Executor Trustee Guardian
What Does Executor Trustee Guardian Do? What do Executor Trustee Guardian have in common? This is a common question that I get from new parents […]
Executor Trustee Guardian Read More »
Record a Power of Attorney
How to Use and Record a Power of Attorney in Surrogate’s Court Although a fiduciary cannot delegate their duties, and a fiduciary cannot execute a
Record a Power of Attorney Read More »
Probate Assets – What are they?
Probate assets are Assets that do not Pass by Beneficiary Designation or Operation of Law. Consider the following example: Gretta died in February 2019 domiciled
Probate Assets – What are they? Read More »
Do You Need a Pour Over Will?
Do You Need a Pour Over Will? A pour over Will is an important estate planning document. A Last Will and Testament (“Will”) is a
Do You Need a Pour Over Will? Read More »
New York Independent Assessor (NYIA)
What is the New York Independent Assessor (NYIA)? Medicaid is implementing a change in the way assessments are done for community home care benefits. This
New York Independent Assessor (NYIA) Read More »
Medicaid Asset Protection Trust
What is a Medicaid Asset Protection Trust? A Medicaid Asset Protection Trust (MAPT) is a vehicle used to protect an individual’s assets from the excessive
Medicaid Asset Protection Trust Read More »
Estate Planning for Blended Families
Estate planning for blended families is important because of the competing interests between the children from the first marriage and the spouse from the second
Estate Planning for Blended Families Read More »
Meet With an Estate Planning Attorney
Are you preparing to meet with an estate planning attorney? Before you meet with an estate planning attorney for your initial consultation, you should prepare
Meet With an Estate Planning Attorney Read More »
PROBATE ASSETS vs. NONPROBATE ASSETS
People often confuse nonprobate assets and probate assets. They also often confuse taxable vs. non taxable assets. Probate assets are those that do not have
PROBATE ASSETS vs. NONPROBATE ASSETS Read More »
Medicaid Pooled Income Trust
A Medicaid Pooled Income Trust allows an individual to divert their excess income. In order to qualify for Medicaid in New York, an individual must
Medicaid Pooled Income Trust Read More »