Blog

The conversation usually starts the same way: “We want to leave something meaningful for our kids, but we’re terrified they’ll spend it all within a year.” It’s a conversation rooted in love, not mistrust. Parents today are watching...Read More

Whenever I meet with clients to discuss Medicaid planning, I often hear the same response: “I already have that—you mean Medicare, right?” It’s a common misconception, and understandably so. Both Medicaid and Medicare are government-sponsored health insurance programs,...Read More

Can a beneficiary be a trustee? This is a common question asked during estate planning and, under New York law, the simple answer is “yes.” While it is possible to let a beneficiary act as trustee, this arrangement...Read More

Planning for retirement often involves choosing between two main categories, each with its own rules and benefits. In New York, these retirement plans generally fall into the following two categories: defined benefit plans, such as pensions, and defined...Read More

A healthcare proxy is a foreign concept to many until they face a circumstance in which such a proxy is necessary. Most people don’t think about who would speak for them if they were too sick or injured...Read More