As you may be aware, Congress is working on a reconciliation bill (the “Bill”) which has tax components that could affect your current estate plan. 

As estate-planning professionals, we help clients plan in the event of incapacity, not just death. While clients may come into our offices worried about death

The New York State Department of Health (DOH) has once again delayed the implementation of a thirty (30) month look-back period for Medicaid Applications filed for Community-Based

There are many reasons why people do not execute a Last Will and Testament during their lifetime; they are too busy or it’s on their

On December 15, 2020, Governor Andrew Cuomo signed a bill into law with the intent of simplifying New York’s Power of Attorney law. This new

Lower Federal Estate Tax Exemption Potentially Coming in March and Upcoming Changes (for worse) to NY Home Care Medicaid  The pandemic occupied most of our

Important changes are coming to our New York State Medicaid Home Care rules. As you may recall from our earlier article, the most notable change

Clients invariably want to amend their wills by use of the codicil—an addition or supplement that adds to or modifies a prior will in whole

In the midst of the current coronavirus situation, New York State has announced that as part of their new budget that they will be amending

In our estate planning engagements, clients are often most concerned about protecting the value of their home. There are two main risks here: taxes and