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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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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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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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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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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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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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Book Review: Can't We Talk About Something More Pleasant? By Roz Chast
November 1st, 2015
You probably recognize the author of this book more from her great cartoons in The New Yorker than as the author of one of the greatest modern works on caregiving. Roz Chast is a member of the Sandwich Generation, a group of folks in their 30s-50s ta…
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FAQ: Medicaid Trusts
October 27th, 2015
We get questions all the time about our Medicaid qualifying Family Protection Trusts. Here is our Frequently Asked Questions guide to help you decide whether this planning is appropriate for you. IS THE TRUST REVOCABLE OR IRREVOCABLE? In order to ass…
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FAQ: Power Of Attorney
October 27th, 2015
WHAT IS A POWER OF ATTORNEY? A Power of Attorney is a legal document where you (the “Principal”) give authority to make financial decisions to someone you trust (the “Agent”). The Power of Attorney is often referred to as the…
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FAQ: Health Care Proxy
October 27th, 2015
WHAT IS A HEALTH CARE PROXY (HCP)? A Health Care Proxy is a legally enforceable document in New York utilized to appoint someone (your Agent) to make health care decisions for you if you become unable, even temporarily, to make health care decisions…
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