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Is a Life Estate Right For You?

While a life estate deed is one of the tools in the estate planner’s belt, it is not the answer for everyone. As with any planning, the best option will depend on the goals, concerns and people involved.

July 30, 2025
Descendants Trusts

As an Elder Law attorney, many clients consult with me with regard to trust planning to protect assets from the cost of long term care. However, many clients do not realize trusts can also be used to protect assets for your children.

February 19, 2014
Completing IRA Beneficiary Designation Forms

For every IRA you should complete a beneficiary designation form. Keep a copy of the form(s) among your important papers. Do not rely on the financial institution to keep copies.

January 27, 2014
Estate Recovery and Homestead

Individuals who have received benefits under the New York State Medicaid program are subject to estate recovery for all assets passing through their probate estate. This is a minimum requirement under Federal Law.

January 17, 2014
Power of Attorney

The fact that your aunt has a diagnosis of Alzheimer’s disease, does not necessarily mean that she cannot execute a power of attorney. While it may seem like a decision to be made by her doctor, it is actually the lawyer who will determine if she or he feels your aunt has capacity.

January 20, 2012

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article