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When Should You Update Your Estate Plan?
Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events.
read moreThe Basics of Estate Administration
Estate administration is the process of managing and distributing a person’s property (the “estate”) after death.
read moreCan You Transfer Your Medicare and Medicaid Plans When You Move to Another State?
If you plan to move states, can you take your Medicare or Medicaid plans with you? The answer depends on whether you have original Medicare, Medicare Advantage, or Medicaid.
read moreWhen Planning Your Estate, Don’t Lose Sight of the Bigger Picture
There are many unknowns when planning an estate, but you can’t let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all.
read moreDealing with a Deceased Loved One’s Debt Collectors
The last thing anyone wants after the death of a family member is calls from debt collectors dunning the loved one’s estate.
read moreMay Someone With Dementia Sign a Will?
Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start.
read moreNY Medicaid: Important Update about New Look-back and Transfer Penalty for Community Medicaid
As we mentioned in the May edition of our newsletter, in April 2020, the NY State 2020 Budget Bill instituted a two-and-a-half-year look-back period for eligibility for New York Community Medicaid – i.e., the program which covers long-term home care services. Although...
read moreMake Sure Your Beneficiary Designations Match Your Estate Plan
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan.
read moreHow Your IRA Can Benefit Both Your Heirs and Charity
With the SECURE Act making changes to rules about inherited IRAs, instead of leaving your IRA to your children, you may want to consider leaving it to a charitable remainder unitrust, which can still benefit your children.
read moreTransferring Assets to Qualify for Medicaid
Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences.
read moreBROOKLYN OFFICE
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