Planning for Incapacity or Disability

Why You Need an Attorney No one wants to think about the possibility of becoming incapacitated or disabled. However, it is important to have a plan in place in case this happens. Planning for incapacity or disability involves making decisions about who will make medical and financial decisions on your behalf if you are unable to do so. The Importance …

Elder Law Planning in New York State

Why Hiring an Attorney is Crucial As people age, they often face a host of legal issues that younger individuals do not. In New York State, elder law planning can help seniors protect their assets, ensure their healthcare wishes are respected, and more. But navigating the complex legal landscape of elder law can be daunting without professional guidance. This is …

Understanding Medicaid Planning in New York State

If you or a loved one needs long-term care in New York State, it can be an expensive proposition. However, Medicaid can provide financial assistance to those who qualify. Medicaid is a government program that provides healthcare assistance to low-income individuals and families, as well as people with disabilities. Medicaid planning is the process of structuring your finances to qualify …

Estate Tax Planning in New York State

Unique Challenges Estate tax planning in New York State can be challenging for various reasons. With some of the highest tax rates in the country, it’s essential to have an experienced attorney who can guide you through the process. Here, we’ll discuss some of the difficulties and why you need a lawyer by your side. The Complexity of Estate Tax …

7 Reasons Why You Should Work With an Estate Planning Attorney

Estate planning is an essential step towards securing your future and ensuring your assets are distributed according to your wishes after your death. To create an effective estate plan, it is essential to work with an experienced estate planning attorney .  Here are seven reasons why: 1. Get Expert Guidance: Estate planning can be a complex process, but an estate …

The Benefits of A Trust

Benefits of a legal trust

A living trust is a crucial estate planning tool for any adult, regardless of their income level. A legal trust is a legal entity that can hold assets and distribute them according to the trust’s terms. Trusts are powerful documents that can protect assets, ensure wishes are carried out, avoid probate, and provide peace of mind. In this post, we’ll …

How to Open a Safe Deposit Box After the Death of a Loved One

What do you do when a loved one passes away and you need to open their safe deposit box? Often, a will, burial plot deed, funeral arrangements, or other time sensitive documents are stored inside of the safe deposit box and need to be accessed immediately. While this may seem like a daunting task, New York State has set up …

Estate Planning for Non-Citizen Spouses

Navigating the Tax Landscape Proper estate planning is crucial for all couples to ensure their assets are distributed according to their wishes in the event of an untimely tragedy. Regardless of age, it is essential that married couples consult with an estate planning professional to prepare the necessary legal documentation should the need arise. Typically, when a spouse passes away, …

Securing Your Disabled Child’s Future: 5 Estate Planning & Guardianship Tips for Long-Term Care

Advances in medicine have led to an increase in life expectancy in the United States, which currently stands at 78.7 years according to the Center of Disease Control (CDC). However, these statistics typically represent the “able” and somewhat healthy population. So, what about individuals with disabilities? The Americans With Disabilities Act (ADA) defines a person with a disability as someone …