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What if I Don’t Want to Be an Executor?

You can renounce your right as Executor and decline to act by simply signing a Renunciation of Nominated Executor form in front of a notary.

IRA Beneficiaries

Many of our clients have retirement assets held in a Traditional IRA, 401K, 403(b), or other similar plan. It is important to periodically review the beneficiary designations on these types of plans.

September 18, 2017
Estate Planning Advice for Unmarried Older Couples

I have been living with my partner for the last 25 years. While I want to provide for him in my estate plan, I want to be sure when we are both deceased, my assets pass to my children from my first marriage. Can this be accomplished?

September 1, 2017
Health Care Proxy Expiration

As the individual executing the health care proxy, also called “the principal,” you have the option to set an expiration date for your named agent’s ability to act. Whether your health proxy expires is a decision you must make at the time you sign it.

August 28, 2017
Estate Planning for Single Seniors

Much of the estate planning discourse revolves around planning techniques for the married couple, whether it be for tax planning or asset protection planning. However, for seniors who have never married or for those whose spouse is deceased, what, if any, special considerations need to be made?

August 21, 2017
Powerless Power of Attorney

My father executed a Power of Attorney and named me as the Agent. I was recently told by his bank that they would not accept my Power of Attorney, what are my options?

August 11, 2017
Power of Attorney vs. Guardianship

A few years ago my mom was diagnosed with dementia and recently she is having trouble paying bills on time. What is the best way for me to make sure the bills are paid?

June 30, 2017
Aging in Place with Community Medicaid

For most of us, if the time ever came that we needed assistance, our preferred option would be to remain at home in our familiar setting surrounded by family. For many, the Community Based Long Term Care Program, commonly referred to as Community Medicaid makes that an affordable and therefore viable option.

June 26, 2017
Will Disinheritance

My spouse recently passed away and I just learned that he disinherited me in his Will. What rights do I have?

June 12, 2017
Managed Long Term Care

My mother has Community Medicaid and she lives in her own home. Now the Managed Long Term Care provider, GuildNet, is leaving this area. What are my options? Will her hours of care be reduced? Should I be worried?

May 19, 2017
Medicaid Recertification

Once someone has been approved for Community Medicaid (home care benefits) or Chronic Medicaid (nursing home benefits) they will need to recertify with the local Department of Social Services each year. The recertification notice comes with an application that must be completed and sent in prior to the due date.

May 12, 2017

In The Media

News Mentions

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Thought Leadership

In this guest post by Maria Torroella Carney, MD, FACP, learn what contributes to aging and what can be done to encourage healthy aging.

September 17, 2024 Read Article

The Connelly vs. IRS ruling has significant implications for buy-sell agreements and corporate redemptions.

June 28, 2024 Read Article

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

According to multiple published reports, comedian Jay Leno is asking a California court to grant him authority over the financial affairs of his wife Mavis, who is apparently suffering from severe dementia.

March 12, 2024 Read Article

In his first Law Day address, New York’s Chief Judge complained of the steady erosion of civics knowledge, and the resultant decline in civility, warning that, “The Framers knew that the consequence of constitutional ignorance, and being guided by passion rather than reason, was armed mobs.”

March 8, 2024 Read Article

In this season of gratitude, it’s appropriate to recall the “four freedoms” — freedom of speech, freedom of worship, freedom from fear, and freedom from want — articulated by President Franklin D. Roosevelt at the threshold of World War II and illustrated so memorably in Norman Rockwell’s iconic renditions.

November 11, 2023 Read Article