For millions of Americans caring for disabled children, aging parents, or loved ones with developmental disabilities, Medicaid-funded home and community-based services are not a luxury. They are a lifeline. These programs allow family caregivers to provide care at home while receiving compensation for the physically and emotionally demanding work they perform every day. For many […]
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A New Era for ABLE Accounts: Why the 2026 Changes Matter
For families navigating the financial realities of disability, planning has often felt like walking a tightrope. Save too much money, and a loved one could lose access to essential public benefits. Spend too quickly, and long-term financial stability becomes harder to achieve. For years, many individuals with disabilities have faced an impossible choice between financial […]
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Spring Holiday Wishes from The Law Office of Stephen J. Silverberg
This year Passover and Easter holidays are within the same week, and so we are sending our best wishes to all of our friends, colleagues and family members. Whether you are celebrating Passover, Easter or the Spring Equinox, we hope this holiday finds you surrounded by those you love and the joys of the spring […]
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Stephen J. Silverberg Presents CLE Webinar on the Paralegal Role in New York Trust and Estate Practice
Elder law attorney Stephen J. Silverberg recently served as a featured speaker for a Continuing Legal Education (CLE) webinar hosted by HalfMoon Education on March 10. The program, New York Trust and Estate Practice for Paralegals, brought together a distinguished panel of attorneys to discuss the procedures, responsibilities, and best practices involved in New York […]
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More Good News: New York State Updates How Legal Documents Are Served
Recent updates to Surrogate’s Court Procedure Act (SCPA) § 307 now allows service by mail on New York residents. This brings Surrogates Court in line with all other courts in New York. It represents a meaningful modernization of how legal documents may be served in Surrogate’s Court proceedings.
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What Estate Planning Attorneys Wish Clients Knew About AI
We live in a moment where artificial intelligence is woven into nearly every corner of daily life. People are using AI to plan vacations, write wedding vows, edit novels, brainstorm business ideas, and even redesign their homes. These tools are fast, friendly, and capable. It’s no surprise that many people wonder: If AI can do […]
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There’s Not Much Time Left, but You Can Still Make These Moves before December 31, 2025
Significant changes to the One Big Beautiful Bill Act (OBBBA) take effect on January 1, 2026. There’s little time, but if you act fast, you might benefit: Charitable giving tax rules are changing. Only taxpayers who itemize can deduct charitable gifts exceeding 0.5% of ADI. If you already know which organizations you want to support, […]
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Year-End Estate Planning Wrap-Up
As the year draws to a close, it’s worth taking a step back to assess the legal framework that governs how your assets will be managed during life and transferred at death. Many financial and tax-related decisions, including retirement account contributions, charitable gifts, and certain trust funding activities must be completed by December 31 to […]
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Open Enrollment Season is Here – What You Need to Know Right Now
It’s Medicare season, when the millions of Americans enrolled in Medicare plans are allowed to make changes to their plans. These opportunities are limited and this year presents some new challenges. Big Medicare insurance companies are dropping plans, trimming benefits and increasing deductibles. You’ll want to do the homework to make sure you’re getting the […]
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What is the Retirement Rule of $1 More?
Some limits and deadlines have wiggle room, but IRS rules, especially those regarding retirement rules, aren’t among them. The “retirement rule of $1 more” refers to the costly situations created when an increase, even by as much as $1, can trigger tax consequences or increase Medicare costs. Want to avoid crossing this expensive line? Here’s […]
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