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 […]
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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
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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
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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
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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
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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
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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
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Codicil to a Will
Codicil to a Will A Codicil is a supplement to a Last Will and Testament altering its provisions by additions or subtractions, or confirming its
Important Estate Planning Documents
This is a great time to consider the importance of estate planning and estate planning documents. For those of you, who, like me, have been
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NYC Estate Planning Basics
NYC estate planning is more than just writing a Will. NYC estate planning is about avoiding family disputes, maximizing access to government benefits, minimizing taxes
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