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Law Offices of Kobrick and Moccia

Long Island Estate Planning Attorneys

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Home » Estate Planning

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

Estate Planning Conference Discusses SECURE Act and More

February 27, 2020 by Anthony Moccia

men writing on paper

The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...] about Estate Planning Conference Discusses SECURE Act and More

Filed Under: Estate Planning, Legal Education Tagged With: Choate, CRT, Estate Planning, IRA, retirement plan, Roth

Planning for the SECURE Act

February 11, 2020 by Anthony Moccia

men writing on paper

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...] about Planning for the SECURE Act

Filed Under: Estate Planning, Legal Education Tagged With: CRT, Estate Planning, IRA, retirement plan, Roth

The SECURE Act and What It Means for You

February 6, 2020 by Anthony Moccia

men writing on paper

The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. Read on to learn more. … [Read more...] about The SECURE Act and What It Means for You

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, IRA, retirement plan

Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

January 23, 2020 by Anthony Moccia

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...] about Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

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

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