For many affluent New Yorkers, the ideal retirement blueprint is straightforward: establish a primary residence in sunny, tax-free Florida while keeping a smaller property in New York—a city condo or a house in the suburbs to maintain a foothold for family visits and theater weekends. On paper, the strategy seems flawless. Florida has no state […]
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The Easiest Way to Destroy Your Estate Plan and Stress Your Family at the Same Time
After nearly forty years of work, Ed Lyon had a healthy TIAA retirement account through his employer, the University of Chicago. The respected urologist wanted his account to go to his 36 grandchildren. After seven years, the funds still have not been distributed. The trustee says TIAA has told them the proper paperwork was not […]
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New Coverage for GLP-1 Medications by Medicare: Update
Starting in July, Medicare is launching a pilot program that will offer older Americans the chance to receive these drugs for as little as $50 a month to treat obesity. Medicare Part D covers some GLP-1 medications for diabetes, cardiovascular disease, and sleep apnea, but in the past, Medicare didn’t cover weight-loss prescriptions. The $50 […]
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Done with Your Taxes? Estate Planning Should Be Next
Finished your taxes? Now is the ideal time to review your estate plan. Learn why estate planning should follow tax season and how to protect your assets, family, and legacy.
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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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The Medicare Advantage Open Enrollment Door is About to Close
Did you choose a Medicare Advantage (MA) plan during the open enrollment period and are disappointed with the coverage? The good news is the law is on your side. You have until March 31 to enroll in a different MA plan or return to traditional Medicare (TM). The healthcare and insurance landscape has changed considerably. […]
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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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Important Change to Medicaid: Finally, Some Good News for Families Planning for Long-Term Care
Every so often there is a change in the Medicaid rules that makes life a little easier for older adults and their families. This is one of those moments. A recent federal rule change, now formally adopted by New York State, has eliminated a long-standing and often frustrating requirement in the Medicaid eligibility process. For […]
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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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