Latest News:

We are pleased to announce the celebration of our 30th anniversary!
two people looking over paperwork

Our Blog

Excellence. Compassion.
Integrity.

Home > Blog

Latest News

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
Power of Attorney (POA) on a Bank Account

I am listed as power of attorney on my mom’s bank account. Will I be able to access this money after she dies to pay for the funeral?

April 22, 2016
Nancy Burner, Esq. Honored by Ride for Life

Nancy Burner, Esq., founder and managing partner of Nancy Burner & Associates, P.C., was selected by the Event Committee of Ride for Life to be recognized in the Business Category at the 19th Annual Honoree Recognition Benefit on March 15, 2016 held at Villa Lombardi’s in Holbrook.

April 21, 2016
Does Community Medicaid Pay for Nursing Home Care?

Community Medicaid and Nursing Home (Chronic) Medicaid are two different programs that cover long term care. Community Medicaid will not pay for long term care in a nursing home. Community Medicaid is the program that covers care at home; such has a home health care aide.

April 19, 2016
Lost Will

I recently executed my will and other estate planning documents. I want to keep it in a secure location; however I am concerned that I may store it in a place where my executor cannot find it. What happens if the executor cannot find my will when I pass away?

April 16, 2016
Who Inherits My Estate If I Die Without a Will

I am unmarried and have no children. My parents are deceased and I have one sibling, a sister. I currently have no will. Who would inherit from my estate if I died without a will?

April 16, 2016
Capacity to Sign a Power of Attorney

My mother has just been diagnosed with Dementia. It is in the early stages and she is still very lucid, can she still sign a Power of Attorney?

April 15, 2016
Tax Consequences of Creating a Medicaid Trust

The typical Medicaid trust is a grantor trust for income and estate tax purposes. The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control.

April 6, 2016
Grantor Trust Rules

The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control. By spreading their income out, the earners were subject to the lower tax brackets.

March 18, 2016
Do I Need a Will to Go Through the Probate Process?

Do all Wills have to go through probate?

March 18, 2016
Caretaker Child Exemption

I have three children. My son has been living with me for the past few years. I have heard that there is no reason for me to engage in any estate planning because if I require nursing home care, all of my assets can be transferred to my son. Is that correct?

March 4, 2016

In The Media

News Mentions

Our Blog

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