Blog
BETTER BUSINESS: The Triple Bottom Line
“No man is an island,” wrote poet John Donne, and certainly the same is true of any small business. The beauty of working with people who own and operate a…
Read MoreMedicaid Asset Protection Trust
Given the escalating costs of long-term care (Orange County nursing homes currently cost an average of almost $12,000.00 per month), not surprisingly, people are searching for ways to shelter their…
Read MoreTHE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership
When people think about estate planning, the last will they executed 20 years ago undoubtedly comes to mind. Most never consider that the way their accounts are owned will have…
Read MoreJoint Bank Accounts with a Child May Ruin Your Estate Plan & Your Family
The recent New York case of In Re Asch provides a cautionary tale of an all-too-common problem that often destroys a family. Mrs. Asch had signed a will that, as…
Read MoreWhat to Expect When Hiring an Elder Law Attorney
Meeting with an elder law attorney is a significant step. People should understand what the elder law planning process involves, and what your attorney will need from you to make…
Read MoreWhen Buying a Home, Is a Survey Required?
Some banks no longer require a survey of residential property being funded, making the need for a survey a decision for the homebuyer. Unless there is an existing survey provided…
Read MoreThe Cost of Elder Care: Options at a Glance
Proactively addressing the care you may require as you age is critically important. The results of failing to plan cannot only be financially devastating and result in a lack of…
Read MoreAn “Irrevocable” Trust May Not Be Irrevocable After All
The most common client request in my elder law practice is the desire to protect a residence and other assets from the high cost of long-term care, which in the…
Read MoreProtecting Public Benefits After Receiving an Inheritance
I recently met with a woman in her late 50’s who about ten years ago suffered a traumatic brain injury (“TBI”) that left her disabled. “Barbara,” who was divorced with…
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