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Do You Know the Difference between a Stockbroker and an Investment Advisor? The SEC Knows

Posted on June 25, 2019

Few understand the difference between an investment advisor and a stockbroker. The difference is substantial. An investment advisor is a fiduciary; this means they have a legal and ethical duty of primary loyalty to their clients. The interests of their clients are paramount. Investment advisors receive a fee based on a percentage of the value […]

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Elder Law Update: Last Year for Couples to Use ‘Claim Now, Claim More Later’ Social Security Strategy

Posted on February 6, 2019

This is the last year that spouses who are turning full retirement age can choose whether to take spousal benefits or to take benefits on their own record. The strategy, used by some couples to maximize their benefits, will not be available to people turning full retirement age (FRA) after 2019. The claiming strategy — […]

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Start 2017 Off Right – Estate Planning with an Eye to Retirement

Posted on February 1, 2017

You know this: people spend more time planning vacations than they do their finances or retirement. The beginning of the new year is an excellent time to take a comprehensive review of what you have—both assets and liabilities—to prepare for the year ahead and any financial milestones or challenges you are facing, from marriage, divorce, […]

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Recent Posts

  • Scott B. Silverberg, Esq. Elected President New York Chapter Of National Academy Of Elder Law Attorneys (NAELA)
  • SECURE 2.0 Opens Door for Qualified Longevity Annuity Contracts (“QLAC”)
  • Scott B. Silverberg Keynote Speaker at the 24th Annual Elder and Disability Law Symposium
  • Thinking About Getting A Shingles Vaccination – Don’t Do it Now
  • Medicare Enrollment Season: What You Need to Know Now

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Return home Law Offices of Stephen J. Silverberg, PC
Call our office 516.307.1236
View our profile on FacebookView our feed on TwitterView our firm profile on LinkedIn
  • Home
  • The Firm
    • Stephen J. Silverberg, Esq.
    • Scott B. Silverberg, Esq.
    • Robin Hack
    • Attorney Referrals
    • Client Testimonials
    • Why Do I Need a Certified Elder Law Attorney?  
  • Practice Areas
    • Trusts & Estate Planning
    • Estate Administration
    • Elder Law
    • Medicaid Planning
    • Medicaid Asset Protection Trust (MAPT)
    • Business Planning
    • Special Needs Planning
    • Asset Protection
    • Estate Litigation
    • Unmarried Couples/Families
    • Charitable Planning
    • Guardianship
  • Blog
  • FAQs/Resources
    • How Do You Probate a Will?
    • Estate Planning FAQs
    • Elder Law FAQs
    • Estate Planning Resources
  • Contact Us
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  • Home
  • The Firm
    • Stephen J. Silverberg, Esq.
    • Scott B. Silverberg, Esq.
    • Robin Hack
    • Attorney Referrals
    • Client Testimonials
    • Why Do I Need a Certified Elder Law Attorney?  
  • Practice Areas
    • Trusts & Estate Planning
    • Estate Administration
    • Elder Law
    • Medicaid Planning
    • Medicaid Asset Protection Trust (MAPT)
    • Business Planning
    • Special Needs Planning
    • Asset Protection
    • Estate Litigation
    • Unmarried Couples/Families
    • Charitable Planning
    • Guardianship
  • Blog
  • FAQs/Resources
    • How Do You Probate a Will?
    • Estate Planning FAQs
    • Elder Law FAQs
    • Estate Planning Resources
  • Contact Us