Issues Small Business Owners Need to Address When Implementing an Estate Plan
On a day-to-day basis small business owners are faced with a myriad of complex issues running the gamut from the...
Tis the Season to Consider Gifting!
With the holidays fast approaching and the possibility that the current Federal Estate and Gift Tax exemption, being reduced from...
How Can I Protect My Home with Minimal Impact on My Life?
For more than three (3) decades I have alerted seniors of the need to be proactive in taking steps to...
To gift or not to gift again, tis the question for the season
For high-net-worth individuals the potential loss of millions of dollars of the gift and estate tax exemption is an important...
Understanding the Consequences of not having a Last Will and Testament
While the merits of having a Last Will and Testament versus a Revocable Living Trust are often debated, the consequences...
The Consequences of Being in Denial About a Loved One’s Deteriorating Condition
Having practiced elder law for almost 35 years I have witnessed first-hand family members downplaying the severity of their elderly...
You Don’t Have to be Rich to Have a Trust
Anthony J. Enea All too often a client will tell me that they don”™t believe they are wealthy enough to...
Is This an Opportune Time to Gift Your Commercial Real Estate Holdings for Estate and Gift Tax Planning Purposes?
As has been well documented, the current federal estate and gift tax exemption of 11.7 million dollars per person is...
To Gift or Not to Gift? Tis the Question for the Season!
With the holidays fast approaching, many parents and grandparents will be deciding whether to make significant monetary and/or property gifts...
Seniors and the Disabled Get a Needed Reprieve from the Imposition of the new Penalty and Lookback Period for Community Medicaid
For many years New Yorkers were eligible for Medicaid home care services without worrying about the five (5) year look...
Don’t Worry Honey, You Will Get My Diamond Ring When I Die: Steps you can take to Ensure it Actually Happens!
Parents, grandparents and loved ones often make promises and/or express their desire to leave specific items of tangible personal property...
What Impact Will the Pandemic and The Presidential Election Have on Federal and New York Estate Tax Exemptions?
It is undeniable that the COVID-19 pandemic has had a significant and detrimental impact on the fiscal well- being of...
If I Want to Protect My Home For Long Term Care Purposes What Are My Options?
For most seniors the one asset which they are most concerned about losing to the cost of long-term care is...
The COVID-19 Pandemic’s Long Term Impact on Assisted Living Facilities and Nursing Homes!
It wouldn”™t be an overstatement to say that the residents of New York”™s nursing homes and assisted living facilities have...
New Medicaid Eligibility Rules Make Asset Protection Planning an Urgent Need!
For the longest time New Yorkers were eligible for Medicaid home care services without worrying about the five (5) year...
