|
As a result of the enactment of the One Big Beautiful Bill Act (OBBBA) on July 4, and the Achieving a Better Life Experience (ABLE) Age Adjustment Act of 2022, ABLE accounts for those with disabilities will be enhanced and available for a larger...
more
By Anthony J. Enea
|
10/31/25
|
|
|
One of the issues that commonly arises when engaging in estate planning for a client is whether it is better to utilize a joint Revocable Living Trust or two separate Revocable Living Trusts for a married couple.
The answer is relatively easy if...
more
By Anthony J. Enea
|
10/31/25
|
|
|
Before addressing 529 Plans and/or trusts for education and related savings, let me begin by saying I am reluctant to recommend a UTMA (Uniform Transfer to Minors Act) account as a means for saving for the education of a child and/or grandchild,...
more
10/30/25
|
|
Estate planning today must include a plan for your digital footprint — the never-ending trail of online accounts, files, photos and information you leave behind.
If you are anything like me, your digital footprint is dilapidated at best and...
more
BY LAUREN ENEA
|
10/30/25
|
|
|
One of the most common concerns clients have about transferring a home that is subject to a mortgage to an inter vivos trust (a trust created during one’s lifetime) is whether doing so will trigger the due-on-sale (“DOS”) clause of the...
more
Anthony J. Enea
|
8/13/25
|
|
Yorktown Funeral Home, a family-owned establishment in Shrub Oak, remains a trusted source of comfort and support for families during their time of loss. Committed to providing dignified, professional, and highly personalized services, the funeral...
more
7/26/25
|
|
As families prepare for the demanding months ahead, finding reliable, in-home support for aging loved ones becomes more important than ever. Since 2015, Caring Hearts and Hands LLC in Yorktown has provided dependable, non-medical...
more
7/26/25
|
|
1. I am allowed to gift $19,000 to each of my children this year without filing a gift tax return under the IRS’s Annual Exclusion:
Yes, the IRS allows you to gift $19,000 per person without filing a gift tax return, but the IRS...
more
7/26/25
|
|
Turning 65 often comes with a flood of Medicare advertisements, many of them confusing and overwhelming. With more people working past age 65, it’s not always clear whether you should stay on your employer’s health plan or switch to a Medicare...
more
7/25/25
|
|
Are adults too old for summer camp?Those carefree summer camp adventures of childhood are indeed available for grown-ups from the outdoor enthusiast to the artistic-minded. Multi-day camps offer …
more
Kim Kovach
|
5/30/25
|
|
Westchester County, N.Y. -- The holiday season is a time for family togetherness, gratitude, and giving, making it the perfect opportunity to consider generational gifting as an estate planning …
more
Kelly Lee
|
12/21/24
|
|
The Osborn in Rye held a special on-campus Alzheimer’s Walk on October 1, raising $9,000 for the Alzheimer’s Association®. The Walk has a special significance at the senior …
more
Leslie Wells
|
10/9/24
|
|
Assemblyman Matt Slater (R,C-Yorktown) recently hosted a highly successful Senior Resource Event, bringing together local seniors, families, caregivers, and a wide range of service providers to help …
more
Office of Assemblyman Matt Slater
|
9/27/24
|
|
LEWISBORO, N.Y. - On Wednesday, July 30, the Lewisboro Seniors had a visit from our Town Supervisor, Tony Goncalves.
Mr. Goncalves informed member about the possibility of …
more
Gail Kraljevic - President, The Lewisboro Seniors
|
8/22/24
|
|
LEWISBORO, N.Y. - Let me start by thanking Alison Biddle for arranging lunch for our seniors every Wednesday. Even though she lost her bid for a seat on the Lewisboro Town Board she has remained …
more
Gail Kraljevic
|
6/16/24
|
|
In the quest to unravel the mysteries of longevity and well-being, researchers have long been captivated by the phenomenon of blue zones—regions around the world where residents not only live …
more
Maplewood Senior Living
|
6/4/24
|
|
Assemblyman Matt Slater (R,C-Yorktown) hosted the Putnam County Office of Senior Resources Director Michael Cunningham and Irene Pawliczko, along with honorees Jimmy and Patty Rathschmidt from United …
more
Office of Assemblyman Matt Slater
|
5/17/24
|
|
WESTCHESTER COUNTY, N.Y. -- For many seniors aging in place, the idea of bringing a stranger into their home to provide care may be an uncomfortable one. Westchester County elder law attorney …
more
Michelle Lauricella
|
4/1/24
|
|
Recognized as one of the "Best Nursing Homes in New York State" for eleven consecutive years by U.S. News & World Report, Wartburg has earned a reputation for excellence in senior …
more
Vim Wilkinson
|
3/19/24
|
|
LEWISBORO, N.Y. - Now that the holidays are over and we are all stuffed from the wonderful meals, desserts, and presents, we can all reflect on what the holidays mean.
We are all …
more
Gail Kraljevic
|
3/16/24
|