Tips for Going Through the Probate Court Process
Probate court is a court that deals with the administration of a person’s estate. In New York, probate cases take...
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October 31, 2019
Elder Law, Estate Planning
Elder Law, Estate Planning
The Difference Between Estate Planning and Elder Law
We are often asked about the difference between estate planning and elder law. Although we believe that the two go...
September 6, 2019
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
After Death, A Final Retirement Account Distribution Must Be Made
Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
August 1, 2019
Medicaid
Medicaid
Protecting Your House Before and After Moving Into a Nursing Home
Protecting the family home is one of the biggest issues that people worry about when discussing Medicaid eligibility. Let's look...
July 18, 2019
Fiduciary Services, Investment Advisory Services
Fiduciary Services, Investment Advisory Services
Do You Know the Difference between a Stockbroker and an Investment Advisor? The SEC Knows
Few understand the difference between an investment advisor and a stockbroker. The difference is substantial. An investment advisor is a...
July 10, 2019
Elder Law, Estate Planning
Elder Law, Estate Planning
What Makes a Will Valid?
Movies, television, and books like to present wills in dramatic ways--handwritten notes, videos, deathbed utterances--but what actually makes a will...