by evansfox | Sep 14, 2024
Hi, my name is Steve Bennett, and I am going to discuss a recent change in New York law that may impact your estate planning. Many clients want to know the best way to transfer real property to their children or other beneficiaries. There are many options including...
by evansfox | Sep 12, 2024
Caretaker child exception to the no gifting Medicaid rule? The exception allows elderly parents to transfer their home into the name of an adult caregiver child without violating rules about asset transfers during the five-year “look-back” Medicaid penalty period....
by evansfox | Jun 12, 2024
Hi Everyone, My name is Jerry Antetomaso, one of the attorneys at Evans Fox. Today in our monthly series I would like to make a couple comments on powers of attorney. First, make sure you have a good POA as part of your estate plan. Secondly, make sure you trust...
by evansfox | Oct 14, 2023
Plan for IRA and 401K distributions during your lifetime and when you pass. Maximize your gifts to charity in a tax efficient way. Hello, my name is Alex Anselment, an attorney here at Evans Fox. In this installation of our monthly video series, we will discuss...
by evansfox | Dec 12, 2022
MEDICAID – WHAT DOES THE 5-YEAR RULE REALLY MEAN? My name is Ken Kraus. I am one of the attorneys at Evans Fox. This is the second video in our new monthly series of varied topics. Today we will address the five-year rule in Medicaid planning....
