Whether you are a senior yourself, or you have a loved one who is, the threat of elder abuse is a very real concern. When you think of elder abuse, however, you should not limit your focus to physical or emotional abuse because financial abuse is actually the most common form of elder abuse –and the perpetrators are getting more and more sophisticated with their schemes. As a recent news article discusses, federal investigators are currently investigating an elder abuse scam in New York that … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This fourth article in the series looks at testamentary capacity. Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at fraud. Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud … [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way. Tax Planning for 2020 … [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their own homes. If you wish to be cared for and die in your own home, it’s especially important to have a plan in place to facilitate that choice. Read on to learn more. How Will You Age in Place and Be Able to Die at Home? … [Read more...]
Getting Together with Family for the Holidays
The holidays are a special time with family and friends. You can take the opportunity to check on elderly loved ones. It’s also a great time to discuss planning. Read on to learn more. Getting Together with Family for the Holidays … [Read more...]
What Should I Do with My Estate Planning Documents?
Collectively, the documents that make up your comprehensive estate plan will likely be among the most important documents you ever create during your lifetime. Given how important they are, once they are prepared and ready to be utilized when necessary, what should you do with them? A Hauppauge estate planning attorney at the Law Offices of Kobrick & Moccia explains what you should – and should not – do with your estate planning documents. Common Estate Planning Documents Your estate plan … [Read more...]
Why Estate Planning Is So Important for Unmarried Couples
Are you in a committed relationship but have elected to forego legal marriage? If so, you are hardly alone. In recent decades, more and more people have chosen to put off marriage until they are much older, or to never marry at all. That doesn’t mean that they are not in a committed, life-long relationship though. If that describes your situation, a Harrison estate planning lawyer at the Law Offices of Kobrick & Moccia explains why estate planning take on a heightened importance for couples … [Read more...]
How to Be a Long-Distance Caregiver
There was a time when a family would typically remain within a fairly small geographical area for generations. Moving far away from your extended family was simply not commonly done. Today, however, it is the norm to live hundreds, even thousands, of miles away from even your close family members. Advances in technology make keeping in touch much easier; however, providing care for an elderly loved one remains difficult from far away. For those who are struggling to do just that, a Harrison … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.” Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence … [Read more...]
