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Hey You Never Know: 5 Ways to Protect Your Lottery Jackpot Winnings
January 8th, 2016
Everyone I talk to lately has lottery pandemonium. As the jackpot soars north of $1 billion, the prospect of someone walking away with the biggest jackpot in the history of the game looms large. As people think and talk about how they would spend the…
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Categories: Estate Planning
No One Is Going To Come To Your House And Make Your Dreams Come True
December 27th, 2015
2015 was the year I decided to take matters into my own hands. With the help of family, friends and colleagues, 2015 was the year I decided to stop receiving a paycheck and start building a business that matches my ambition and my desire to provide d…
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Categories: Business
Get Your Assets Organized For The New Year
December 27th, 2015
The beginning of the year is the perfect time to organize your assets, financial and digital, and to review your existing estate plan. If you have not already established an estate plan, make a resolution now to get it done this year. Check out Attor…
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Categories: Uncategorized
Lawyers and Caregivers: 3 Tips for Success
December 7th, 2015
Welcome to our new visitors joining us for the Caregiving.com Holiday Progressive Blog Party. This week is dedicated to bringing good cheer to family caregivers, and I hope to add to that by breaking down some barriers in terms of access to lawyers a…
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Categories: Uncategorized
3 Steps To Maximize The Effectiveness Of Your Charitable Donation
December 1st, 2015
Charitable giving is at an all-time high in the United States with approximately $358 billion in donations made in 2014. There were increases by individual donors, foundations and corporations. According to the Center on Philanthropy, by 2055 some $4…
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Categories: Uncategorized
Can't I Just Give My House To My Kids?
November 27th, 2015
Without a doubt, the number one question I get from clients is, “Can’t I just give away my house to my kids?” At this point, I start to worry if clients don’t ask this question. Everyone thinks they can trust their kids and th…
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Categories: Uncategorized
Long-Term Care Insurance Update
November 24th, 2015
It feels like we are writing about this topic quite frequently lately, but the New York State Department of Insurance recently approved massive premium increases for owners of long-term care insurance policies provided by three companies: Genworth, F…
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Categories: Uncategorized
How To Save Money When You're Already In The Nursing Home And Have Done No Planning
November 16th, 2015
There is a common misconception that when a loved one or client enters the nursing home having done nothing in advance to protect assets, there are no options remaining. This is simply not true. While it is cheaper and easier to protect your assets i…
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Categories: Uncategorized
Why Your Trust Is A Waste Of Money
November 13th, 2015
You’ve done your homework, you shopped around, you met with an attorney several times and you finally have a set of signed documents. It is most unfortunate that you wasted a sum of money, probably in the thousands of dollars for these document…
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Categories: Uncategorized
Five Things To Know About A Medicaid Trust.
November 6th, 2015
One of the main goals our clients have is to protect and preserve assets for the next generation. Against that context, we provide an extensive amount of consultation surrounding Medicaid planning, particularly for those who cannot afford or do not w…
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Categories: Uncategorized
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