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Estate Planning (Wills, Trusts & Advanced Directives)

Important Elder Law Update: New York State Expands Access to Medicaid by Further Increasing NYS Medicaid Resource/Income Allowance Levels


Feb 17, 2023
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By: Dana Walsh Sivak, Esq. The New York State Department of Health announced this week that both the Medicaid Resource and Income Allowance thresholds will once again increase. This news follows what was already a significant...
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Legal Form Generators: Cost Savings or False Sense of Security?


Feb 03, 2023
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By: Michael B. Shapiro, Esq. and Elizabeth Conklin A quick Internet search for “Legal Form Generator” returns dozens of websites that allow someone to download a form for a contract or lease agreement or to purchase a...
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Custodial Ownership vs Non-Custodial Ownership of Cryptocurrency in Estate Planning


Aug 16, 2022
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The two primary means of storing cryptocurrency, custodial and non-custodial ownership, have different implications for your estate plan....
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Digital Asset Estate Planning: Summary and How to Plan


Jan 13, 2022
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If you own digital assets, you should include them when you plan your estate. In our latest article, FRB's Daniel J. Gershman, Esq. writes about how to incorporate digital assets into your estate plan....
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Special Needs Trusts: Summary and How to Plan


Sep 23, 2021
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Careful planning is needed to properly provide for a loved one with a disability. If your family member has special needs, you should be aware of financial planning tools like special needs trusts....
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Am I Too Young for Medicaid Planning?


Sep 20, 2021
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None of us are getting any younger and, generally, not any healthier. This article overviews proper Medicaid and estate planning....
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Organizing Your Life for Your Death: Five Things to Do Before You Die


Aug 24, 2021
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This estate planning article provides a list of five things you can do to help your family administer your estate....
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Estate Planning for Unmarried Partners: Tips, Tricks, and What to Avoid


Mar 09, 2021
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In a recent study by the Pew Research Center, fifty-nine percent of adults between the ages of eighteen and forty-four claimed to have lived with an unmarried partner at some point in their lives.... Accordingly, it is now...
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