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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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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2025 Required Minimum Distribution Deadline is Near – What You Need to Know Right Now
This is the time of year to start planning for RMDs unless you are taking them automatically. If you haven’t taken an RMD in 2025 and don’t need funds to cover living expenses, you may want to wait until December. That’s because if your RMD covers your entire tax bill, you can avoid quarterly estimated […]
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