To Our Clients, Friends, Family and Colleagues:

I hope this finds you all well, perhaps working from home, but in some way, enjoying what “home” means to you.  Our hope is that “social distancing” will slow the progression of the novel coronavirus (COVID-19).  We pray that it will.

Undoubtedly, we are navigating uncharted waters.  Yet, in a very interesting way, times like this might invoke good for humanity.  You might have an opportunity to spend cherished time with your spouse and/or children; children who ordinarily would be away at college.  Family dinners, which have lost their appeal over the recent years, might become more commonplace.  Helping a neighbor, or another person in need or infirm lights your spirit.

One thing is certain during uncertain times – nothing is certain.  Regardless of the virus, you must agree that anything can happen to anyone of us, at any time.  You may be scared and/or worried, but I encourage you to use this time as a period of reflection.

Recently, Governor Cuomo signed an Executive Order allowing us to notarize documents by video. If you are someone who is unnerved for not attending to your estate planning, reach out to us for our assistance.  Our office continues to operate, with modifications, but under all circumstances, we can help you. Even if we help you prepare a power of attorney and health care proxy, it will make you feel better.

If you are seasoned enough to remember the movie E.T., you’ll note that the title I used here is a quote from E.T. to Elliot. If you need me, “I’ll be right here”.

living will vs. healthcare proxy

We have all heard the saying “life is full of regrets”.  I have compiled a list of the most common regrets that I often hear from clients, but more often, their family members, during my practicing as an elder law and special needs planning attorney.  If you have neglected any of these topics, my hope is that you will take proper measures before it is too late. Read more

As the parade route approached, I captured my first glimpse of the Grand Marshal.  He was a 93-year-old seasoned World War II veteran who exuded confidence, honor, and pride.  Accomplished in ways that many of us will never experience; a true hero.  It was Memorial Day 2016, and the Grand Marshal was my Uncle. Read more

When I meet with people for the first time who are interested in estate planning, their focus is usually on after-death planning.  Whether their concern is minimizing estate taxes, planning for minor or spendthrift children, or simply passing assets to the next generation as quickly and efficiently as possible, nearly every meeting begins with a discussion on post mortem planning and the preparation of documents, such as a Last Will and Testament or revocable trust.  This is a shortsighted approach. Read more

When do I need to start taking my IRA distributions?

On December 20th, 2019, President Trump enacted the Setting Every Community Up for Retirement (“SECURE”) Act.  Effective January 1, 2020, the SECURE Act, among other things, changed the age at which you are required to start taking your required minimum distribution (“RMD”) from your individual retirement accounts (“IRAs”). Read more

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The information presented at this site should not be construed to be formal legal advice nor the formation of an attorney/client relationship.

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