What Does It Mean to Be an Executor, Trustee, or Agent?
Agents, Executors, Trustees — Explained Simply
When planning your estate, one of the most important choices you’ll make is who to appoint in key fiduciary roles. These people will make financial, medical, legal, and end-of-life decisions for you and your family — so it’s essential to understand what each...
What Does It Mean to Be an Executor, Trustee, or Agent? Continue reading…
Why Small Transfers Can Create Big Medicaid Problems
Transferring assets can have severe consequences for Medicaid eligibility in New York, especially when applicants are planning for nursing home care. Below is a comprehensive, expert-level guide about uncompensated transfers, providing practical options, tips for trust management, and current updates on home care Medicaid look-back requirements.
What Is an...
Why Small Transfers Can Create Big Medicaid Problems Continue reading…
Relying on AI for Drafting Your Estate Documents?
You don’t want just simple Documents which look “good” – You want a Plan!
Using AI for estate planning might sound easy, but shortcuts can cost your family big. AI is only as good as the info it gets—miss one detail and your plan falls apart. Want someone to...
Relying on AI for Drafting Your Estate Documents? Continue reading…
Why Your Estate Planning Attorney Needs to Know About Mental Health Challenges in Your Family
When you sit down for an estate planning consultation, you’re making one of the most important arrangements for your family’s future. You might feel concerned—or even embarrassed—about discussing sensitive issues such as mental health challenges, addiction, or other personal struggles affecting you, your children, or your extended relatives. But here’s why complete...
Why Your Estate Planning Attorney Needs to Know About Mental Health Challenges in Your Family Continue reading…
Mental Illness or Misbehavior? Why the Distinction Matters for Parents
Compassionate Legal Planning for a Child’s Future
How to Tell the Difference: Mental Illness vs. Behavioral Problems
When a child exhibits concerning behaviors—such as mood swings, outbursts, or poor judgment—parents face a daunting question: Is this simply misbehavior, or a sign of...
Mental Illness or Misbehavior? Why the Distinction Matters for Parents Continue reading…
Special Needs Trusts in New York: 1st-Party vs. 3rd-Party SNTs
Understanding Special Needs Trusts
When planning for a child with a disability in New York, selecting the right type of Special Needs Trust (SNT) is crucial. The correct trust preserves eligibility for essential benefits like Medicaid and SSI, while allowing your child to receive financial support and...
Special Needs Trusts in New York: 1st-Party vs. 3rd-Party SNTs Continue reading…
Special Needs Trusts vs. ABLE Accounts: Which One Is Right for Your Family?
Planning for a loved one with a disability means finding ways to provide financial support while protecting access to government benefits. The right approach allows them to maintain independence and security without jeopardizing programs like Medicaid or Supplemental Security Income (SSI). Some families choose to set aside funds through a special needs...
Special Needs Trusts vs. ABLE Accounts: Which One Is Right for Your Family? Continue reading…
Will vs. Trust: What Is the Best Option for Protecting Your Estate?
Planning for the future means making sure your assets go to the right people without unnecessary complications. A clear estate plan helps prevent confusion and ensures your wishes are carried out. Many people assume a will is enough, while others prefer a trust for added protection. Each option offers different benefits, and...
Will vs. Trust: What Is the Best Option for Protecting Your Estate? Continue reading…
Why You Need an Elder Law Attorney in New York: 10 Crucial Reasons
As our population ages, the need for specialized legal assistance becomes increasingly apparent. In New York, where the cost of care and complex laws can be overwhelming, an elder law attorney can be an invaluable asset. Here are ten compelling reasons why you or your loved ones might need an elder law...
Why You Need an Elder Law Attorney in New York: 10 Crucial Reasons Continue reading…
Your Right to an Elective Share: A Guide for Disinherited Spouses in New York
In New York State, if a surviving spouse is "disinherited" (i.e., not provided for in a decedent’s will), they have the option to claim an elective share of the decedent's estate. This legal right allows a spouse to receive a portion of the estate, even if the decedent's will does not provide for them....
Your Right to an Elective Share: A Guide for Disinherited Spouses in New York Continue reading…