When Does a Parent, Loved One, or Friend Need a Guardian for Their Person and Property?

Knowing the signs of diminished capacity can help you safeguard loved ones.

Has the No Lookback for Home Care Medicaid in New York Run its Course?

Examine New York’s proposed end to the “no lookback” rule and what it means for home care eligibility.

Can a Home Subject to a Mortgage Be Transferred to a Trust?

Learn how to move a home with an existing mortgage into a trust without triggering lender penalties.

How Is Inherited Property Taxed?

Understand how inherited assets are taxed — from stepped-up basis to potential estate tax liabilities.

Five Essential Steps to Create a Long-Term Care Plan in Your 30s

Early care planning means options, savings, and peace when life changes unexpectedly.

Home is Where the Heart is: The Medicaid Home Care Alternative

While no one plans to enter a nursing home, preparing for all care scenarios ensures seniors can prioritize aging at home with dignity and independence.

Long Term Care Insurance Is Not the Only Way to Pay for the Cost of Long term Care

Long-term care insurance offers peace of mind but, like auto insurance, may never be used, making hybrid policies with dual benefits an appealing alternative for some.

THE ABC’S of a DNR

Understanding the difference between a Health Care Proxy and a Do Not Resuscitate Order is vital to ensuring your medical and end-of-life wishes are honored.

States Are Actively Asserting Their Medicaid Claims/Liens Against a Decedent’s Estates

Medicaid's estate recovery rules highlight the critical need for proper planning, such as using an Irrevocable Medicaid Asset Protection Trust, to protect one's home and assets.

The Titling of an “In Trust for” Account at a Large Bank May Pose a Challenge

Navigating bank restrictions on account titling and trust requirements can be complex, underscoring the importance of proactive estate planning and clear legal guidance.

Is The Consumer Directed Personal Assistance Program (CDPAP) Right for You

Despite recent scrutiny and instances of fraud within the CDPAP program, it remains a valuable option for seniors seeking trusted, personalized care at home.

The Best Gift You Can Give

Generational gifting not only reduces estate tax liabilities but also strengthens family bonds by providing immediate support to loved ones during your lifetime.

Estate Planning for Digital Assets

In today’s digital world, planning for your digital assets is crucial.

Congratulations, You’ve Signed Your Estate Planning Documents, Now What?

Estate planning doesn’t end with signing documents — reviewing, updating, and properly funding them ensures they truly protect your legacy.

Aging Alone Does Not Need To Be Lonely: Estate Planning Tips For “Solo-Seniors”

"Solo-Seniors" face unique estate planning challenges, but proactive strategies can ensure their wishes are honored and risks like elder abuse are minimized.

Estate Planning for College Students: Why It’s Important and How to Get Started

Preparing a Health Care Proxy and Power of Attorney before heading to college can provide students and their families with peace of mind during this exciting transition.

Sharing is Caring: Pros and Cons of Communicating Your Estate Plan

Involving your children in your estate planning depends on family dynamics, but transparency can foster understanding.

How To Relay Your Medical Preferences In A Health Care Proxy

A Health Care Proxy allows you to appoint someone you trust to make medical decisions on your behalf, ensuring your wishes are respected if you're ever unable to make them yourself.

Is It Too Early for Young Adults to Create an Estate Plan?

Estate planning isn't just for the "old" — young adults can secure their future and protect their loved ones with a solid foundation for the unexpected.

Six Factors to Consider Prior to Commencing a Guardianship Proceeding Under Article 81 of the MHL

Guardianship proceedings are a last resort for protecting those unable to make their own decisions — consider these six key factors before proceeding.

First Steps To Take When A Loved One Passes

Amid the emotional challenges of losing a loved one, understanding the first steps in managing their estate can provide clarity and peace of mind.

Attention Single Parents: Protect Your Children With A Proper Estate Plan

Taking the time to develop an estate plan can ease stress and help ensure that your children are provided for according to your wishes.

Being Proactive in Retirement

While being proactive is a great idea during any stage in life, the failure to do so when one has reached retirement age can be quite expensive.

Why Regular Reporting by the Agent Under a Power of Attorney Is the Best Practice

Understanding the legal framework and responsibilities for POA agents

Have You Kept Your Loved Ones in the Dark?

As one ages, keeping secrets from family may result in the family’s inability to take the necessary steps to protect their loved one’s estate from estate taxes and the cost of long-term care.

The Importance Of A Third Party SNT For A Disabled Loved One

When considering an SNT for a loved one, it is important to thoroughly review the present and potential future needs of the disabled beneficiary

Issues Small Business Owners Need to Address When Implementing an Estate Plan

Why estate planning is essential for small business owners – and how to get started

What Is a QPRT and How Can I Utilize It to My Advantage?

QPRT’s can be an ideal planning tool for second/vacation homes that one expects will remain in the family for generations

How Can I Protect My Home with Minimal Impact on My Life?

How Can I Protect My Home with Minimal Impact on My Life?

Making Sense of the 2022 Changes to the Medicaid Home Care Program

Making Sense of the 2022 Changes to the Medicaid Home Care Program

Can New Yorkers Afford Medicaid Home Care & Nursing Home For All?

Can New Yorkers Afford Medicaid Home Care & Nursing Home For All?

The “Last Call” for Medicaid Homecare Without a Look-Back Period for Transfers Has Perhaps Arrived

The “Last Call” for Medicaid Homecare Without a Look-Back Period for Transfers Has Perhaps Arrived

Factors that Help Determine Whether a Senior Is a Victim of Elder Abuse

Factors that Help Determine Whether a Senior Is a Victim of Elder Abuse

The Decision to Transfer One’s Residence to Loved Ones or a Trust Requires Consideration of Many Factors

The Decision to Transfer One’s Residence to Loved Ones or a Trust Requires Consideration of Many Factors

The Consequences of Being in Denial About a Loved One’s Deteriorating Condition

The Consequences of Being in Denial About a Loved One’s Deteriorating Condition

Time to Re-focus on Protecting One’s Home From the Cost of Long Term Care

Time to Re-focus on Protecting One’s Home From the Cost of Long Term Care

Is This an Opportune Time to Gift Your Commercial Real Estate Holdings for Estate and Gift Tax Planning Purposes?

Is This an Opportune Time to Gift Your Commercial Real Estate Holdings for Estate and Gift Tax Planning Purposes?

Seniors and the Disabled Get a Needed Reprieve from the Imposition of the new Penalty and Lookback Period for Community Medicaid

Seniors and the Disabled Get a Needed Reprieve from the Imposition of the new Penalty and Lookback Period for Community Medicaid

What Impact Will the Pandemic and The Presidential Election Have on Federal and New York Estate Tax Exemptions?

What Impact Will the Pandemic and The Presidential Election Have on Federal and New York Estate Tax Exemptions?

New Medicaid Eligibility Rules Make Asset Protection Planning an Urgent Need!

New Medicaid Eligibility Rules Make Asset Protection Planning an Urgent Need!

What is an “ADL” and Why is it so Important to Medicaid Home Care Applicants?

What is an “ADL” and Why is it so Important to Medicaid Home Care Applicants?

Why the Secure Act of 2019 May Not Make You Feel Very Secure

Why the Secure Act of 2019 May Not Make You Feel Very Secure

Can I Still Protect My Assets if I Need Long Term Care in the Immediate Future?

Can I Still Protect My Assets if I Need Long Term Care in the Immediate Future?

Four Easy to Keep New Year’s Resolutions

Four Easy to Keep New Year’s Resolutions

Should a Third Party Special Needs Trust Be Revocable or Irrevocable?

Should a Third Party Special Needs Trust Be Revocable or Irrevocable?

When am I Going Home?

When am I Going Home?

Four New Year’s Resolutions You Can Actually Keep

Four New Year’s Resolutions You Can Actually Keep

To Gift or Not to Gift: ’Tis the Question for the Season!

To Gift or Not to Gift: ’Tis the Question for the Season!