Seniors & Active Adults
41 results total, viewing 21 - 40
Recently, I was fortunate enough to visit Disney World with close friends, my husband and two children (ages 5 and 3), and though I REALLY tried not to think about work, I couldn’t help but imagine what a masterful estate planner Walt Disney would... more
The Feller Group, P.C., can help families plan legacies thoughtfully, protecting both assets and loved ones. more
For one reason or another, I have come to discover that many members of the general public believe that if they have executed a Health Care Proxy (HCP) or a Living Will (LW), that they are the same as a Do Not Resuscitate Order (DNR). However,... more
When it comes to estate planning, misinformation can lead to costly and stressful mistakes. At The Feller Group, these are some of the most common myths we hear from seniors and families—let’s clear them up. Myth #1: “I don’t need a will... more
Obviously, the death of a loved one creates a tremendous amount of stress and pressure on their surviving family and friends. It is an emotional period of time when many issues need to be addressed, including preparing for the wake, burial,... more
Parents, grandparents and loved ones often make promises and/or express their desire to leave specific items of tangible personal property (furniture, artworks, jewelry, clothing, cars, watches, etc.) to a child, grandchild, loved one or friend in... more
With SNAP benefits affected by the federal government shutdown, the Putnam County Legislature voted unanimously to approve the county executive’s emergency proposal to support local food-assistance programs more
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
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
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
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
PATTERSON, N.Y.—Assemblyman Matt Slater will host his third annual Senior Resource Fair on Tuesday, Oct. 14, at the Patterson Recreation Center, connecting older adults and caregivers with local and state services from 10 a.m. to noon. The event... more
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
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
 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
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
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
NORTH SALEM, N.Y. - North Salem’s brand-new seniors van is more than just a ride, it’s opportunity on wheels.Access to essential services is incredibly important to older adults who don’t … more
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
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
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