Estate Planning Talk at the Thanksgiving Table
Is there anything more heartwarming than the tradition of a turkey being pardoned by the president before Thanksgiving? Of course not....
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- Nov 7
- 3 min
Estate Planning for Baby Boomers
Boomers do this and Millennials do that. Gen X, who knows? Ascribing personality traits to an entire generation has become a parlor game...
- Sep 26
- 3 min
Scary Estate Planning Mistakes
The arrival of fall is a special time for people who love to be scared. Haunted hayrides, fright nights and jack-o-lanterns aplenty...
- Sep 13
- 3 min
Estate Plans for Young Adults
As a professional, I rely on “scientific method” for determining societal views on aging. In common parlance, my “scientific method” is...
- Aug 28
- 2 min
Do College Students Need an Estate Plan?
Which of these three sentences is true? My pet octopus likes to be walked three times a day. An 18-year-old is an adult. Hudson Valley...
- Aug 18
- 3 min
Probate: Basics of the Process
You were warned. Lawyers, accountants, bankers, financial advisors, neighbors and Cousin Bernie all warned you. It has to be avoided. Not...
- Aug 1
- 2 min
Retirement Planning in New York
Sitting in his cushiony, beige rock-and-swivel easy chair, my dad proudly proclaimed his plan for the future: “Alan, only 3,600 days...
- Jul 21
- 2 min
What to Do When Your Spouse Dies
An estate and elder care attorney’s mission is to introduce practicality into one of life’s elemental tragedies. Losing a life-long...
- Jul 4
- 2 min
Plan for Your Child With Special Needs
We worry. It is not just the doctor visits, the drumbeat of tests and follow-ups. It is the future. How will my child manage? What kind...
- May 25
- 2 min
Hire an Elder Law Attorney for Your Medicaid Application
Although the context is slightly different, in my best Liam Neeson voice I want to call attention to elder law attorneys’ “very...
- May 13
- 2 min
Elder Abuse: Be Part of the Solution
When an aging adult finds it difficult to perform basic tasks, a caregiver may be needed. Caregivers, whether they are family members,...
- May 13
- 2 min
Having the Right POA When Applying for Medicaid
“I can just download one off the internet,” is a phrase every eldercare and estate planning attorney has heard at one time or another. It...
- May 13
- 2 min
Your Estate Plan After Divorce
My father and grandfather were a study in contrasts. Harry, my dad’s dad, regularly drew the ire of my grandmother for a variety of...
- May 13
- 3 min
What Does a Successor Trustee Do?
Congratulations. Today, you found out that someone very close chose you as their successor trustee. You are not surprised one bit. You...
- May 13
- 2 min
Is Your Estate Plan Like an Easter Egg Hunt?
My parents had a knack for planning fun outings. Who could forget that April afternoon in 1980 when I accompanied them to three banks to...
- May 13
- 2 min
Protect Your Loved Ones This Valentine’s Day
Verbal expressions of love are deeply woven into our relationship dialogues. As we age, spoken declarations untethered to consistent...
- May 13
- 2 min
Why You Need a POA
How many things have you screwed up in your life? Too many to count? I have created categories to help you organize your screw-ups. There...
- May 13
- 3 min
Keep Your Documents Safe
It was 10 o’clock in the morning. The guy with the drill was an hour late. There are worse places to hang out than a bank in Rockland...
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