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Emergency Estate Planning During a Hospitalization
I was prepared to write a regular estate planning article tied into Independence Day with July Fourth and fireworks references – fitting...
Aug 114 min read
From Bitcoin to Baseball Cards
“OK, Mr. Lewis, to recap, we have three investment accounts, the checking account, the Whole Life Insurance plan, your IRA and the home.”...
Jul 93 min read
Medicaid Spend-Down Strategies
I was performing a little Medicaid research one day in the 2010s. On my computer screen was a copy of New York’s Medicaid Reference...
Jun 243 min read
Intelligent Caregiving
Before James Bond embarked on a globetrotting mission to save the world from S.P.E.C.T.R.E., he stopped in to see Q, British Secret...
Jun 92 min read
Endings
At age 90, Daniel Kahneman – maybe the most famous modern intellectual on the subject of decision making – decided to end his life....
May 273 min read
Medicaid Warnings
Nursing home owners have had enough – and you should take notice. For decades, elder care attorneys and nursing home business offices...
May 143 min read
Navigate Legal Gardens With Grace
Here is my well-worn phrase of the day: “It is not what you say, but how you say it.” Family conversations infused with humanity and...
Apr 272 min read
Guardianship: Protecting Seniors & Adults With Disabilities
When a client contacts our office and mentions needing a guardianship for a loved one, two numbers begin to swirl in my head: 81 and 17A....
Apr 183 min read
Big Changes or Little Changes
Sometimes change comes marching down Main Street with a brass band, jugglers and a costumed mouse. Other times it clings to the bottom of...
Mar 252 min read
Great Moments. Important Moments.
What are your great moments? Is it a graduation? The birth of a child? Completing the Lake Placid IronMan? A killer Karaoke performance...
Mar 112 min read
Estate Planning For Solo & Small Families
I was annoyed. The Viennese table was surrounded and there was no way I was going to break through that fortress of big-bodied pastry...
Feb 253 min read
Show Your Love with a Comprehensive Estate Plan
Here is my Valentine’s Day card idea: “Love is raising and lowering the thermostat seven times in 10 minutes even though the thermostat...
Feb 113 min read
2025: Estate Plans for a New You
Have you ever been told to change? Probably. I know I have. The people closest to you, at one point in time, may have found some of your...
Jan 273 min read
2025 Estate Planning Essentials
Is your anxiety based on a mistake or behavior? Many mistakes can be dissected, examined, and resolved to alleviate the anxiety. For...
Jan 142 min read
Estate Planning Thoughts for the Holidays
For me, the holidays redefine and reanimate the important people in my life. I think about all of the loved ones who made life more...
Dec 17, 20243 min read
Express Thanks Through Thoughtful Estate Planning
Right around Labor Day 1990, my grandmother made an announcement. She spoke softly to all of us seated with her at the Riverdale Diner....
Nov 19, 20242 min read
Was Your Will Properly Constructed?
I could rhapsodize for days on the Wills I have seen. Dr. Seuss rhymes would fly in every direction. Big Wills. Small Wills. Little...
Nov 5, 20243 min read
Estate Planning: Your Personality Matters
Estate planning has a lot in common with travel planning. For many, a successful vacation is achieved through full itineraries –...
Oct 22, 20243 min read
Family, Family, Family
In my younger days, I made funny faces when I was photographed at family functions. It was nothing serious – a phase. I was 8, not 45 or...
Oct 8, 20242 min read
Legal Tips for College Students & Families
College tours have not changed much over the decades. Walk around the campus for an hour and a half, passing 37 dining halls – but not...
Sep 24, 20243 min read
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