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Posts Tagged ‘trusts and estates’

The Increasing Relevance of Estate Planning

The Increasing Relevance of Estate Planning with legal paperwork

The COVID-19 pandemic has brought about unprecedented changes to our daily lives. For many people, this relentless health crisis has raised awareness as to how fragile life can be, and has shed new light on the critical importance of planning for the unknown. One of the most important steps you and your family can take…

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Estate Planning In Times of Uncertainty

Estate Planning in Times of Uncertainty

The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. People are taking this time to get organized, assess their situations, and address their needs. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will…

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An “Irrevocable” Trust May Not Be Irrevocable After All

An "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 Hudson Valley will often exceed $12,000 per month. Proactive planning requires that the client make gifts of selected assets, with such asset transfers being deemed…

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