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Elder Law & Estate Planning

Elder Law & Estate Planning

Beyond the Dorm Room Checklist: Legal Planning for College Students

By: Amy C. O’Hara, Certified Elder Law Attorney Sending a child to college involves more than selecting courses, furnishing a dorm room, and purchasing a meal plan. There are also important legal documents that every family should consider before the semester begins: a power of attorney and a health care proxy. These documents may not…

As your life changes, your estate plan should be reviewed and updated to continue to reflect your goals and provide the protection you intend.
Elder Law & Estate Planning

How Often You Should Update Your Estate Plan

By: Jessica A. Saio, Esq. Creating an estate plan is one of the most important steps you can take to protect your family, preserve your assets, and ensure your wishes are honored. However, signing your documents does not mean the planning process is complete. As your life changes, your estate plan should be reviewed and…

At Littman Krooks LLP, we regularly guide individuals and families through one of the most critical, and often misunderstood, rules: the Medicaid five-year look-back period.
Elder Law & Estate Planning

Understanding New York’s Medicaid Five-Year Look-Back Rule

By Brian L. Miller, Esq., CELA Planning for long-term care in New York can feel overwhelming, especially when faced with the complexities of Medicaid eligibility. At Littman Krooks LLP, we regularly guide individuals and families through one of the most critical, and often misunderstood, rules: the Medicaid five-year look-back period. With nursing home costs in…

While AI can be a useful starting point for learning basic concepts, relying on it for estate planning advice can create significant and costly mistakes.
Elder Law & Estate Planning

Before You Ask AI for Estate Planning Advice: Understand the Risks

By: Amy C. O’Hara, Certified Elder Law Attorney Artificial intelligence has quickly become a popular tool for answering questions about everything from travel planning to home repairs. It is not surprising that many people are now turning to AI platforms for guidance on wills, trusts, powers of attorney, and other estate planning matters. While AI…

From an estate planning perspective, thoughtful preparation for an emergency hospitalization can reduce stress, protect your wishes, and ensure that your loved ones are able to help when you need them most.
Elder Law & Estate Planning

Planning for Emergency Hospitalizations: An Estate Planning Perspective

By Amy C. O’Hara, Certified Elder Law Attorney No one expects to be hospitalized suddenly. Yet accidents, unexpected illnesses, or medical crises can happen at any time. While we cannot control when emergencies occur, we can prepare for them. From an estate planning perspective, thoughtful preparation for an emergency hospitalization can reduce stress, protect your wishes,…

Understanding the warning signs of capacity gives you a framework to navigate the aging process with dignity and respect.
Elder Law & Estate Planning

Protecting Independence While Planning Ahead: Understanding Capacity in New York

By: Melissa L. Steinberg, Esq. When does “I’ve got it” quietly turn into “I might need help?” For many adult children, the shift isn’t obvious. It shows up in subtle ways: a missed payment, a confusing phone call, a new “friend” getting unusually involved. At the heart of these situations are questions of “capacity.” Understanding…

Planning for the future is not solely a legal task – it is an emotional journey that requires clarity, trust, and support.
Elder Law & Estate Planning

The Emotional Side of Planning for the Future and Why Support Matters

By Francesca Dumont According to a 2025 Pew Research Center study, only about 31% of Americans have a will or advance directive documents as part of their estate plans. This means that the majority of individuals have not put any formal estate plan in place for their future. Estate planning attorneys serve a dual role…

New York’s Medicaid rules are complex, and without proper planning, individuals and families can make costly mistakes that delay eligibility and unnecessarily deplete assets.
Elder Law & Estate Planning

The Five Biggest Medicaid Planning Mistakes — and How to Avoid Them

By: Brian L. Miller, Esq., CELA Planning for long-term care requires more than simply meeting Medicaid’s income and asset limits. New York’s Medicaid rules are complex, and without proper planning, individuals and families can make costly mistakes that delay eligibility and unnecessarily deplete assets. Whether you are planning in advance or facing an immediate need…

While co-fiduciaries can offer several advantages, there are also important drawbacks to consider.
Elder Law & Estate Planning

The Pros and Cons of Co-Fiduciaries in Estate Planning

By: Joel Krooks, Esq. In estate planning, a fiduciary is someone entrusted with managing another person’s assets and affairs, often serving as an executor, trustee, or power of attorney. Many individuals consider appointing co-fiduciaries—two or more people sharing fiduciary responsibility—to ensure a balance of perspectives and safeguard decision-making. Many clients express a desire to treat…

Disinheriting a family member is a sensitive and often emotional topic. It must be handled carefully.
Elder Law & Estate Planning

Disinheriting a Family Member from Your Estate Plan

By Amy C. O’Hara Disinheriting a family member is a sensitive and often emotional topic. It must be handled carefully. Many people assume that they are entirely free to leave their property to whomever they choose. However, New York law has specific rules that protect spouses and restrict the ability to disinherit them. Understanding who…