Listen to Lawrence…Joint Bank Accounts

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LISTEN TO LAWRENCE Dear clients and friends, Here are a few more of your comments/questions and my responses: COMMENT: “A possible future topic could be addressing the importance and timing of removing deceased parties from joint bank accounts and other legal documents. As a former banker, we often saw clients …

Listen to Lawrence: Answers to your questions

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Dear clients and friends, I join all of you in mourning the deaths of so many around us from the Coronavirus. People ask me if I knew anyone that died? The answer is yes, many. Fortunately, my immediate family and friends remain healthy, but my heart goes out to my …

Listen to Lawrence – Free Medicare Webinar

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LISTEN TO LAWRENCE Dear clients and friends, As you may know, for a long time we have been hosting mini-seminars in our conference room. While I sometimes speak myself, most of the speakers are from outside the law firm discussing many different subjects of interest for our clients. One of …

Listen to Lawrence: Tax Day Postponed

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Dear clients and friends, As I sit here at home today thinking about how much I wish things were back to normal, I remind myself that usually today, April 15th, would be tax day. As many of you know, (and perhaps some of you do not), tax day has been …

Listen to Lawrence…Corporate and High End Estate Planning

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Dear clients and friends, My partner, Larry Siegel, handles our corporate and high end estate planning practice. I asked him yesterday, “Taking into consideration the current exemptions for each, what advice would you give our more affluent clients who have taxable estates of over $5,850,000 in New York and over …

Listen to Lawrence – Small Estate DIY

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Dear clients and friends, I am really enjoying receiving your questions and sharing the answers with all of you. It is important that we stay connected during this upsetting time. Pass this information to your family and friends and please keep sending me more questions! Dear Lawrence, My elderly aunt …

How to Use Zoom for Consultations

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Here’s an answer to another client question: How are you conducting consults these days when we can’t come into your office? Good question. While a phone call can get the job done, nothing really beats a face to face meeting. Body language and eye contact improve communication greatly. Luckily, most …

Listen to Lawrence! New Medicaid Rules

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LISTEN TO LAWRENCE Dear clients and friends, I hope everyone had a safe weekend. As I reported to you last week, starting October 1st, New York will now impose a 2 1/2 year look-back for Medicaid home care applications. What does that mean? You already know that you have to …

Client Alert – NY State Allows Remote Notarization

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A MESSAGE TO OUR CLIENTS – SOME GOOD NEWS NEW YORK STATE ALLOWS REMOTE NOTARIZATION OF ESTATE PLANNING DOCUMENTS IN AN EFFORT TO GET YOUR DOCUMENTS DONE AT HOME! This pandemic has made many of us aware of the crucial need to BE PREPARED by having the proper estate planning …

CLIENT ALERT: THE SECURE ACT IMPACTS MOST ESTATE PLANS

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The SECURE ACT was passed by Congress and signed into law by the President on  December 20th,  2019, with an effective date of January 1, 2020.  The act makes significant changes to all retirement plan benefits, like 401ks, 403bs, all IRAs and all other retirement plans.  For the curious, the …

STEEP HIKES IN LONG TERM CARE PREMIUMS JOLTING MANY CONSUMERS

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Davis resident John Rundin is outraged that his insurer wants to raise the premium for his long-term care coverage by 60 percent, and he’s convinced that this sharp increase, paired with the company’s admonition about more hikes in future, is a harbinger that long-term care insurance is on its last …