• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Law Offices of Kobrick and Moccia

Long Island Estate Planning Attorneys

ESTATE, TRUST PLANNING &
ELDER LAW INFORMATION CENTER

Call Now: (800) 295.1917

  • Attend Our Free Webinars
  • Home
  • Our Firm
    • About Our Firm
    • Client Testimonials
    • Meet Our Team
  • Services
    • Blended Family Planning
    • Elder Law
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration
  • Elder Law
    • Coping With Alzheimer’s
    • Guardianship
    • Medicaid Planning
    • Nursing Home Planning
  • Resources
    • Articles
    • Elder Law Resources
      • Commack Elder Law
      • Elder Law Reports
      • Harrison Elder Law
      • Hauppauge Elder Law
      • Rockville Centre Elder Law
      • White Plains Elder Law
    • Estate Planning Definitions
    • FREE Estate Planning Worksheet
    • FREE Seminars
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Families Without an Estate Plan
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Medicaid
      • Probate
      • Trust Administration
      • Trust Administration & Probate
      • Wills and Trusts
    • Is My Estate Plan Outdated?
    • Legacy Wealth Planning Consultation Form
    • Medicaid Resources
    • Probate Resources
      • Harrison Probate
      • Hauppauge Probate
      • Long Island Probate
    • Probate Checklist
    • Special Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
    • Top Estate Planning Techniques
  • Communities We Serve
    • Nassau County
      • Garden City
      • Lynbrook
      • Malverne
      • Rockville Centre
    • Suffolk County
      • Commack
      • Dix Hills
      • Hauppauge
      • Nesconset
      • Smithtown
    • Westchester County
      • Harrison
      • Mamaroneck
      • Rye Brook
      • White Plains
  • Webinars
  • BLOG
  • Reviews
    • Our Reviews
    • Review Us
  • Contact Us
Home » Retirement Planning

When Should I Start Accepting Social Security Retirement Benefits?

August 22, 2019 by Anthony Moccia

Harrison retirement planning attorneys

Throughout your working years your retirement plan and your estate plan may remain completely separate plans. As you near retirement age, however, it become more and more important to blend those two plans to ensure that they work together in harmony. One important decision you will need to make is when to begin accepting retirement benefits. To help you decide when to start accepting them, the Harrison retirement planning attorneys at the Law Offices of Kobrick & Moccia explain the Social … [Read more...] about When Should I Start Accepting Social Security Retirement Benefits?

Filed Under: Retirement Planning

Top 5 International Retirement Destinations

July 2, 2019 by Anthony Moccia

Harrison retirement planning

Is retiring outside of the United States an option for you? If so, you are not alone. The ex-pat communities throughout the world are numerous, and growing larger every year as more and more Americans recognize the advantages of retiring abroad. Retiring abroad can certainly be enjoyable; however, to make sure it is safe and economical you need to do your homework well ahead of time. To help you, the Harrison retirement planning attorneys at the Law Offices of Kobrick & Moccia discuss the … [Read more...] about Top 5 International Retirement Destinations

Filed Under: Retirement Planning

Retirement Planning–Your Destination Matters More than You May Realize

April 24, 2018 by Anthony Moccia

retirement

Retirement planning for most people seems to begin the moment they enter the workforce. For many years, that planning will likely focus almost entirely on building the financial resources to live comfortably during your retirement years. As you near retirement age, however, you need to start thinking about something else that will have a significant impact on both your retirement budget and your quality of life – your retirement destination. Retirement Planning Considerations Retirement … [Read more...] about Retirement Planning–Your Destination Matters More than You May Realize

Filed Under: Retirement Planning

Planning for Retirement

April 27, 2017 by Anthony Moccia Leave a Comment

Planning for retirement involves gaining an understanding of approximately what your expenses will be in the future. This is somewhat challenging, and one factor that is quite relevant is your life expectancy. As we all know anything could happen to anyone at any time.  However, you can look at the statistics to gain an idea with regard to probabilities as you are planning ahead toward the future. When you do examine the facts one thing will certainly stand out: People are living longer … [Read more...] about Planning for Retirement

Filed Under: Estate Planning, Financial Planning, Retirement Planning Tagged With: Estate Planning, financial planning, Retirement Planning

Retirement Tax Planning

November 9, 2016 by Anthony Moccia

Retirement Tax Planning

Creating a comprehensive estate plan requires you to do much more than simply decide who will receive your estate assets when you are gone because a comprehensive estate plan can accomplish much more than that. For example, a well thought out estate plan should also help your assets grow while you are alive, protect you in the event of your own incapacity, and continue to provide for loved ones once you are gone. Another component of a comprehensive estate plan is retirement planning. In order … [Read more...] about Retirement Tax Planning

Filed Under: Retirement Planning

Retirement Planning – How Much Will I Get from Social Security?

December 9, 2015 by Anthony Moccia Leave a Comment

Although the days of being able to completely depend on Social Security benefits to take care of you during your “Golden Years” are long gone, Social Security benefits may still play a central role in your retirement planning. As such, you are probably wondering “ How much will I get from Social Security when I retire?” Unfortunately, it is difficult to know with complete certainty what you will receive when you reach retirement age; however, it is possible to estimate your benefits. A better … [Read more...] about Retirement Planning – How Much Will I Get from Social Security?

Filed Under: Retirement Planning

Guardianship Process in New York

May 19, 2014 by Anthony Moccia Leave a Comment

Guardianship Process in New York from Saul Kobrick Americans are living longer; however, the longer an elderly family member or loved one lives, the greater the chance that he or she will suffer from some form of age-related dementia. Learn more about guardianship process in New York in this presentation. … [Read more...] about Guardianship Process in New York

Filed Under: Elder Law, Retirement Planning Tagged With: guardianship, guardianship process, guardianship process in new york

Speaking of End of Life Choices

January 8, 2014 by Anthony Moccia Leave a Comment

It is incredibly difficult to raise the topic of end of life considerations. At some point, someone will have to broach the subject, even if Mom or Dad have already made all of the necessary arrangements. It’s far different than retirement topics; these conversations have to do with funeral and burial arrangements, do not resuscitate orders, powers of attorney for medical decisions – the really tough topics. If you think about it and the mindset we’re in when we plan for retirement, it’s one … [Read more...] about Speaking of End of Life Choices

Filed Under: Advance Healthcare Directives, Powers of Attorney, Retirement Planning Tagged With: advance directives, Advance Health Care Directives, advance planning, Asset Protection Planning, Creating a Will, Elder Law, Estate Planning, HIPAA, Living Trusts, Long Term Care, Retirement Planning

Sure Your Estate Plan is Current?

October 11, 2013 by Anthony Moccia Leave a Comment

Many may recall the 2009 lawsuit, filed by a Texas woman whose father died in a car crash in 2001, against his employer. The case, KENNEDY V. PLAN ADMINISTRATOR FOR DUPONT SAVINGS AND INVESTMENT PLAN, 555 U.S. 285, was filed because William Kennedy's daughter, Kari Kennedy, felt as though the $402,000 savings and investment plan proceeds should not have gone to her mother. Her parents divorced decades earlier and Kennedy argued her mother, Liv, had signed a general waiver divesting, or … [Read more...] about Sure Your Estate Plan is Current?

Filed Under: Estate Planning, Financial Planning, Retirement Planning Tagged With: dupont, employee retirement income security act, erisa, estate plan, Estate Planning, executrix, qualified domestic relations order, savings and investment plan, sip, william kennedy

Where Did the Check Go?

July 3, 2013 by Anthony Moccia Leave a Comment

How will your family pay the bills after you die? In the big picture you surely have an estate plan that lays out who will benefit from your estate. If all of your assets are distributed by a will, probate can be delayed by unforeseen circumstances. Do you have enough cash on hand until the life insurance check arrives? Your financial institution is duty bound to return any payments made to you after you die from federal programs that pay you earned benefits. This is one of the stipulations … [Read more...] about Where Did the Check Go?

Filed Under: Estate Planning, Retirement Planning Tagged With: Estate Planning, financial planning, social security checks

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to Next Page »

Primary Sidebar

Law Offices of Kobrick and Moccia

Download our free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • LinkedIn
  • RSS
  • Twitter

GARDEN CITY

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)
Phone: (914) 701-0777
Fax: (516) 248-7606

MAP

kobrick_sidbr_map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

footer-logo
  • Facebook
  • LinkedIn
  • Twitter

The information on this Attorneys & Lawyers / Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Kobrick and Moccia, Attorneys at Law. Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys

Law Offices of Kobrick and Moccia
Attorney Advertisement
© 2023 American Academy of Estate Planning Attorneys, Inc.