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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    • Texas Pregnant Woman Cannot Be Withdrawn From Life-Sustaining Treatment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
    • Alzheimer’s Care Tips: Get the Help You Need
  • 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
    • Business Succession Planning May Be Easier than You Think
  • Category: baby boomers
    • Boomer Drivers Need to be Aware of Their Abilities
    • Protecting the Family Story
    • Boomers Need to Be Aware of Financial Scams
  • Category: Business succession
  • Category: business succession planning
    • Start 2022 the Right Way
    • Using Entities in Estate Planning
  • Category: consumer
    • Estate Planning – Something You Shouldn’t Do Yourself
    • Just When You Thought You Understood the 10-Year Rule, Think Again
    • Application of the Updated Life Expectancy Tables
  • Category: consumer protection
    • What Everyone Should Know about the New FDIC Regulations
  • Category: disinherited beneficiary
    • What an In Terrerem Clause Can Do for You
  • 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?
    • New York Intestacy (Part 1 of 2)
    • New York Estate Planning Tip Sheet
    • The Court and Your Estate Plan
    • Refusing Inheritances Might be a Good Option
    • Essential Legal Concepts to Learn Before You Start Estate Planning
    • The Estate Plan You Already Have
    • Basic Questions About Estate Planning
    • Your Estate Plan Will Likely Include The Following Documents
    • Preventing Estate Litigation Problems
    • The Hardest Conversation to Have
    • Court Orders Removal of Brain-Dead Texas Woman From Life Support
    • 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
    • Sticking to Your New Year Estate Planning Resolutions
    • Happy New Year 2014!
    • Estate Planning in an Emergency
    • What is a Right of Survivorship?
    • FDIC Advises Elderly to Protect Themselves From Scams
    • Testamentary Bequest in Rochester: 4 Types
    • How To Revive a Will in New York: Commonly Asked Questions
    • Estate Planning Mistakes in Finger Lakes NY: The 4 Biggest to Avoid
    • Wills and Trusts in Rochester NY: Why Pour-Over Wills and Living Trusts Go So Well Together
    • Why Executors Get Removed
    • Estate Litigation in Rochester NY: Arbitration and Mediation
    • Post-Divorce Estate Plans in Naples New York
    • Help! I’ve Lost my Will!
    • What is Estate and Trust Litigation?
    • Your Intellectual Property and Your Estate Plan
    • Your Inter Vivos Trust Needs Regular Care
    • Digital Wills in New York: 3 Issues
    • Should You Include Pet Insurance as a Part of Your Estate Plan?
    • Plan Ahead for Real Threats of Alzheimer’s [Infographic]
    • Making the Most Out of Your Trust: The Schedule of Assets
    • Why Lawyers Talk About Simple, Complex, and Living Trusts in New York
    • Why You Should Probably Skip Co-Executors in New York
    • When Someone Dies. Practical Steps to Take After a Death in the Family
    • When Parents Resist Estate Planning
    • Ohio Veteran’s Cautionary Power of Attorney Tale
    • If Estate Taxes Don’t Apply to You, You Still Need an Estate Plan
    • Why Estate Planning Mistakes Can Plague Everyone, Even the Famous
    • Your Estate Plans and Your Fiduciaries
    • Elderly People Aren’t The Only Ones Who Need Estate Plans
    • Practical Steps to Help You With Tangible Personal Property Problems
    • How Your Family Benefits From Your Estate Plan
    • Summer Vacation Plans Should Include Estate Planning
    • Look Beyond Family When Choosing a Health Care Agent
    • How Does a Power of Attorney End?
    • Widow Can’t Access Deceased Husband’s Savings Account
    • The Orphaned Estate of Roman Blum
    • Living Gift Strategies: 3 Tips
    • 2013: The Time Has Come to Review Your Estate Plan
    • 50s and 60s Icon Annette Funicello Dead at 70
    • Life Insurance and Estate Planning
    • Plan Carefully When Choosing an Estate Planning Lawyer
    • Want to Be Remembered? Perhaps Burying Treasure is the Way
    • Giving Inheritances to Grown Children: Many Options to Consider
    • Use Your Estate Plan to Cement Your Legacy
    • Need More Information About an Estate? Consider These Options
    • Estate Planning or Dynasty Planning?
    • Incorporating a CRT Into Your Estate Plan
    • Your Living Trust: The Basics
    • Good Estate Plans Need to Change With the Times
    • Have You Overlooked These Estate Planning Issues?
    • Wealthy Parents Intend to Avoid It, but Rich Kids are Spoiled
    • What The Fiscal Cliff Agreement Does to Your Estate Plan
    • Estate Planning and the Importance of Creating Succession Plans for Your Family Business
    • The ICE Card: What It Is, and How to Make It
    • Retiring? Single? You Need to Think About Estate Planning Right Now
    • Be Careful With DIY Powers of Attorney
    • When Planning Inheritances, Think About Child Divorce
    • Middle Class Estate Planning
    • Two Questions about Spiritual Estate Planning
    • Inheritance Laws as Old as Human Civilization
    • If You’ve Recently Moved, Consider Changing or Updating Your Will
    • FAQ about a Notice to File Claims in Probate
    • DIY Estate Planning: the How-to Guide for Making Life Even Harder for Your Survivors
    • Commonly Used Estate Planning Trusts
    • Why Escheat Matters
    • Powers of Attorney in New York – 3 Key Variables
    • What is a Spousal Elective Share and How Does it Work?
    • Three Harmful Estate Planning Myths
    • Estate Planning Questions – What Does “Insolvent Estate” Mean?
    • 3 Estate Planning Issues You Need to Think About if You Have Stepchildren
    • Estate Planning Myths: Who can Have Power of Attorney
    • Your Living Trust – Three Questions About When You Want to Change Terms
    • 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
    • Add Estate Planning to Your Vacation Planning
    • Selecting the Right Guardian
    • Estate Planning Terminology: Ademption
    • Done With Your Will? Great! Now Write a Letter of Instruction
    • Financial Questions When Diagnosed With a Terminal Illness
    • Last Minute Planning Expected To Increase Before 2012 Ends
    • Digital Elvis May Soon Enter the Building
    • Thomas Kinkade Estate In New Legal Fight
    • 3 Estate Planning Issues For the Divorcing Couple
    • Guarding Against Post-Death Identity Theft
    • Moving? Your Estate Plan May Need An Update
    • Jimi Hendrix Movie Moving Ahead Without Hendrix Tunes
    • Cohabitating Couples and Estate Planning – 3 Questions
    • Estate Planning For Young Parents
    • Kinkade Estate Already Embroiled in Court Fight
    • Judge Issues Ruling in Gary Coleman Estate Dispute
    • Changing an Irrevocable Trust – What is Decanting?
    • Common-Law Marriages And Inheritances – 3 Questions
    • Wills And Notaries – 3 Questions
    • Avoiding Unintentional Disinheritances – 2 Tips
    • Celebrity Disinheritances
    • Amy Winehouse – 3 Questions About Her Estate, And What It Can Teach Us About Probate
    • Rosa Parks Estate Set To End Probate Battle
    • Whitney’s Will – 3 Instructional Issues You Can Use When Creating Your Own Will
    • Practical Inheritances – Why Less Can Be More
    • Art and Estate Planning – 3 Issues
    • Picking A Charity When Estate Planning
    • With More Baby Boomers Retiring, Retirement Homes Are Out of Style
    • Watch The Oscar Nominated Descendants – Especially If You’re Leaving Your Children A Lot
    • Top Philanthropist of 2011 Died in 2006
    • Why Watching Downton Abbey Can Be Helpful
    • Whitney Houston Tops the Charts After Her Death
    • Copper Mining Heiress’s Family Alleges Fraud
    • Your To-Do List Before You Meet With Your Estate Planning Attorney
    • 3 Sources Of Celebrity Estate Problems
    • Standby Guardians in New York: 3 Questions
    • Your Digital Life Part 2 – Digital Estate Planning For Younger People
    • 3 Questions About New York Probate: The Executor
    • Estate Planning Terms: The Pour Over Will
    • Estate Planning Terms: Ascendants
    • Types of Testamentary Gifts: 4 Categories
    • Estate Planning Goals Checklist
    • Credit Card Debt And Your Estate: What Happens?
    • Choosing a Guardian For Your Children in New York – 3 Issues
    • A Digital Legacy – Online Asset Estate Planning And You
    • Why Creating Your Own Will Can Go Horribly Wrong
    • 3 Estate Planning Myths That Can Hurt You
    • A Danger, and a Benefit, of Online Estate Planning
    • Why Don’t You Have An Estate Plan? 2 Key Personal Reasons
    • Your Estate Planning Trip: A 4-Step Roadmap
    • MLK Estate Files New Lawsuit
    • Who Will Take Care of Your Funeral Arrangements?
    • 4 Estate Planning Mistakes To Avoid
    • Executors Removed From Heiress’s Estate
    • 3 Reasons Why Women Need An Estate Plan
    • Millionaire Heiress’s Executors In Hot Water Over Alleged Tax Fraud
    • 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
    • 6 Tips to Working with Your Estate Planning Attorney
    • Remember These Estate Planning Do’s and Don’ts (Part 2 of 2)
    • Remember these Estate Planning Do’s and Don’ts (Part 1 of 2)
    • Who Helps Me Carry Out My Estate Plan?
    • 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
    • Late Singer Winehouse Had Solid Estate Plan
    • Avoid These 3 Estate Planning Disasters
    • Legacy Wealth Planning Workshops
    • Estate Planning for Parents with Adult Children
    • All Aspects of Your Estate Plan Should Be Updated
    • Advantages and Disadvantages to Creating a Revocable Living Trust
    • 8 Things to Consider When Creating Your Estate Plan
    • 5 Benefits to Creating an Estate Plan Early in Life
    • How Estate Planning Can Release You from Your Worries
    • 14 Estate Planning Surprises
    • How to Choose an Estate Planning Attorney
    • 4 Reasons You Need a Will
    • 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
    • Estate Planning and Vacation Homes
    • The Challenges of Estate Planning for Blended Families
    • Good Intentions and Bad Gifting
    • How to Help Avoid Estate Litigation
    • Can you Answer These Five Questions on Your Estate Plan?
    • What Happens When Children Receive an Inheritance?
    • Estate Planning: Defining a Life Estate
    • Estate Planning for Parents: Defining Custodians, Guardians and More
    • Three Steps to Protect Your Loved One
    • Small Business Estate Planning – What is a Buy/Sell Agreement?
    • What do you Need to Know About Receiving an Inheritance?
    • Four Types of Fiduciaries in Estate Planning
    • Estate Planning Tips for Blended Families
    • Estate Planning Roadblocks
    • Estate Planning Questions and Answers
    • Five Things You Should Know About Estate Planning
    • Lessons Learned from Celebrity Estates
    • Should You Put Your House In Your Child’s Name?
    • Three Ways Estate Planning Allows You to Maintain Control
    • Joint Tenancy and How it Relates to Estate Planning
    • 529 Plans – Gifts with a Goal
    • Senior Citizen Resources
    • Senior Citizen Housing Options
    • Estate Planning for Parents
    • How can Life Insurance fit into an Estate Plan?
    • The New York Probate Process
    • Why Would I Need a Trust?
    • Disinheriting a Child
    • Joint Tenancy and Your Will
    • What is an Incentive Trust?
    • 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
    • How Large of an Estate Can Pass Tax Free?
    • 4 Questions About the GST
    • A Brief Checklist For Creating a Durable Power of Attorney For Finances
    • Defining Portability in 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
    • The Best Retirement Choice May Be Not to Retire
    • Veteran’s Aid and Assistance Pension Benefits FAQ
    • Emergency Room Visits Higher For Medicaid Patients
    • Medicaid Set To Expand
    • 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!
    • The Star-Spangled Banner became the American National Anthem
    • Today is Abraham Lincoln’s Birthday
    • NFL Super Bowl XLVIII
    • Happy Groundhog Day!
    • Chinese New Year 2014 – Year of the Horse
    • Martin Luther King, Jr. Day is observed today
    • Today is Make Cut-out Snowflakes Day
    • 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
    • Don’t Forget Grandparent’s Day
    • 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
    • How to Include Your Grandchildren in Your Estate Plan: 7 Great, Easy to Implement Ideas
    • 7 Ways to Avoid Family Fights with Good Estate Planning
    • You Need to Gather Estate Planning Documents and Other Important Information
    • What is a Trust? (part 1 of 2)
    • Estate Planning Goals to Consider
    • 6 Estate Planning Documents and How They Help You (part 3 of 3)
  • Category: GPOA
  • Category: Health
    • Today is International Moment of Laughter Day
    • Celebrate National Wear Red Day® with Go Red For Women today
  • Category: Holiday
    • Celebrate Earth Day Today!
    • Today is World Poetry Day
    • Happy First Day of Spring 2014!
    • Happy St. Patrick’s Day!
    • National Chocolate Mint Day
    • Happy Presidents’ Day!
    • Happy Valentine’s Day!
  • 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
    • What Are Advanced Directives?
  • Category: income tax
  • Category: inheritance planning
    • Can I Reject an Inheritance?
    • Steps Involved in Bath Inheritance Planning
    • Should Trusts be Part of Your Inheritance Planning?
    • What does “Per Stirpes” Mean?
  • 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
    • Free Report: New York Intestacy
  • Category: legacy planning
    • What Is Legacy Planning?
  • Category: Legal Education
  • Category: Life Insurance
    • Reasons to Supplement Your Estate Plan With Life Insurance
  • Category: Living Trusts
    • The Benefits of a Living Trust May Surprise You
    • What do Pittsford Living Trust Lawyers Do?
    • Five Reasons to Create a Living Trust Today
    • Free Report:Revocable Living Trusts in New York
  • Category: Long-Term Care
    • Should You Buy Long-Term Care Insurance?
  • 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
    • Why It’s Important for Your Family to Know Where Your Assets Are
    • Is There a Medicaid Asset Limit
  • Category: no contest clause
  • Category: Pet Planning
    • Reasons to Consider a Pet Trust
    • Is Your Family Pet Included in Your Estate Plan?
    • Pet Planning: Don’t Forget Your Four-Legged Family Members
    • Today is National Cat Day
    • Pet Planning in New York: Elder Care and Your Pet
  • 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
    • What Are the Steps in the Probate Process?
    • I’m the Executor! Now What?
    • Top Reasons for Avoiding Probate: A Guide from a Finger Lakes Estate Planning Lawyer
    • Is Probate Always Required
  • Category: Proper Asset Ownership
    • What Assets Can I Fund Into My Revocable Living Trust
    • Category: Beneficiary Designations
      • Updating Your Estate Plan: How Do I Update Beneficiary Designations?
  • 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
    • How Rochester Revocable Trusts Differ from Irrevocable Trusts
    • Free Report: Revocable Living Trusts in New York: Benefits and Importance
    • Revocable Living Trusts (Part1 of 2)
    • Don’t Use a Living Trust to Replace a Last Will and Testament
  • 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
    • What Is the Unlimited Marital Estate Tax Deduction
  • Category: Veterans Benefits
    • An Overview of the VA Aid and Attendance Pension
    • What Vietnam Veterans Need to Know about PTSD
    • Happy Veterans Day!
    • Denver Area Man Walking 4,400 Miles for Veterans
    • Don’t Forget About Veteran Aid & Attendance Benefits
  • Category: Will
  • Category: Wills
    • What Is an Executor?
    • 5 Reasons to Appoint the Right Executor
    • Can I Contest My Parent’s Will?
    • Why a Contested Will Can Cost Your Heirs
    • What Does Your Last Will and Testament Cover?
    • Remembering JFK
    • Having a Child After You Make Your Will
  • 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

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