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Stay Ahead of Estate Tax Changes in 2026

Last month, we discussed the expiration of the current federal estate tax exemption which was part of the 2017 Tax Cuts and Jobs Act (TCJA). We believe this sunset provision will be rendered moot by the passing of a new comprehensive tax bill. 

June 2, 2025
How to Prevent Financial Exploitation

The National Center on Elder Abuse defines financial exploitation, also known as financial abuse, as the “illegal, unauthorized or improper use of an older person’s resources for monetary or personal benefit, profit or gain, or that results in depriving an older person of rightful access to, or use of, benefits, resources, belongings, or assets.”

October 15, 2018
Medicare Open Enrollment

Question: I’m currently enrolled in a Medicare Advantage Plan and was told that I should switch to traditional Medicare, I am getting overwhelmed with all of the choices and options.

October 12, 2018
Power of Attorney and Statutory Gifts Rider

Question: Two years ago my sister used a Power of Attorney given to her by my mother to withdraw $100,000 from my mother’s bank account.

September 24, 2018
Right of Sepulcher

Question: I was chatting with friends over coffee this evening and someone mentioned the “right of sepulcher”. What exactly is that right?

September 7, 2018
Executor Commissions in New York State

I was named as the Executor in my mother’s Will. Do I receive a fee for serving as Executor of the Estate?

June 1, 2018
Why Do I Need a Last Will and Testament?

Planning for the future can sometimes be difficult. Creating an estate plan can give you the peace of mind you need, while also making it easier for your loved ones to handle your affairs when you die.

May 7, 2018
Who Inherits My Property If I Die Without a Will?

I am an unmarried person and do not have any children. My parents died many years ago and I have no siblings. Who inherits my property if I die without a will?

April 6, 2018
Preliminary Executor

I am the nominated Executor under my mother’s Will, which my sister is in the process of contesting. I understand that a Will contest may be a lengthy proceeding. Is there any way I can be appointed to act on behalf of the estate while that proceeding plays out?

February 23, 2018
Article 17-A Guardianship vs. Article 81 Guardianship

In New York State, when a person turns eighteen, they are presumed to be legally competent to make decision for themselves. However, if a person is intellectually disabled or developmentally disabled, as defined by Article 17-A (“Article 17-A”) of the Surrogate’s Court Procedure Act, a parent or concerned relative can ask the Surrogate’s Court to appoint a guardian to assume the decision-making functions for that person.

February 22, 2018
MOLST Form

My mother has been diagnosed with a terminal illness and has specific wishes with regard to end of life decisions. She executed a living will and a DNR during her last hospital stay; however, she is concerned that her wishes may not be followed. Is there any other document that would ensure her wishes are carried out?

February 16, 2018