Blog

Since I conceived of Safe Harbor Wills and Trusts 20 years ago, I have been an advocate of using trusts for an estate plan rather than simply a Last Will and Testament.  I built my business on the concept. One of the reasons for that position is seeing the unnecessary stress the costs and delays … Continued

As some of you may know, Marie, our Director of Operations, and I are members of Atticus Attorney.  Atticus is a national organization, serving only top law firms.  Its membership includes law firms in at least 45 of the continental United States.  Marie and I travel 4 times a year to learn about the latest … Continued

When you need help paying for unexpected medical expenses, such as home care, assisted living, or nursing home, Medicaid can help. This federal, which is administered by each state, was created to help people with low or fixed incomes and minimal assets afford medical treatment when they need it the most. While Medicaid was designed … Continued

If you have suffered through a medical emergency, you know how difficult recovery can be. In addition to the physical problems, concern over the cost of your hospitalization and ongoing care can be just as difficult to handle. As the cost of care has skyrocketed over the decades, many people have gone bankrupt trying to … Continued

As the cost of nursing home care has risen over the decades, many people have struggled to find ways to prepare for expensive care at a period in their lives where their income may be limited. While long-term care insurance does offer you some relief, it may not be the right option for you. Read … Continued

I cannot tell you how often those words by John Greenleaf Whittier come to life in my office each month. It may be senior citizens, previously too occupied with the hustle and bustle of life to take time to sit down to make their estate plan.  Suddenly, they have gotten some bad health news, and have finally … Continued

Medicaid can be an incredibly confusing program. From seemingly contradictory eligibility requirements to a variety of federal and state requirements, just knowing where to begin can be hard for anyone. In order to ensure your eligibility, it is a good idea to work with an experienced lawyer who understands the application process and can find … Continued

In 2000, I was the owner of a small, general practice law firm in my hometown of Phoenix, New York. I was the father of four children, one of whom was born six weeks premature in October of 2000. Due to those complications, my son was unable to go to daycare, so we made the … Continued

Hello to all! (However many of you “all” might encompass.)  This is my initial attempt at blogging on a more personal level (not as much lawyer stuff).  I will endeavor to post in the first person on regular intervals. Hopefully, it will be of interest to most of you, at least from time to time. … Continued

Your retirement should be the time in your life where you get to relax, where you get to spend time with the people that mean the most to you while you do the things that make you happy. Many people assume that as long as they have contributed to their retirement plan regularly and that … Continued