You have spent your life building financial security, but you have concerns about losing that nest egg if you or your spouse eventually needs long-term care in a nursing home setting. In that situation, New York will review your income and assets to determine...
PLEASE NOTE: We are able to fully assist you during these difficult times. We are offering our clients and prospective clients the ability to meet with us via telephone or through video conferencing. Please call our office at 914-269-2367 so that we may assist you.
We are pleased to announce the reopening of our White Plains office location for in-office meetings. We are following the applicable New York State regulations for Phase 2 re-openings. These regulations limit in-person gatherings, so although we will hold a select number of in-person meetings, we will continue to encourage telephone and video-conference meetings whenever possible. We have implemented health and safety procedures for all staff, as well as those clients who come into the office. Please click here for in-office meeting procedures.
Month: May 2021
Should I put my adult child’s name on the deed to my home?
Many estate planners dedicate a lot of time to avoiding probate. Given that probate can be a very long and drawn-out process, it makes sense as to why you would want to help your heirs avoid it. One way that some Americans attempt to help their heirs avoid probate is...
How do first- and third-party special needs trusts differ?
As a New York parent of a child with special needs, you may need to take extra time and care when making an estate plan so that you do not jeopardize your son or daughter’s eligibility for government benefits. Many parents of children with disabilities create special...