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Law Offices of Kobrick and Moccia

Long Island Estate Planning Attorneys

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Home » BLOG

BLOG

“Last Will and Testament” Origin

April 1, 2021 by Anthony Moccia

Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more. … [Read more...] about “Last Will and Testament” Origin

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, trust, will

Do I Need a “Durable” Power of Attorney?

April 2, 2020 by Anthony Moccia

Harrison estate planning lawyers

Although every estate plan is as unique as the individual who creates the plan, there are some common documents that tend to be found in the average estate plan. A power of attorney is one of those. You probably have some idea what a power of attorney is and how one works; however, do you know what a “durable” power of attorney is and do you need to include one in your estate plan? The Harrison estate planning lawyers at the Law Offices of Kobrick & Moccia explain a “durable” power of … [Read more...] about Do I Need a “Durable” Power of Attorney?

Filed Under: Powers of Attorney

Joint Tenancy Pros and Cons

March 31, 2020 by Anthony Moccia

Joint Tenancy Pros and Cons

Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more. Joint Tenancy Pros and Cons … [Read more...] about Joint Tenancy Pros and Cons

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, joint tenancy

Planning for the Sandwich Generation

March 26, 2020 by Anthony Moccia

Planning for the Sandwich Generation

The Sandwich Generation is torn between caretaking responsibilities for their minor children and their elderly parents. But first, they need to make sure they take care of themselves. Read on to learn more. Planning for the Sandwich Generation … [Read more...] about Planning for the Sandwich Generation

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, powers of attorney, revocable trusts, Sandwich Generation

Best Places to Retire: State Taxation

March 24, 2020 by Anthony Moccia

Best-Places-to-Retire-State

You owe federal income tax wherever you live.  But your overall tax burden can vary dramatically depending on where you live.  Read on to learn more. Best Places to Retire: State Taxation … [Read more...] about Best Places to Retire: State Taxation

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Social Security, state income tax

Whom Do You Want to Get Your Assets?

March 19, 2020 by Anthony Moccia

men writing on paper

Most of us have an idea whom we’d choose to receive our assets at our death.  But often we don’t contemplate what should happen if the people whom we’ve selected die before us.  Read on to learn more about contingent beneficiaries. Whom Do You Want to Get Your Assets?   … [Read more...] about Whom Do You Want to Get Your Assets?

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, Estate Planning, ultimate

Beneficiary Designations and Other Non-Probate Transfers

March 17, 2020 by Anthony Moccia

men writing on paper

Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers

Filed Under: Estate Planning, Legal Education Tagged With: bank accounts, brokerage accounts, Estate Planning, IRA, life insurance, retirement plan

Preparing for Coronavirus

March 12, 2020 by Anthony Moccia

Coronavirus

The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn what steps you can take to prepare yourself and help prevent its spread. Read on to learn more. … [Read more...] about Preparing for Coronavirus

Filed Under: Estate Planning, Legal Education Tagged With: Coronavirus, Covid-19, Estate Planning, Estate Planning Education, Law Firm Software, Law Firm Systems, Law Firm Technology, Law Practice Management, Legal Education, Practice Building Strategy, Steve Hartnett

How Can a Geriatric Care Manager Help You?

March 10, 2020 by Anthony Moccia

Harrison elder law attorney

Are you caring for an aging parent or grandparent? If so, you already understand how difficult it can be to provide quality care while still trying to focus on your own career and/or immediate family. A geriatric care manager may be the solution. A Harrison elder law attorney at the Law Offices of Kobrick & Moccia explains how a geriatric care manager can help family caregivers. Caregiver Facts and Figures If you are the primary caregiver for an elderly parent (or other loved one), it may … [Read more...] about How Can a Geriatric Care Manager Help You?

Filed Under: Elder Law

What Is the Difference between Estate Planning and Legacy Planning?

March 3, 2020 by Anthony Moccia

Hauppauge estate planning lawyer

You likely understand the need for comprehensive estate planning and the importance it plays in your life. You may not, however, be familiar with the concept of legacy planning. Legacy planning lets you leave behind much more of who you are and what made you the person you are today. A better understanding of how you can benefit from legacy planning is the best way to convince you of its importance. Toward that end, a Hauppauge legacy planning attorney at the Law Offices of Kobrick & Moccia … [Read more...] about What Is the Difference between Estate Planning and Legacy Planning?

Filed Under: Estate Planning

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1305 Franklin Avenue Suite 170
Garden City, NY 11530
United States (US)
Phone: (516) 248-9500
Fax: (516) 248-7606

HAUPPAUGE

150 Motor Parkway Suite 401 (Regus)
Hauppauge, NY 11788
United States (US)
Phone: (631) 941-3400
Fax: (516) 248-7606

HARRISON

600 Mamaroneck Avenue, 4th Floor
Harrison, NY 10528
United States (US)
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