific field of law. Almost all Elder Law attorneys practice Estate Planning but most Estate Planning Attorneys DO NOT practice Elder Law. Elder Law and Estate Planning go hand-in-hand. Both are focused on planning ahead and maintaining decision-making and […]
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Senior Dreams Come True™️ Grants Wish for Local Grandmother
Following the death of her daughter, Donna B., a low-income senior citizen, stepped in to care for her grandson despite a serious lack of resources. Recently, her burden was lessened a bit when provided with a brand new, desperately needed refrigerator. Cona Elder Law partnered with the Family Service League to “Adopt a Senior” as […]
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