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Feb 21, 20242 min read
Navigate the Month of Love with Financial Finesse
Connecting Medicaid Planning to matters of the heart may seem unconventional, but the law is surprisingly sympathetic to your primary...
Jan 30, 20242 min read
Understanding Social Security Benefits
Living has its benefits. Stay alive long enough and the government pays you back some of the money you loaned it during your working...
Jan 8, 20242 min read
Reevaluate Your Estate Plan in 2024
I owe a big-time apology to the officials of Ellis Island. In all of our lives, there are little myths that masquerade as facts: Names –...
Dec 26, 20233 min read
If a Loved One Dies Without a Will
“I am not ready yet!” A Will is a very important document and the process should not be hurried. If the client wants to wait to make a...
Dec 12, 20232 min read
I’ll Be Home for Christmas
Part of an elder law attorney’s job is to turn festive and fun holidays into opportunities for serious, analytical reflection. Christmas...
Nov 28, 20232 min read
Estate Planning Talk at the Thanksgiving Table
Is there anything more heartwarming than the tradition of a turkey being pardoned by the president before Thanksgiving? Of course not....
Nov 7, 20233 min read
Estate Planning for Baby Boomers
Boomers do this and Millennials do that. Gen X, who knows? Ascribing personality traits to an entire generation has become a parlor game...
Sep 26, 20233 min read
Scary Estate Planning Mistakes
The arrival of fall is a special time for people who love to be scared. Haunted hayrides, fright nights and jack-o-lanterns aplenty...
Sep 13, 20233 min read
Estate Plans for Young Adults
As a professional, I rely on “scientific method” for determining societal views on aging. In common parlance, my “scientific method” is...
Aug 28, 20232 min read
Do College Students Need an Estate Plan?
Which of these three sentences is true? My pet octopus likes to be walked three times a day. An 18-year-old is an adult. Hudson Valley...
Aug 18, 20233 min read
Probate: Basics of the Process
You were warned. Lawyers, accountants, bankers, financial advisors, neighbors and Cousin Bernie all warned you. It has to be avoided. Not...
Aug 1, 20232 min read
Retirement Planning in New York
Sitting in his cushiony, beige rock-and-swivel easy chair, my dad proudly proclaimed his plan for the future: “Alan, only 3,600 days...
Jul 21, 20232 min read
What to Do When Your Spouse Dies
An estate and elder care attorney’s mission is to introduce practicality into one of life’s elemental tragedies. Losing a life-long...
Jul 4, 20232 min read
Plan for Your Child With Special Needs
We worry. It is not just the doctor visits, the drumbeat of tests and follow-ups. It is the future. How will my child manage? What kind...
May 25, 20232 min read
Hire an Elder Law Attorney for Your Medicaid Application
Although the context is slightly different, in my best Liam Neeson voice I want to call attention to elder law attorneys’ “very...
May 13, 20232 min read
Elder Abuse: Be Part of the Solution
When an aging adult finds it difficult to perform basic tasks, a caregiver may be needed. Caregivers, whether they are family members,...
May 13, 20232 min read
Having the Right POA When Applying for Medicaid
“I can just download one off the internet,” is a phrase every eldercare and estate planning attorney has heard at one time or another. It...
May 13, 20232 min read
Your Estate Plan After Divorce
My father and grandfather were a study in contrasts. Harry, my dad’s dad, regularly drew the ire of my grandmother for a variety of...
May 13, 20233 min read
What Does a Successor Trustee Do?
Congratulations. Today, you found out that someone very close chose you as their successor trustee. You are not surprised one bit. You...
May 13, 20232 min read
Is Your Estate Plan Like an Easter Egg Hunt?
My parents had a knack for planning fun outings. Who could forget that April afternoon in 1980 when I accompanied them to three banks to...
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