Resources
Articles
Estate Planning & Administration:
- As Predicted, Social Security Closes Door on Benefits ‘Do-Over’ Strategy
- Do Surviving Spouses Have a Right to a 401(k) or an IRA?
- The 101 Biggest Estate Planning Mistakes
- Trial and Heirs: Famous Fortune Fights
- Death for Beginners: Your No-Nonsense, Money-Saving Guide to Planning for the Inevitable
- Social Security May Soon Put Lid on Benefits ‘Do-Over’ Strategy
- Charitable Remainder Trusts: Income for Life and a Good Deed at Death
- Crummey Trusts: A Way to More Safely Give Gifts to Children
- Online Legal Documents Company Sued Over Flawed Estate Plan
- Make Sure Your Life Insurance Is Not Taxed at Your Death
- Steps to Take in Advance of Death or Disability
- Letting a Computer Plan Your Estate: Is It Worth the Risk?
- New York Family Health Care Decisions Act
- Demise of Estate Tax Could Have Serious Consequences for Spouses
- Financial Downturn Coupled With Changing Estate Tax Rules Mean It’s Time to Review Your Estate Plan
- Do You Have the Right Fiduciary?
- Retirement Home Can Force Resident to Move to Higher Level of Care
- How to Choose a Medigap Policy
- New Power of Attorney Law
- IRS Clarifies Recent Law Waiving Account Distribution Rules for 2009
- Supreme Court Says Deceased Employee’s Ex-Wife Can Get His Pension Benefits
- What Happens If You Die Without a Will?
- Making Gifts: The $13,000 Rule
- Accounting for Gifts and Loans to Children in Your Estate Plan
- Estate Administration
- Estate Taxation
- Obama Signs Tax-Cut Bill Setting Estate Tax Exemption at $5 Million for Two Years
- Estate Taxes: What’s a Taxpayer to Do?
- Mental Capacity To Sign Documents
- Trusts
- Consider Putting Gifts to Grandchildren in a Trust
- Last Will and Testament
- Health Care Proxy and Advanced Medical Directives
- Avoid Disagreements Between Your POA & HCP
- Beware of Generic Health Care Proxy Forms
- Durable Power of Attorney
- Prevent Your Power of Attorney from Being Ignored
- Powers of Attorney Come in Different Flavors
Medicaid Planning and Asset Protection:
- News10NBC Advocates For Viewer Desperate For Help
- What Is Asset Protection Planning?
- National Average Cost of a Nursing Home Room Tops $83,000 a Year
- Medicaid Agency May Include Guardianship Expenses As Resource in Determining Eligibility
- New York’s No. 2 Official Calls for Reexamination of State’s Generous Long-Term Care Rules
- Medicaid Expansion Under Health Care Reform & Generic Drugs
- How Risky Is Buying a Limited-Duration Long-Term Care Insurance Policy?
- Appellate Court Decision Demonstrates Why Clients Need Elder Law Attorney to Prepare Medicaid Applications
- Exchange an Old Annuity or Life Insurance for Long-Term Care Insurance
- Things to Remember at Tax Time
- 10 Steps to Less Stressful Caretaking
- The Attorney’s Role In Medicaid Planning
- Is a Reverse Mortgage Right for You?
- Reverse Mortgages and Home Care
- Spousal Refusal
- Increased Community Spouse Resource Allowance
- Immediate Annuities
- Spending Down
- Trusts
- Life Estates
- Protection of the House
- Supplemental Needs Trusts
- Tips on Providing for Children with Disabilities
- Testamentary Trusts
- Irrevocable Income-only Trusts
- Trusts In General
- Exempt Transfers
- Transfers
Issues Relevant to Seniors:
- You Can’t Opt Out of Medicare Without Losing Social Security, Judge Rules
- They’re Your Parents, Too!
- AARP Sues Government Over Reverse Mortgage Foreclosures
- 2011 Long-Term Care Insurance Price Index Announced
- The Savvy Senior
- A Trip to the Hospital May Put Assisted Living Residents on Medicaid at Risk of Eviction
- Free Medicare Preventive Care Has Kicked In
- Federal Program Helps Nursing Home Residents Move Home
- Some Seniors Getting Sticker Shock When Moving From Hospital to Nursing Home
- Reviewing Your Medicare Plans Is More Important Than Ever This Year
- Nursing Home Can’t Honor Resident’s Request for White-Only Caregivers
- Survey Finds Medicare Doesn’t Work As Well for Younger, Disabled Beneficiaries
- Study Shows Diversity of Grieving Among Caregivers
- So Far Away: Twenty Questions for Long-Distance Caregivers
- GAO Report Raises Some Concerns About Regulation of Retirement Communities
- Court Again Rules That Part D Recipients Must Repay Mistaken Refunds
- Relief From Prescription Expenses for Medicare Recipients
- Report Looks at What People Are Paying for Long-Term Care Insurance
- Getting Social Security While Living Overseas
- Investigative Report Questions Five-Star Rating System for Nursing Homes
- Social Security Adds New Online Medicare Application
- Getting Medicare While Traveling or Living Overseas
- Social Security Calculator Now Available to Delayed Retirees
- The Forgetting: Alzheimer’s: Portrait of an Epidemic
- Health Reform: What Changes Are in Store for the Elderly?
- 4 Rochester Area Nursing Homes Fined
- Medigap Coverage Is Changing
- How to Cope With Big Rate Hikes on Long-Term Care Policies
- More Seniors Eligible for Big Medicare Drug Subsidy
- Next Steps: A Practical Guide to Planning for the Best Half of Your Life
- Obama Backing Plan to Include Modest Long-Term Care Insurance in Health Reform
- Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents
- Don’t Fall for the ‘Certified Copy of Your Deed’ Swindle
- You May Be Able to Claim Social Security Benefits Now and Claim More Later
- Book Review: Long-Term Care at Home Consumer Guide
- Online Services Offer Estate Planning for Digital Assets
- Requiring Adult Children to Pay for Aging Parents
- What the Stimulus Bill Does for the Elderly
- Book Review: ‘Who Moved My Dentures?’ 13 False (Teeth) Truths About Long-Term Care and Aging in America”
- New Study Finds Financial Abuse of Elderly Is Costly and Vastly Underreported
- Reevaluate Insurance Needs When You Retire
Useful Links
Courts
- New York State Unified Court System
- Seventh Judicial District, Supreme Court, Monroe County
- United States District Court, Western District of New York
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near Cobbs Hill:
1399 Monroe Avenue,
Rochester, NY 14618
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