Brian A. Raphan, Esq.
The Top 8 Medicaid Planning Mistakes
Avoiding the mistakes when planning for Medicaid can help save your family thousands of dollars.
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Brian A. Raphan, Esq.
- Jul 19
- 3 min
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.
Matthew S. Raphan, Esq.
- Jan 5
- 3 min
This month: Alzheimer's Today magazine, featuring an article by Matthew S. Raphan, Esq.
What a guardianship often lacks though, is guidance and decisions from the person it impacts the most—and the reason they are implemented is
Brian A. Raphan, Esq.
- Dec 8, 2021
- 1 min
The Covid pandemic has created a need to keep Wills and Estate Plans up-to-date.
The pandemic appears to have generated a bigger interest in estate planning, which includes a will and other legal documents that address...
Brian A. Raphan, Esq.
- Nov 26, 2021
- 2 min
Visiting Lawyer Services is extremely helpful for those who need a lawyer but can not leave home.
Visiting Lawyer Services is extremely helpful for those who need a lawyer but can not leave home.
Brian A. Raphan, Esq.
- Sep 17, 2021
- 3 min
You were appointed Executor…Now what?
Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration...
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.
- Sep 22, 2020
- 1 min
Top Ten Nursing Homes in New York
See the Top 10 List in New York from Caring.com> Of course, when considering a home for your loved one you should also consider factors...
Matthew Carmody, Esq.
- Aug 4, 2020
- 2 min
5 Estate Planning Tips for LGBTQ Couples.
"Lack of proper planning can be disastrous for your care if you become sick or incapacitated"
Brian A. Raphan, Esq.
- May 1, 2020
- 3 min
Why Not Just Use an Off-the-Shelf Power of Attorney Form?
There are many do-it-yourself power of attorney forms available; however, it is a good idea to have an attorney draft the form for you.
Brian A. Raphan, Esq.
- Apr 9, 2020
- 6 min
Check your Planning for the 'new world.'
As the COVID-19 pandemic continues to rapidly spread, and the stock market decline and volatility continue, our office has been extremely...
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.
- Nov 20, 2019
- 6 min
Make Reviewing Your Estate Plan One of Your New Year’s Resolutions
There are 5 Essential Documents that are the basis for good estate planning...
Brian A. Raphan, Esq.
- Aug 22, 2019
- 1 min
Q & A: Can the Creator of a Revocable Trust Make Whatever Changes She Wants Without Telling Anyone?
Q: If the creator of a revocable trust wants to make a beneficiary a co-trustee and make the current successor trustee a beneficiary,...
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 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...