IS YOUR ONLINE WILL VALID? With promises of producing the exact forms that you need, for an unbelievable price, and in a matter of minutes, it’s no wonder that many people are opting for online services for their estate planning needs instead of seeking advice from a qualified attorney. A Last Will and Testament can…




Estate Plan Exclusions The majority of estate plans that we prepare at our law firm leave assets to clients’ children in equal shares. Some clients make wills, and others create trusts. Some seek to keep assets protected from long-term care and nursing home costs or to minimize estate taxes. But generally the objective is to…




MEDICARE VERSUS MEDICAID IN THE NURSING HOME SETTING When we talk about Medicaid asset protection, I often hear from clients “but I already have Medicare,” or “I have money, so I’ll never qualify for Medicaid.” But in the context of chronic care, there’s a lot of nuance to these issues. Here are the key differences:…




REMOTE ONLINE NOTARIZATION MAKES A PERMANENT RETURN TO NEW YORK In March 2020, remote online notarization was introduced to New York as part of an array of gubernatorial Executive Orders to reduce the need for in-person meetings during the ongoing COVID-19 pandemic. The order permitted any documents that would require a standard in-person notary to…




WHAT NOT TO DO IN YOUR ESTATE PLAN We frequently discuss good estate planning practices in this column, but here are some things that you absolutely should not do when drafting your will or trust: Settle Scores With a limited exception for spouses, no one has the legal right to inherit from you. You…




PROS AND CONS OF ESTATE PLANNING OPTIONS Which plan is right for you? Here is an infographic created to highlight some of the pros and cons of estate planning options available. If you have questions about your options, please contact Michael Wagner, Esq. to review these and other options with you. He offers free, no-obligation…




PRESS RELEASE For more information, contact: Michele Babcock, Managing Partner Jacobowitz and Gubits LLP, 845-764-9656 J&G Attorneys Selected to Present Continuing Education to Dutchess County Board of Realtors WALDEN, N.Y. – Two attorneys at the law firm of Jacobowitz and Gubits, LLP (J&G) were selected to present a continuing education course to the Dutchess County…



