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How Does Life Insurance Affect an Estate Plan?

Planning with life insurance requires the advice of competent insurance professionals and estate planning attorneys to ensure the most advantageous outcome for you and your beneficiaries.

July 3, 2025
What Is a Managed Long Term Care Evaluation?

My mom has been approved for Community Medicaid and is eligible to receive a personal care aide in her home. I have been trying to schedule an evaluation with a Managed Long Term Care Company but I have been having some difficultly.

January 26, 2018
The Family Healthcare Decisions Act in New York State

My mother is 87 years old. She is getting more confused each day and refuses to sign a health care proxy or power of attorney. What will happen if she becomes unable to manage her affairs?

January 17, 2018
Estate Accounting

There are many steps and layers associated with the administration of an estate. Ultimately, for most estates, the goal is to distribute the assets to the respective beneficiaries which are named in the decedent’s Will or are intestate heirs pursuant to the laws of intestacy.

January 12, 2018
Medicaid Income Level Requirements in New York State

What are the Medicaid Resource and Income levels? I was told they change every year and differ from County to County. Can you explain?

January 8, 2018
Original Estate Planning Documents

Regardless of your age, the creation and maintenance of a thorough Estate Plan is essential. An Estate Plan ensures that your needs, your family’s needs, and financial goals are met during your lifetime and upon your death.

December 11, 2017
Disqualification of the Nominated Executor of a Will

The person selected to act as the Executor can be anyone that the testator wants to be in charge of administration of the estate. There is no requirement that the Executor have any experience or expertise in handling estate matters or have any financial background.

December 8, 2017
Discussing Your Estate Plan Over the Holidays

I just completed my estate plan and will be seeing my children over the holidays. What can I tell them about the role they will play as my Health Care Proxy, Power of Attorney, Executor and/or Trustee?

December 1, 2017
Power of Attorney and Digital Assets

Should I update my power of attorney every few years even if my agents have not changed?

November 17, 2017
Health Care Proxy

In our Elder Law practice, we often times see our clients experiencing difficulty in getting health care information regarding a love one. While privacy and HIPAA are important, you want to ensure that you are able to get important information regarding your love one’s medical condition.

November 10, 2017
Durable Power of Attorney

Why do I need a Power of Attorney? Can I just use the Power of Attorney form provided by my bank?

October 23, 2017

In The Media

News Mentions

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Thought Leadership

In the landmark case of Connelly v. United States, the Supreme Court addressed critical issues concerning the estate tax implications of life insurance proceeds used in the redemption of stock in closely held corporations.

June 17, 2025 Read Article

Our criminal courts protect victims. Our civil courts provide a forum for the peaceful resolution of disputes. Our family and surrogate’s courts guide families through what may be the most traumatic experience of their lives.

May 13, 2025 Read Article

As we reflect on the complexities of family law, let us work together to support our justices, understanding the weight of their responsibilities and the importance of their decisions.

May 13, 2025 Read Article

The Medicaid Asset Protection Trust (“MAPT”) is alive and well in the Elder law practitioner’s toolbox and is the best option for protecting real property.

May 13, 2025 Read Article

The federal government and the marketplace are undergoing revolutionary changes that will inevitably transform the business of law and operation of courts. The question arising from the uncertainty is, how so?

May 6, 2025 Read Article

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