Four Estate Planning Myths that Could Cost Your Family

Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home, a retirement account and cherished family heirlooms […] Read more »

From “I Do” To “I Do Not” – What is Spousal Refusal, and How Can it Help Me Financially Qualify For Medicaid?

Medicaid is a valuable resource to consider when faced with the prospect of financing the cost of long-term care. Yet, many are under the impression that Medicaid is only available […] Read more »

Partner Content: Should Breaking News Alter Your Investment Strategy?

More than ever before, investors are inundated with news alerts and headlines on market-moving events. The 24/7 news cycle, social media and technology have allowed global headlines to be accessible […] Read more »

Why an Irrevocable Medicaid Asset Protection Trust Works for Non-Medicaid Related Reasons

The Irrevocable Medicaid Asset Protection Trust (MAPT) is regularly used by elder law attorneys to protect one’s assets from the cost of long-term care. The transfer of assets to a […] Read more »

Want to Help this Earth Day? Play Outside.

Over 56 years ago, the first inaugural Earth Day event occurred in the United States. What started as a small protest for the environment has since grown to reach 193 countries and over 1 billion people. The […] Read more »

Partner Content: The Final Act: Medical Aid In Dying Legislation Passes In New York

Despite opposition from religious leaders and certain patient advocate groups, NY has joined the growing list of states that allow a terminally ill, mentally competent adult to end their life […] Read more »

What’s the Difference Between a Health Care Proxy, a Living Will, and a Do-Not-Resuscitate Order?

There is often a great deal of confusion surrounding the Health Care Proxy (HCP), the Living Will (LW), and the Do-Not-Resuscitate (DNR) Order. It is crucial to understand what each […] Read more »

The Top 3 Reasons a Revocable Living Trust Should Be the Center of Your Estate Plan

When one creates an estate plan, a “simple” Last Will and Testament (LWT) is frequently the document that first comes to mind. The concept of creating and funding a trust, […] Read more »

Considering St. Augustine School for a Catholic Education, For one Family the Decision was as Simple as ABC…

Ossining’s St. Augustine Catholic School is now enrolling for its’ 26-27 school year.  If you’re considering a Catholic education at St. Augustine School, allow me to share our family’s process […] Read more »

Remember the Alamo! (And The NY Estate Tax)

The passage of the One Big Beautiful Bill Act in July 2025 permanently increased the federal estate and gift tax (FEGT) exemption to $15M per person beginning on January 1, […] Read more »