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Posts by category
- Category: Advance Medical Directives
- What Is a Living Will?
- What Is a Living Will?
- Brain Death, Advance Directives, and Medical Choices
- Texas Pregnant Woman Cannot Be Withdrawn From Life-Sustaining Treatment
- The Importance of Estate Planning for Singles
- Estate Planning: Faith Matters
- 3 Facts About New York Health Care Proxies
- Your Will Should Not Include Your Health Care Directives
- What Are the Most Important Estate Planning Documents?
- Why You Need to Name Back Ups in Your Estate Planning Documents
- Why You Must Have a Durable Power of Attorney
- Advance Medical Directives and the Family Health Care Decisions Act
- Advance Medical Directives Glossary
- Why New Yorkers Need a Health Care Proxy
- Category: Alzheimer’s Care
- Category: Asset Protection
- Asset Protection for Small Business Owners
- Protect Your Assets to Preserve Your Legacy
- Can You Establish an Asset Protection Trust?
- A Look at Three Forms of Asset Protection
- Trusts Can Protect Assets in Different Ways
- What Revocable Living Trusts Do — and Don’t Do — To Protect Your Assets
- A Look at Asset Protection Strategies
- Why Do Small Business Owners Need Asset Protection?
- Insurance You Need to Protect Your Assets
- Five Questions to Help You Determine if Your Assets are at Risk
- Can You Protect Your Assets if You’re Leaving Money to Irresponsible Heirs?
- What is an Asset Protection Trust?
- How to Choose the Right Asset Protection Strategies
- Do You Need to Worry About Asset Protection?
- Trusts in Rochester NY: Should Your Estate Plan Include a Trust?
- Three Things You Should Know About Long-term Care Insurance
- For Charitable Giving, the Family Foundation Offers Significant Benefits
- Nursing Home Costs Can Erode a Parent’s Assets
- Protecting Your Elderly Father From Financial Predators
- More Parents Choosing to Spend it While They Have It (Read: You’re not Getting an Inheritance)
- Who Pays for a Deceased Person’s Bills?
- Medicaid Planning Becomes More Difficult As States Impose Stricter Limits
- The Millionaire, The Deadly Car Crash And His Girlfriend/Daughter
- Nebraska Leads Nation In Considering Digital Estate Planning Legislation
- Special Needs Planning: Part I of III
- You May Not Be Able to Afford Long Term Care without Insurance
- Financial Abuse of the Elderly Too Common
- Estate Planning is Not an Unnecessary Expense
- Why You May Need Medicaid Planning
- New York Partnership for Long Term Care
- What is Asset Protection and How Does it Fit into an Estate Plan?
- Category: Attorney
- Category: baby boomers
- Category: Business succession
- Category: business succession planning
- Category: consumer
- Category: consumer protection
- Category: disinherited beneficiary
- Category: Elder Law
- How Can You Avoid Unwanted Medical Care?
- Alzheimer’s Disease: The Inconvenient Truth
- Original Infrastructure Plan Would Boost In-Home Care for Seniors
- Medicaid Planning: What Happens to the Beneficiary’s Income?
- What Is the 2021 New York Medicaid Asset Limit?
- Four Key Facts About Medicaid Planning
- Medicaid Planning: No One Is Immune
- Alzheimer’s Disease and Long-Term Care Planning
- Medicaid Planning: Take Action to Protect Your Legacy
- Modifications and Medicaid Waiver Can Provide a Solution
- Can a Homeowner Qualify for Medicaid?
- Do You Need Long-Term Care Insurance?
- Important Community Medicaid Deadline Is Approaching
- 2020 Rochester Long-Term Care Cost Survey Has Been Released
- Wartime Veteran Pensioners Will Get a Boost
- Medicaid Spouse Allowances Will Be Adjusted
- Be Aware of Elder Financial Abuse Threats
- Are You Eligible for the VA Aid & Attendance Pension?
- When Will I Get Social Security Payments?
- Will You Be Caring for Your Aging Parents?
- Can Medicaid Seize Assets in a Special Needs Trust?
- Medicaid Spouse Allowances Can Provide Relief
- Be Aware of Medicare Gaps
- Medicaid Waiver Can Preserve Resources
- Medicaid Planning and the Five-Year Look Back
- Can Medicaid Seize My Estate?
- Two Elder Law Issues Take Front and Center
- Alzheimer’s Can Have a Financial Impact
- A Look at 2020 New York Medicaid Figures
- Essential Elder Law Information Regarding Social Security
- Question and Answer Session With an Elder Law Attorney
- Five Things You Need to Know About Medicaid Planning
- A Look at Two Pressing Elder Law Matters
- Medicare Coverage Gap Can Decimate Your Legacy
- Veterans Pension Has New Eligibility Parameters
- Prepare for Out of Pocket Medicare Costs
- How Do I Become My Mother’s Guardian?
- 10 Things You May Not Know about Alzheimer’s Disease
- A Special Needs Trust Can Preserve Medicaid Eligibility
- Why Is Medicaid Relevant If I Have Medicare?
- Medicaid Parameters Adjusted for 2019
- Prepare for the Twilight Years
- Elderly Care Provider Receives Grant
- Medicaid Planning and the Rights of the Healthy Spouse
- Report: Rochester Nursing Home Costs Will Rise
- Medicaid Planning: What Can the Healthy Spouse Keep?
- Medicaid Planning: Key Facts & Figures
- Senior Housing Boosts Affordability and Community
- 5 Ways an Elder Law Lawyer Helps New Parents
- Key Factors to Consider About Your Retirement Age
- Stem Cells May be the Key to Staying Strong in Old Age
- Can a Power of Attorney Help with Medicaid Issues?
- Elder Law FAQs: Does the Nursing Home Get Half of My Assets?
- Dreams of the Dying
- Rochester #7 On List of Rapidly Aging Cities
- Free Report: What Questions Should I Ask a New York Elder Law Attorney
- Is There a Medicaid Asset Limit?
- What Questions Should I Ask an Elder Law Attorney?
- What Is the Difference Between Medicare and Medicaid?
- Elder Law Myths to Avoid
- Elder Law in Rochester: Some Common Mistakes
- What to do if Your Holiday Visits Finds Mom and Dad in Need of Help
- 10 Tips for Family Caregivers
- National Caregivers Month Celebrates Millions of Caregivers
- Celebrated Author Victim of Elder Abuse
- The Numbers Behind Elder Abuse
- States Moving Ahead With Life Settlements Laws
- Why People Contact Elder Law Attorneys
- 3 Questions About Registering Your New York Advance Directives
- What is Elder Law? 3 Essential Issues
- Aging Americans Face Increase in Elder Abuse
- If You’re a Senior, You May Be a Targeted by Financial Con Artists
- Living Longer May Cost You Big
- Have a Plan When You Look at Nursing Homes
- More to Worry About in Probate: Post-Death Identity Theft
- More Elderly Facing Debt Problems
- Retirement Home Basics: The 4 Main Types of Elder Care Facilities
- More Elderly Workers in Workforce
- How to Determine if Your Parents Need Elder Care
- States Modernizing Medicaid
- More Governors Open to Medicaid Expansion
- Extended Family Living Continues to Rise
- Talking to Mom and Dad About Estate Planning – 2 Conversation Starters
- Are You a Caregiver or a Caretaker?
- How to Maintain Your Independence as a Senior Citizen
- State Medicaid Expansion Won’t Costs States Too Much
- A Few Common Questions About Life Care Planning
- Governors Pressured to Expand Medicaid
- Questions about Grandparents Serving as Guardians
- Medicaid Spending Increases at Unusual Rate
- The Coming Eldercare Crisis
- Two Frequent Questions about Getting Your Elderly Parent’s Driver’s License Revoked
- Aging Continues to Lead to Growth in Healthcare Jobs
- Four Ways to Prevent Eldercare from Hurting Your Career
- Five Common Elder Law Terms You May Not Know
- 3 Important Elder Care Medical Documents
- Protecting Against Identity Theft – 3 Tips for Seniors
- Changes in Walking Style May Signal Alzheimer’s Disease
- Divorces Double for Seniors
- Senior Debt Load Increasing
- Myths About Medicaid Payments for Long-Term Care
- Study Reveals Concerns About Elder Financial Abuse
- Missouri Lawmakers Approve Elder Law Expansion
- Maryland Adopts New Elder Abuse Prevention Law
- New Jersey May Join Majority of Anti-”Granny Snatching” States
- Learning From Mike Wallace – 3 Incapacity Planning Steps
- Elder Abuse Scams – 3 Red Flags
- Elder Abuse Risks With In-Home Caregivers
- Talking To Aging Parents About Money
- When a Parent Dies And Leaves Behind a Full House – 3 Tips
- Preventing Elder Abuse: 3 Essential Tips
- Is Your Elderly Loved One Okay without Long Term Care?
- Planning for the Costs of Long Term Care
- 4 Tips for a Successful Long Term Care Discussion
- Dealing with Stress as a Long Term Care Caregiver
- Is It Time for Your Loved One to Leave the Nursing Home?
- Is Your Loved One Suffering from Financial Elder Abuse?
- Is an Assisted Living Facility a Good Long Term Care Option?
- Discussing Long Term Care Before a Crisis Occurs
- Will My Loved One Qualify for Medicaid?
- Tips for Finding an Attorney With Experience in Elder Law
- When it is Appropriate to File for Guardianship
- Long-Term Care Costs Raising Eyebrows
- The Federal Government’s Report on Guardianship and Elder Abuse
- Elder Law: Exploring Elder Living Options
- Mickey Rooney Testifies on Elder Abuse
- Nursing Home Law: What are a Patient’s Rights?
- Elder Law: The Signs of Nursing Home Neglect
- What is an Elder Law Attorney?
- Category: Estate Planning
- How Estate Planning for a Family May Trap the Unwary Practitioner
- State Income Taxation of Social Security Benefits
- Understanding Tax Apportionment Clauses
- Estate Planning in Five Easy Steps
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part I
- The Power in Powers of Appointment
- The Toll of Serving as Fiduciary
- Let’s Talk about Trusts…and Taxation
- What Estate of Marion Levine Means for Life Insurance
- Application of the Transfer for Value Rule to the Sale of Life Insurance
- Estate Planning Basics for Young Parents
- Work With Your Spouse to Create an Estate Plan
- The Evolution of our Unified Estate and Gift Tax System
- Your Estate Planning To Do List
- Double Your Gifting with Spousal Gift-Splitting
- The Intersection of Legacy Contacts and Estate Planning
- It’s Better to Give Than to Receive
- Practical Lessons in Drafting
- The Sky Isn’t Falling
- FAQs for People Without an Estate Plan
- Tax Planning for 2022
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
- Are You Too Young for Estate Planning?
- Is it Ever Too Late to Create an Estate Plan?
- It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
- What’s the Problem with DIY Estate Planning?
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- Work With Your Spouse to Create an Estate Plan
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- How Estate Planning Documents Help Prevent Elder Abuse
- Charitable Planning in Times of Crisis
- The Kiddie Tax is No Child’s Game
- FAQs for First Time Estate Planning
- Estate Planning Reduces Stress During High Anxiety Times
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Adapt Your Estate Plan to Suit Individual Heirs
- The Other Side of the Unauthorized Practice of Law
- Three Reasons to Use a Living Trust
- Conservation Easements Can Be a Good Solution
- Has Your Estate Plan Been Updated?
- Changing “Irrevocable” Trusts Through Decanting
- Donor Advised Funds: Too Good to Be True?
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Tax Reporting with Trusts
- Dangers of Do-It-Yourself Estate Planning
- Trust Distribution Standards May Be Very Broad
- When Is a Will the Wrong Choice?
- Taxation of Nongrantor Trusts
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Trust Administration: Legal Assistance Is Invaluable
- Advantages of Using a “Grantor Trust” in Planning
- Revocable Trusts Are Not Always Treated the Same as an Individual
- It’s Important to Have a Coordinated Estate Plan
- Your Estate Plan May Have Missing Parts
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Plan Now for the Incredible Shrinking Exclusion
- ABLE Accounts Complement Special Needs Trusts
- How Is an Estate Settled When There Is a Will?
- Learning and Camaraderie at the Academy Summit
- Why Would I Use a Living Trust?
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- Trust Administration: Where Do You Begin?
- CRT: Best Tool for Proposed Tax Changes?
- Beware of New York Estate Tax Exclusion Cliff
- Trust Administration: Choosing the Right Trustee
- The Role of the Estate Planning Attorney
- Five Steps to Take to Prevent an Estate Contest
- Use It Before It’s Gone
- Answer These Inheritance Planning Questions
- Make No Assumptions About Estate Administration
- Using Disclaimers to Achieve Client Goals
- How to Dispose of “Stuff”
- Pandemic Relief for Employers
- Have You Considered Your Final Arrangements?
- What Can a Special Needs Trusts Provide for the Beneficiary?
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- Five Reasons to Put an Estate Plan in Place
- Why Would Someone Use a Life Estate?
- “Last Will and Testament” Origin
- SSI and SSDI: What Are the Differences?
- Life Insurance Can Be a Useful Part of Your Estate Plan
- 2021 Estate Planning Survey Yields Surprising Results
- Four Things You Should Know About Probate
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- You Need These Estate Planning Documents
- Beneficiary Designations
- Shifting Priorities May Impact Federal Transfer Taxes
- Steer Clear of Risky Inheritance Planning Ideas
- Beneficiary Designations and the SECURE Act Basics
- How Can I Include My Pet in My Estate Plan?
- Beneficiary Designations and the SECURE Act: Prior Designations
- Inheritance Planning With Custodial Accounts
- Starting the New Year Right
- What Is the 2021 New York Estate Tax Exclusion?
- Joint Tenancy Problems in Estate Planning
- Biden Administration Could Reduce Estate Tax Exclusion
- Family Says Retired Zappos CEO Hsieh Died Intestate
- Are Small Estates Subject to Probate?
- Estate Planning Simplified
- Federal Estate Tax Exclusion Will Rise in 2021
- Preparing for the Unexpected…and the Eventual
- Do Beneficiaries Pay Taxes on Living Trust Distributions?
- Is a Will Needed If You Have a Living Trust?
- What the 2020 Election Could Mean for Your Estate Plan
- Schedule an Estate Plan Review in 2021
- A Time for Thanks and Community
- What Is a 529 College Savings Plan?
- Fair Isn’t Always Equal and Vice Versa
- These Errors Can Tarnish Your Legacy
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- COVID Resurgence Serves as Stark Reminder
- Use Thanksgiving Gratitude as a Planning Motivation
- Academy’s Fall Summit Virtually Perfect
- Retirement Planning and Estate Taxes
- Staying Current is Especially Important in the Pandemic
- Planning Is Important
- Put a Personal Stamp on Your Legacy
- Puerto Ricans are Unique, as Is Estate Planning for Them
- Important Facts About the New York Estate Tax
- Inheritance Planning for a Spendthrift Heir
- Chadwick Boseman Demonstrates the Importance of Planning
- Do I Pay Capital Gains Taxes on an Inheritance?
- Generational Wealth is Key to Leveling the Playing Field
- What Is HIPAA?
- Three Targeted Estate Planning Solutions
- Use the Exclusion or Lose It
- Will Your Estate Plan Still Work If You Move?
- Why Do You Need an Estate Planning Attorney?
- Living Trust vs. Living Will: Is There a Difference?
- Planning for Incapacity
- Building Flexibility into Your Plan
- The Basics: Financial Power of Attorney
- Removing Life Insurance from the Taxable Estate
- When Is Probate Necessary?
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- Intestacy Can Yield Negative Consequences
- The Basics: “HIPAA” Powers
- The Basics: Powers of Attorney for Healthcare
- Trustee Selection Considerations
- Avoiding Family Chaos in the Coronavirus Age
- LGBT Estate Planning: Attend to the Details
- Low-Interest Loans: An Estate Planning Technique
- Five Reasons to Schedule an Estate Planning Consultation
- End of Life Eventualities Should Be Addressed
- Irrevocable Medicaid Trusts
- What Are Acceptable Grounds for Will Challenges?
- An Incentive Trust Can Provide a Solution
- Uncompensated Transfers
- Do New Yorkers Pay an Inheritance Tax?
- How to Choose a Trustee
- A Pet Trust Can Make Companionship Possible
- Digital Estate Planning and Cryptocurrency
- Things to Know About Living Trust Administration
- Life Insurance Can Provide Planning Solutions
- Estate Planning: Avoid Coronavirus Procrastination
- Are All Asset Transfers Subject to Probate?
- Planning Technique for People With Special Needs
- Estate Planning for Single Parents
- When Should You Accept Retirement Benefits?
- Best Places to Retire: State Taxation
- Digging Into the Estate Planning Toolkit
- Joint Tenancy Pros and Cons
- Whom Do You Want to Get Your Assets?
- Preparing for Coronavirus
- Estate Planning Basics Explained
- What Is the Purpose of Probate?
- Planning for the Sandwich Generation
- The SECURE Act Can Impact Your Estate Plan
- Beneficiary Designations and Other Non-Probate Transfers
- Estate Tax Exclusion Updates for 2020
- The SECURE Act and What It Means for You
- Kobe Bryant Tragedy Underscores the Importance of Planning
- Cover All Your Bases With a Living Trust
- Estate Planning Conference Discusses SECURE Act and More
- Consider a Life Insurance Trust
- Planning for the SECURE Act
- What Is a QDOT?
- Pet Planning Questions Answered
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- How Will You Age in Place and Be Able to Die at Home?
- What Steps Can I Take to Preserve My Legacy?
- Can You Give Gifts to Avoid Estate Taxes?
- What Qualities Should an Executor Possess?
- Tax Planning for 2020
- Can a Living Trust Be Contested?
- Make Estate Planning Your New Year’s Resolution
- What Are Advance Directives for Health Care?
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- A Conversation With an Estate Planning Lawyer
- Wealthy Families Face Estate Tax Challenges
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- Continuing Legal Education in San Diego
- Consider These Advanced Estate Planning Tools
- The Questions of Estate Planning, Part 4: Where
- The Importance of Incapacity Planning
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- Five Reasons to Consult With an Estate Planning Attorney
- Legacy Planning: How Will You Be Remembered?
- The Questions of Estate Planning, Part I: Who
- Your Estate May Be In Jeopardy
- Inheritance Planning: Consider the Recipients
- Living Trust Questions Answered
- What Does a Probate Court Do?
- A QTIP Trust Can Provide Protection
- Make Your Own Plan
- Is Joint Tenancy a Good Estate Planning Solution?
- Planning for the Unexpected
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Planning for Education Expenses
- How Much is Too Much?
- Planning for Special Needs Children
- Disinheritance
- Your Planning Can Help Your Loved Ones
- The Importance of Communicating Your Plans
- How Can I Protect My Non-Citizen Spouse in My Estate Plan?
- Planning for Step-Children
- Tom Petty’s Family Members Battle Over His Estate
- Clarity is Key to Planning
- Consequences of Modifying an Irrevocable Trust
- Why Crowdfunding May Cost You Medicaid Eligibility
- Does Your Estate Have Sufficient Liquidity?
- Many Reasons to Plan
- Staying Current on Estate Planning
- Don’t Risk Your Estate Plan by Using DIY Documents
- What is a GST Trust?
- Kiddie Tax is Worse Than Ever
- New Tax Proposal re: Retirement Savings
- Trust Protectors Add Flexibility
- Modifying an Irrevocable Trust
- Making Trusts More Flexible
- When and Where You Die Matters
- Planning is Critical
- ABLE Accounts
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- What Are 529 Plans and What Are Their Advantages?
- Have You Heard of These Trusts?
- New Tax Proposals
- What are UGMA and UTMA Accounts?
- State Income Taxation of Nongrantor Trusts
- Gift Giving and Taxation
- State Income Taxation
- One Will May Not Be Enough
- Living Trusts for Married Couples
- Estate Planning Tips for Rochester Seniors
- Living Trusts Provide Flexibility
- Important Estate Planning Questions Answered
- A Look at Common Estate Planning Documents
- Estate Planning Is an Ongoing Process
- Inheritance Planning: A Responsibility to Your Loved Ones
- Things to Consider When You Are Planning Your Estate
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- Prevent Estate Disputes Among Siblings
- Grantor Trusts Provide Flexibility and Ease
- An Overview of the Trust Administration Process
- Selecting an Agent
- Last Will vs. Living Trust: Weighing the Differences
- Turning the Page on 2018 and Looking Forward to 2019
- Why Would I Use an Irrevocable Trust?
- Explore Estate Planning Options
- The Anatomy of an Estate Plan
- Is an Inherited IRA Taxable to the Beneficiary?
- How to Pick a Legal Guardian for Your Kids
- Choice of Trustee Is Key
- A Look at Legacy Planning
- Naming a Trust as Beneficiary of an IRA
- Why Do I Need an Estate Planning Lawyer?
- Q & A Session With a Rochester Estate Planning Lawyer
- How Rochester Revocable Trusts Help Protect Privacy
- Estate Planning Is a Must for All Responsible Adults
- Living Trusts Provide Many Benefits
- Why Even Young People Need Help from Pittsford Estate Planning Lawyers
- Planning for the Unexpected
- Planning for the International Client
- What’s a 529 Plan and What Are the Benefits to Using One?
- Planning for Lottery Winners, Part 2 of 2
- Trusts for Privacy
- Planning for Lottery Winners, Part 1 of 2
- What Special Legal Issues Do You Face with a Large Estate?
- Estate Planning Advice for Grandparents
- Estate Planning: It’s Not Just About the Estate Taxes
- You Never Know: Planning for the Unexpected
- Do You Need Life Insurance?
- Planning for Frequent Flyer Miles
- Incapacity Planning
- Retirement: It’s not Just About the Money
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- Income Tax Basis in Estate Planning – Part 2
- How Are You Planning for Long-Term Care (LTC) Expenses?
- Treasury Releases New Inflation Adjustment
- What Executors Need to Know About Managing Estate Assets
- Basis is Important in Estate Planning
- Estate Planning: The Simplest Plan is Usually Not the Best
- How to Make a Plan to Protect Your Pets
- Estate Planning: Simple is not Always Better
- Retirement is Complicated
- Age-Related Retirement Milestones
- Planning for Retirement Plans and IRAs: Asset Protection
- Planning for Retirement Plans and IRAs: Beneficiary Designation
- Sager Family Shows Perils of Blended Families
- New Tax Law May Affect State Income Tax, Too!
- Donor Advised Funds: IRS Issues New Ruling
- Would You Prefer a Charitable Deduction This Year?
- No Charitable Deduction in 2018?
- Who Should Talk to Estate Planning Attorneys?
- A Special Option for Special Kids
- Basics of Estate Planning: Powers of Appointment – Part 2
- How to Make an Estate Plan That Takes Your Family’s Needs Into Account
- Basics of Estate Planning: Powers of Appointment – Part 1
- Basics of Estate Planning: IRAs
- Basics of Estate Planning: Privacy and Estate Planning
- Who Should Talk to Estate Planning Attorneys?
- Basics of Estate Planning: Portability vs. Credit Shelter Trust
- Basics of Estate Planning: Portability
- How Tax Reform Could Impact Various Families
- Basics of Estate Planning: Lack of Coordination
- Basics of Estate Planning: Getting the Most out of Charitable Gifts
- Law in the U.S. can be Participatory
- Basics of Estate Planning: Two Common Mistakes with Trusts
- QDRO: Not Just for Divorce Anymore
- Tax Reform and the Estate Tax
- What if I Don’t Want to be the Executor of Estate?
- List of Executor Duties
- Preparing to Meet with a NY Estate Lawyer
- What Is a Family Wealth Trust?
- How Do I Fund My Revocable Living Trust?
- Free Report: What Is an Irrevocable Trust in New York?
- What Is Included in My Estate Plan?
- What Are the Gift Tax Exclusions?
- Free Report: What is Estate Planning in New York
- What Is the Estate Tax Marital Deduction?
- Do I Pay Taxes When Someone Leaves Me Money?
- Will My Heirs Be Forced to Pay an Inheritance Tax?
- Why Would I Want a Revocable Living Trust?
- What is Estate Planning?
- What Is a Payable on Death Account?
- What Is a Family Limited Partnership?
- What Are the Drawbacks of Probate?
- Should I Create a Joint Tenancy With My Child?
- 5 Essential Estate Planning Rules
- What You Should Know About Rochester Estate Planning and the Statute of Limitations
- What Is the Annual Gift Tax Exclusion?
- Four Key Pieces of Every Estate Plan in Rochester
- Florida Woman’s DIY Will Proves Problematic
- Revocable Living Trusts: Practical Concerns
- Estate Planning in Rochester: Do-It-Yourself Plan Can Cost You – Part 1 of 2
- Free Report:New York Intestacy
- Estate Planning in Rochester: Do-It-Yourself Plan Can Cost You – Part 2 of 2
- How Much Can You Transfer Estate Tax Free?
- What Is Estate Planning?
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- Preventing Estate Litigation Problems
- The Hardest Conversation to Have
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- Why Estate Tax Portability is Important
- Why Estate Planning Attorneys Love Their Jobs
- 3 Common Living Trust Myths
- The Law Office of Michael Robinson held a Team Retreat yesterday
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- FDIC Advises Elderly to Protect Themselves From Scams
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- When Parents Resist Estate Planning
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- Why Estate Planning Mistakes Can Plague Everyone, Even the Famous
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- The Orphaned Estate of Roman Blum
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- Life Insurance and Estate Planning
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- Want to Be Remembered? Perhaps Burying Treasure is the Way
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- Two Questions about Spiritual Estate Planning
- Inheritance Laws as Old as Human Civilization
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- FAQ about a Notice to File Claims in Probate
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- Three Harmful Estate Planning Myths
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- Why You Need to Consider Your Estate Plan When You Become Pregnant
- How to Prepare Your Estate For Your Executor
- Asking and Answering the Tough Estate Planning Questions
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- Financial Questions When Diagnosed With a Terminal Illness
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- Celebrity Disinheritances
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- Your Digital Life Part 2 – Digital Estate Planning For Younger People
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- 3 Estate Planning Steps to Take in 2012
- New York’s Laws on Executors: Part 3 of 3
- New York’s Laws on Executors: Part 2 of 3
- Former Stray Turned Millionaire Thanks To Wealthy Owner
- New York’s Laws on Executors: Part 1 of 3
- Post-Divorce Estate Planning: Part 3 of 3
- Post-Divorce Estate Planning: Part 2 of 3
- Post-Divorce Estate Planning: Part 1 of 3
- Special Needs Planning: Part III of III
- Special Needs Planning: Part II of III
- Types of Joint Property
- New York’s Simple Probate Procedures
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- Remember These Estate Planning Do’s and Don’ts (Part 2 of 2)
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- 4 Estate Planning Musts for Blended Families
- Where to Turn if you Have Questions Regarding an Inheritance
- Pet Planning Is Often Overlooked
- Unified Gift/Estate Tax & Your Estate Plan
- QPRT Can Provide Solution
- Basic Estate Planning Primer
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- Legacy Wealth Planning Workshops
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- 6 Estate Planning Documents and How They Help You (part 2 of 3)
- 6 Estate Planning Documents and How They Help You (part 1 of 3)
- Disagreements Over Final Arrangements
- When Probate is a Benefit
- Should You Agree to be a Trustee?
- Should You Amend Your Will
- Telling Someone About Your Estate Plan
- Small Business Succession Planning
- Estate Planning Is Not Just For Seniors
- QPRT Can Provide Estate Tax Efficiency
- Reminder: Estate Tax Changes Not Permanent
- A Look At Donor Advised Funds
- Estate Planning & Finer Details Of Tax Act
- Elder Law Attorneys
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- Estate Planning: Defining a Life Estate
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- Three Steps to Protect Your Loved One
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- What do you Need to Know About Receiving an Inheritance?
- Four Types of Fiduciaries in Estate Planning
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- Five Things You Should Know About Estate Planning
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- Joint Tenancy and How it Relates to Estate Planning
- 529 Plans – Gifts with a Goal
- Senior Citizen Resources
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- Joint Tenancy and Your Will
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- Welcome to the Blog of The Law Office of Michael Robinson, P.C.
- Category: Estate Planning
- What Makes a Will or Trust Invalid
- How Do I Trust Thee…Part II
- Do You Have to Accept an Inheritance?
- The Importance of Insuring Real Estate
- Shrunken Asset Values Open Estate Planning Opportunities
- Real Estate Boom Could Create Estate Tax Headaches
- Tax Proposals Could Alter Estate Planning Landscape
- Learning and Camaraderie at the Academy Summit
- Is There an Inheritance Tax and an Estate Tax?
- Living Trust vs. Testamentary Trust: What’s the Difference?
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- It’s Better to Give, Especially This Year
- Don’t Overlook These Estate Plan Details
- What Is Probate and Why Do People Avoid It?
- Can You Give Gifts to Avoid Estate Taxes?
- Life Insurance for Succession Planning and Inheritance Balancing
- What Is the Purpose of Probate?
- Income Tax Basis
- Use Trust Protectors for Added Protection and Flexibility
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- Which Type of Life Insurance Is Right for Me?
- The Little Things May be the Most Important
- What Is the New York Estate Tax Cliff?
- SALT Deduction Limit…Can You Get Around It?
- Tax Tips after New Year
- Domestic Asset Protection Trusts
- Category: Estate Taxes
- Category: Financial Planning
- For Boomers, Retirement Statistics May Come as a Surprise
- Retiring Boomers Selling Businesses
- Nursing Home Expenses Can Eat Away at Savings
- Baby Boomer Health a Growing Problem
- Work-Related Retirement Considerations for LGBTQ Couples
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- Veteran’s Aid and Assistance Pension Benefits FAQ
- Emergency Room Visits Higher For Medicaid Patients
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- 3 Financial Traps That Retirees Can Avoid
- “Waiters” And The Reality of Inheritance Planning
- Avoid Predatory Living Trust Scams
- Does a Reverse Mortgage Impact Your Estate Plan?
- Helping Your Parents with Their Finances
- Benefits for Disabled Veterans
- Category: General
- Is Probate Necessary If You Have a Will?
- Is a Family Limited Partnership Right for My Business?
- How Can the Funeral Rule Protect Me?
- Estate Tax Exclusions Adjusted for 2019
- How Much Do Seniors Need to Have Saved for Healthcare?
- ROCHESTER ESTATE PLANNING ATTORNEYS ATTEND EXCLUSIVE CONFERENCE
- Why New Parents Should Talk to an Elder Law Attorney
- Happy Mardi Gras!
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- NFL Super Bowl XLVIII
- Happy Groundhog Day!
- Chinese New Year 2014 – Year of the Horse
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- Merry Christmas!
- Mandi’s Favorite Holiday Tradition
- Happy Birthday Kelly!
- On this day in history…
- Happy Boss’s Day!
- Happy First Day of Summer!
- Congratulations to Danielle Lenhard!
- Happy Birthday Mike Robinson!
- Giving Your Support to Hurricane Victims
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- The Heiress’s Estate Sale – Glittering Reminders of the Gilded Age
- The New York Times article: Wealth Matters: Making Plans for Prized Collections, Heartstrings Included
- TWO TRUSTS TO CONSIDER
- 13 Reasons You Need an Estate Plan
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- 6 Estate Planning Documents and How They Help You (part 3 of 3)
- Category: GPOA
- Category: Health
- Category: Holiday
- Category: in terrorem clause
- Category: Incapacity Planning
- Inconvenient Truths Make Incapacity Planning a Must
- Young Adults Should Have Advance Directives
- What Are Advance Directives for Health?
- Who Decides If Someone Is Incapacitated?
- Consider the Importance of Incapacity Planning
- Pros and Cons of Guardianship
- What Are the Disadvantages of a Power of Attorney?
- What’s the Difference Between a Guardianship and a Power of Attorney?
- Why Would a Supplemental Needs Trust Be Used?
- Should I Have a Durable Power of Attorney?
- Making an Estate Plan in the Face of Alzheimer’s Disease
- Who Needs to Worry About Incapacity Planning?
- Family Benefits of Incapacity Planning
- Incapacity Planning in Rochester and the Finger Lakes Tip Sheet
- So You’ve Decided to Change Your Advance Directives
- Power of Attorney a Vital Piece of Every Incapacity Plan
- Dementia Can Strike Younger People as Well
- Multiple POA Agents and Co-Agents: 3 Questions
- Your Living Trust and Your Incapacity
- Doctors More Than Three Times as Likely to Have Living Wills
- The DNR Tattoo: Should You Ink Up?
- Name Contingent Trusted Helpers in Your Estate Planning Documents
- Don’t Ignore Your Need for Incapacity Planning
- The FAQs of POAs
- Incapacity Planning Is Key
- Long Term Care Assistance For Veterans
- Veterans’ Aid and Attendance Benefits
- Defining and Avoiding Conservatorship
- Home Care Services for Senior Citizens
- The Difference Between Nursing Homes and Skilled Nursing Facilities
- Deciding on a Long-Term Care Facility
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- Category: income tax
- Category: inheritance planning
- Category: Insurance
- Critical Injury Insurance Questions
- You Need Umbrella Liability Insurance
- Estate Planning and Life Insurance: Three Drawbacks to Whole Life Policies
- Naming Children as Life Insurance Beneficiaries
- Life Insurance Proceeds: Your Loss is New York’s Gain
- Five Ways to Use Life Insurance in an Estate Plan
- Five Facts You May Not Know About Life Insurance
- What is a Life Insurance Trust?
- How A Health Savings Account Works
- Category: intestacy in new york
- Category: legacy planning
- Category: Legal Education
- Category: Life Insurance
- Category: Living Trusts
- Category: Long-Term Care
- Category: LPOA
- Category: Medicaid
- Common Mistakes in Medicaid Planning
- Medicaid Laws Are Changing October 1 – And It’s Not Good!
- The Medicaid “Look-Back” Period Explained
- How Bath Medicaid Planning Helps Parents of Disabled Children
- Medicaid Planning Mistakes You Must Avoid
- Can Medicaid Take Your Home After Death?
- Can You Give Away Your Wealth to Get Medicaid?
- What Does Skilled Nursing Care Mean and Why Does it Matter?
- How Does Medicare’s Two Midnight Rule Affect Nursing Home Care Coverage?
- Key Reasons Not to Wait to Make a Medicaid Plan
- What Do I Need to Apply for Medicaid?
- What Counts as Resources When Considering Requirements for Medicaid?
- Income Levels and Medicaid Qualifications
- How Do I Find Out if I Can Get Medicaid?
- Can Someone on Disability Get Medicaid?
- Why You Need a Medicaid Planning Attorney
- Many Don’t Know About Changes in Health Care Laws
- Is Medicaid Just as Good as Private Insurance?
- Avoiding Medicaid and Medicare Fraud
- No Medicaid Expansion Might Translate to Higher Premiums for Some
- States Make Billions in Medicaid Fraud Settlements
- Medicaid Expansion Leads to Fewer Deaths
- Supreme Court Limits Health Care Law’s Medicaid Punishment Provisions
- Medicaid Expansion Means More Healthcare Options For Many
- State Employee Steals Patient Medicaid Data in South Carolina
- Obesity Rise = Rise in Medicaid Expenditures
- Medicaid Hack Reveals Sensitive Information
- Supreme Court Medicaid Decision May Be Far Reaching
- Medicaid Eligibility and Federal Tax Programs
- Medicaid Law: What is a Caregiver’s Agreement?
- Handling the High Cost of Healthcare
- Medicaid Law: Paying for In Home Care
- Medicaid Planning and Passing the Eligibility Tests
- Four Things You May Not Know About Medicaid
- The Medicaid Surplus Income Program
- Category: Medicaid Asset Limit in New York
- Category: no contest clause
- Category: Pet Planning
- Category: Power of Attorney
- When Does a Power of Attorney Become Effective?
- Know Your Power of Attorney Myths
- Selecting a Good Agent for Your Power of Attorney
- Understand Power of Attorney in Rochester New York Before You Become an Agent
- Will I Lose My Rights if I Create a Power of Attorney?
- Use Power of Attorney, but Carefully
- Ohio Veteran John Potter Still Facing Eviction
- Category: powers of appointment
- Category: Probate
- Can Probate Be Avoided?
- What Is the Cost of Probate?
- How Can You Avoid Probate?
- Is Avoiding Probate Possible if You Have Assets to Pass On?
- Answers to Three Questions About Probate
- Is Probate Necessary When a Spouse Dies?
- Tasks a New York Probate Attorney Helps With
- What Occurs During Probate if There is No Will?
- Myths About New York Probate Law
- Top Reasons for Avoiding Probate
- Is Every Asset Transfer Subject to the Probate Process?
- What is Probate in New York?
- Is Probate Always Required?
- Avoiding Probate in New York [Infographic]
- What Is Probate?
- Probate is Not as Mysterious as You Might Believe
- Commonly Asked Questions About Probate and the Guardian ad Litem
- Serving as Executor: What You Should Know Before you Accept
- New York Probate Inventory: 3 Questions
- 3 Questions About Living Probate
- Knowing Your Duties as Executor
- Your Probate Estate And Why it Matters
- Common Questions About Small Estate Administration in New York
- Sherman Hemsley’s Will Upheld as Valid by the Court
- Choosing the Right Executor
- What You Need to Know About Will Registries – FAQ
- The Reading of Your Will, and Why it Never Happens
- Probate and Jointly Owned Property – 3 Questions
- Making the Wrong Move as an Executor
- What Property Goes Through Probate?
- Estate Planning and Safety Deposit Boxes
- Estate Privacy and Living Trusts
- Getting Off on the Right Foot as an Executor
- What Brings You to Court? 4 Types of Cases Probate Courts Hear
- Paterno Will to Remain a Secret
- Lawyer Sues Judge Presiding Over the Rosa Parks Estate Battle
- So You Want To Challenge a Will – 3 Requirements
- Astor Estate Saga Comes To An End (Mostly)
- What Happens to My Assets Without a Will?
- Transferring Property Without Probate
- Probate: Did You Know…?
- What Are the Duties of an Executor?
- How NOT to Avoid Probate
- Does Probate Have Advantages?
- Who Pays the Bills When you Die?
- The New York Surrogate’s Court Defined
- The Frequently Asked Questions of Probate
- Category: Probate in New York
- Category: Proper Asset Ownership
- Category: Retirement Planning
- Medicare Eligibility Age May Go Down
- Secure Act 2.0: More Potential IRA Changes
- A Look At 2021 Medicare Cost Increases
- 2021 Social Security Updates Have Been Released
- Social Security Retirement Benefits
- What If I Don’t Qualify For Social Security?
- Will Budget Cuts Impact Social Security?
- Maximizing Your Social Security Benefit
- Retirement Planning: Three 401k Facts
- Seven Estate Planning Tasks for Your IRA
- What Does the Phrase “Tax-Deferred” Mean in Retirement Planning?
- Estate and Retirement Planning for the Small Business Owner
- Roth IRA’s and Estate Planning
- IRAs: Traditional vs. Roth
- Avoiding Costly Retirement Mistakes
- Category: revocable living trust
- Category: Revocable Living Trusts
- Category: Special Needs Planning
- Special Needs Planning: Here’s Why It’s a Must
- Special Needs Planning 101
- Can a Benefit Recipient Fund a Special Needs Trust?
- Can You Fund a Special Needs Trust With a Settlement?
- What Is a Supplemental Needs Trust?
- Special Needs Planning Can Preserve Benefit Eligibility
- What Is the Difference Between SSI and SSDI?
- Can I Protect My Injury Settlement With a Special Needs Trust?
- What Is a First Party Special Needs Trust?
- Special Needs Planning in Rochester NY: Key Mistakes to Avoid
- Watch out for This Issue if you are a Trustee of a Special Needs Trust!
- Special or Supplemental Needs Trusts
- Category: tax
- Category: Taxes
- Gandolfini’s Will Details Revealed
- Do I Need to Worry About Gift Taxes?
- New York’s Estate Tax
- Five Estate Planning Tools to Minimize Estate Taxes
- 2011 Estate Taxes – What the New Law Means to You
- Estate Planning and the Holidays
- Avoid Capital Gains Tax With a Charitable Trust
- Three Deductions for Federal Estate Taxes
- Estate Tax Terms You Should Know
- Estate Planning for Estate Taxes
- Marital Deductions and Estate Taxes
- Update on Estate Taxes
- Category: technology
- Category: Trust
- Category: Trust Administration
- How Much Does a Trust Administrator Earn?
- New York Trust Administration Steps
- 3 Tips About Living Trusts in Rochester
- Selecting the Right Trustee for Your Revocable Living Trust
- Controlling The Assets You Place in Your Living Trust
- Will I Need to Update My Living Trust?
- The Downsides of a Living Trust
- Living Trust Steps: Funding
- Can I Make My Own Trust?
- Understanding Irrevocable Living Trusts
- Key Elements in a Living Trust
- Three Basic Questions about Trusts
- Can I Change My Testamentary Trust Terms?
- Is a Family Member Trustee the Right Choice?
- A Few Common Questions About Charitable Trusts
- Avoiding Problems as a Trustee
- What is a Revocable Living Trust?
- Who Makes (Or Doesn’t Make) a Good Trustee?
- Five Trustee Duties
- Category: Uncategorized
- Category: Unlimited Marital Estate Tax Deduction in New York
- Category: Veterans Benefits
- Category: Will
- Category: Wills
- Category: Wills & Trusts
- What is a Living Trust?
- Revocable Living Trusts: Who Can Act as Trustee?
- Steps for a New Trustee to Take
- Why Your Heirs Would Prefer If You Make a Rochester Living Trust
- What if You Make the Wrong Kind of Trust?
- When is a Will Not Enough?
- Key Reasons for Contesting a Will
- What Assets Should Be in My Revocable Trust?
- How to Prepare for Creating a Trust
- Misconceptions About Wills and Probate
- Should Only the Elderly Create Wills and Trusts?
- Practical Tip to Consider Before Making a Will
- What Should I Transfer to my Living Trust?
- Using a Self-Proving Will: 3 Questions
- The Best Way to Revoke a Will
- Your Living Trust Needs a Will
- What You Need to Know About Witnessing a Will
- Don’t Worry About Expiring Wills
- Wills in New York: Words Are Not Enough
- Frequently Asked Questions about Intentionally Defective Grantor Trusts
- Estate Planning for the Troubled Child or Grandchild
- Why Your Will Has Those Clauses
- Getting Ready to Make Your Will
- Updating Your Will? 3 Reasons to Take Care
- Paterno’s Sealed Will Revealed
- 3 Questions About Codicils
- 4 Types of Will Revocation
- Include No Contest Clauses in Your Will and Trust
- Estate Planning Motivation: Your Husband Will Likely Get Remarried and Disinherit Your Children
- Dying Without a Will: New York Intestacy Laws
- Should You Serve as a Loved One’s Executor?
- Don’t Leave Old Copies of Your Will Lying Around
- What is a Trust? (part 2 of 2)
- Incentive Trusts & Your Estate
- Avoiding Living Trust Mills
- What Does Per Stirpes Mean in Estate Planning?
- Five Signs you may Need a Living Trust
- Estate Planning and Unusual Last Requests
- Help! I have been named a Trustee – Now What?
- Do you Need a Will, a Living Trust, or Both?
- Three Types of Estates a Living Trust may Benefit
- Charitable Trusts – The Basics
- Blended Families and the Advantages of a QTIP Trust
- Can you Hire a Trustee to Manage a Trust?
- What are Credit Shelter Trusts?
- Five Items That do not Transfer by a Will
- What is a Self-Proving Will?
- Keeping Your Last Will and Testament Safe
- Four Questions You Must Ask Yourself Before Creating a Living Trust
- Renouncing a Will
- The Advantages and Disadvantages of a Living Trust
- What a Trustee May and May Not Do…
- Planning for a Purpose: Charitable Lead Trusts
- Will Trusts Defined
- Creating a Will – Prepare to Prepare
- How A Revocable Living Trust Works
