Brian A. Raphan, Esq.
10 Really Good Reasons to Create an Estate Plan Now
Estate Planning is for everyone regardless of their net worth. Below are 10 prudent reasons to create an estate plan now.
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Brian A. Raphan, Esq.
- Jul 8, 2022
- 3 min
Why your Medicaid Application should be entrusted to an Elder Law Attorney:
Via NYS BAR ASSOCIATION What Is Medicaid? Medicaid is the government funded program through which many persons receive care at home or...
Brian A. Raphan, Esq.
- Jun 22, 2022
- 2 min
Sister’s Credible Testimony Is Enough to Prove Medicaid Applicant’s Transfers to Her Were for Living
Reversing a decision by the Medicaid agency, a New Jersey appeals court holds that a Medicaid applicant’s sister’s credible testimony...
Brian A. Raphan, Esq.
- Nov 1, 2021
- 1 min
Update: Medicaid Deadline is approaching. Don't lose out.
Essentially, free home care services!
There is an important deadline coming up for New Yorkers: March 31, 2022. When the...
Brian A. Raphan, Esq.
- Aug 10, 2021
- 2 min
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as beneficiary can have consequences...
Brian A. Raphan, Esq.
- Jul 9, 2021
- 2 min
Giving Your Home to Your Children Can Have Tax Consequences
Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have
Brian A. Raphan, Esq.
- Mar 1, 2021
- 1 min
Update: New Remote Notary & Medicaid Deadlines
There are two important deadlines coming up for New Yorkers: July 5th, 2021, and January 1st, 2022.
Remote Notarization of documents and ...
Brian A. Raphan, Esq.
- Nov 5, 2020
- 10 min
How to financially plan for an Alzheimer’s or Dementia diagnosis
To help those who have been diagnosed and their families plan for future expenses, below is a guide which discusses the legal and...
Brian A. Raphan, Esq.
- Mar 2, 2020
- 3 min
An Estate Fight May Be Coming Over Ric Ocasek’s Estate
Ric Ocasek's Estate. Under New York law, if her elective rights are upheld, Porizkova would be entitled to one-third of all estate assets...
Brian A. Raphan, Esq.
- Apr 10, 2019
- 2 min
Proving That a Transfer Was Not Made in Order to Qualify for Medicaid
Medicaid law imposes a penalty period for unqualified transfers.
Brian A. Raphan, Esq.
- Aug 4, 2018
- 4 min
Did You Know Choosing Retirement Account Beneficiaries Can Have Tax Implications?
Retirement Account Beneficiaries & Tax Implications
Brian A. Raphan, Esq.
- Jun 17, 2018
- 2 min
Careful…Gifting To Family Can Affect Medicaid Eligibility
Any transfer that you make, however nominal, may be scrutinized. - Matthew S. Raphan, Esq.
Brian A. Raphan, Esq.
- Jun 13, 2018
- 4 min
Anthony Bourdain Left Loved Ones In Limbo But The Heirs Will End Up Better Than Michael Jackson’s
Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to...
Brian A. Raphan, Esq.
- Jun 12, 2018
- 2 min
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...
Brian A. Raphan, Esq.
- Jun 7, 2018
- 7 min
Here’s 6 good reasons you should consider a trust…
Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and...
Brian A. Raphan, Esq.
- Feb 21, 2018
- 2 min
Stepmothers and Estate Planning: Who inherits?
Via Quentin Fottrell Dear Moneyologist, My dad passed away five years ago. He did leave a will on how he wanted his estate to be...
Brian A. Raphan, Esq.
- Feb 14, 2018
- 3 min
Ooops! Did you choose the wrong executor?
You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an...
Brian A. Raphan, Esq.
- Dec 12, 2017
- 4 min
10 Really Good Year-End Tax Tips
Via By Maryalene LaPonsie, Contributor With the end of the year looming, the window is quickly closing for taxpayers who want to minimize...
Brian A. Raphan, Esq.
- Sep 6, 2017
- 2 min
Be Aware of the Kiddie Tax Before Leaving an IRA to Children
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing...
Brian A. Raphan, Esq.
- Aug 31, 2017
- 2 min
State Properly Valued Sale of Medicaid Applicant’s Life Estate…
An Ohio appeals court rules that the state correctly valued the sale of a Medicaid applicant’s life estate using the specific state...
Important news for seniors and their families
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