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Medicaid Recertification: Why Legal Guidance Matters

Having an experienced elder law attorney overseeing the Medicaid application and recertification processes can better one鈥檚 chance of achieving and maintaining Medicaid eligibility.聽

April 10, 2026
Should You Update Your Estate Plan After Buying Out-of-State Property?

Leaving instructions in your estate planning documents on how a seasonal property will continue to be used and/or owned after your death, can prevent friction amongst family members and ensure your investment can be enjoyed for decades to come.

July 15, 2025
Do I Need a Lawyer for a Power of Attorney?

While power of attorney (POA) forms are widely available online at little to no cost, do-it-yourself options can end up costing you thousands if they are not done right.

July 8, 2025
How Does Life Insurance Affect an Estate Plan?

Planning with life insurance requires the advice of competent insurance professionals and estate planning attorneys to ensure the most advantageous outcome for you and your beneficiaries.

July 3, 2025
Are Inherited Assets Taxable in New York?

Minimizing or eliminating taxes on an estate during life and at death is complicated. There are several taxes to consider.

June 9, 2025
Stay Ahead of Estate Tax Changes in 2026

Last month, we discussed the expiration of the current federal estate tax exemption which was part of the 2017 Tax Cuts and Jobs Act (TCJA). We believe this sunset provision will be rendered moot by the passing of a new comprehensive tax bill.聽

June 2, 2025
What Happens to the Federal Estate Tax Exemption in 2026?

Even for estates that may not be taxable today, planning ahead can provide significant tax savings and peace of mind.

May 16, 2025
Protecting Yourself Against Elder Fraud and Scams

Scams come in all shapes and sizes, from text messages from someone purporting to be one of your loved ones, to a phone call alleging they work for your bank, to dating apps or online scams.

May 14, 2025
Cryptocurrency and Estate Planning: Transferring Your Digital Assets After Death

Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.

April 17, 2025
Medical Directives For Health Care Planning

While it is not necessary to have an attorney when dealing with health care documents, most attorneys will assist clients with executing a living will, health care proxy, and HIPAA release form as part of their estate plan.

March 18, 2025
Who Gets a Copy of the Will Before Death?

No one other than the person who is establishing a will, otherwise known as the testator, an attorney draftsperson, and the two subscribing witnesses need to see the document before your death.

March 13, 2025

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article