Musician, songwriter, and poet Lou Reed relied on a last will and testament, which he signed sometime in April 2012. It was a 34-page will, and all the details were made public as follows: There were two co-executors of Reed's…
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was part of the spending bill legislation passed by Congress in 2020. It was followed by the SECURE Act 2.0, which expanded the law designed to increase retirement…
How do you get the Social Security Administration (SSA) to listen to you when you act on behalf of a loved one? Good question! Recently, one of our clients wanted to change the home address for her husband, who couldn't…
When the “Queen of Soul,” Aretha Franklin, passed away in August 2018, her four sons filed paperwork with the Oakland County Probate Court in Michigan indicating that she passed away without a will. Since there were no estate planning documents…
Medicaid Managed Long-Term Care Providers (MLTCs) came into existence as part of the NYS Medicaid redesign—an attempt by NYS to provide quality care under the Medicaid program while controlling costs. MLTC plans are in place to help care for the…
As an estate planning attorney in New York, I have often thought that estate plans are like a puzzle. In order to have a comprehensive estate plan, you need to have all the puzzle pieces that relate to your life goals, and…
A Durable Power of Attorney (DPOA) is a legal document allowing a person (referred to as the principal) to delegate authority related to legal and financial matters to another person or persons (referred to as the agent). Durable powers of attorney are…