Forms & Guides
Resources
Serving Clients in New York City and the New York Metropolitan Area
- Newsletters
Sign up for our monthly newsletter on topics from probate, elder law, asset protection, and estate Planning. - Read Our Blog
Explore our blog for insightful articles pertaining to elder law, estate planning, veterans benefits, estate tax, Medicaid and more. - 5@55
Request Our Book, 5@55: The 5 Essential Legal Documents You Need by Age 55. - FAQ
You will find frequently asked questions and answers on topics that are important to you. - Legal Talks
Explore our Legal Talks video page. - Attend a Workshop
Our workshops are designed to provide you with information you need when designing an estate plan. Workshops are the best way to get your questions answered. We look forward to working with you!
Forms & Guides
Download our helpful guides for information on elder law, estate planning and business planning.
- 2020 Medicaid Levels
- Administering a Special Needs Trust
- Business Succession Planning
- Digital Estate Worksheet
- Do I Need a Revocable Living Trust?
- Elder Law Planning Checklist
- Elder Law Questionnaire
- Estate Administration Checklist
- Estate Planning (Brochure)
- Estate Planning Checklist
- Estate Planning Questionnaire
- Estate Planning with Pet Trusts
- General Partnership vs. Limited Partnership
- Importance of Having a Will
- Income Only Trusts
- LLC’s vs. Corporation
- Medicaid Eligibility & Asset Transfers
- Medical Alert Systems
- Sample Living Will
- Special Needs (Brochure)
- The Road to Retirement Checklist
- The Senior Citizen’s Guide to Moving
- Top 10 Legal Checklist
- Transferring Property
- Transferring Property – Chinese
- Trustees Responsibilities – Chinese
- Veterans Aid & Attendance Benefits Planning
Additional Resource Sites
- 5 Part-Time Jobs for Retirees
- A Caregiver’s Guide to the Benefits of Cooking with Alzheimer’s
- Abandoned Property that belongs to a Deceased Relative
- Arts and Crafts for People with Alzheimer’s
- Brooklyn Bar Lawyer Referral Service
- Brooklyn Surrogate’s Court for Probate Proceedings
- Financial Resources for Seniors
- Guide to Medicare vs. Medicaid
- Guide to Senior Nutrition
- Home Design for Fall Prevention for Seniors
- Home Safety and Alzheimer’s
- How Therapy can Help in the Golden Years
- How to Prepare Today for your Senior Years
- IRS General
- IRS Tax Forms and Publications
- Legal Planning for Alzheimer’s and Dementia
- Making the Move to Assisted Living
- Manhattan Surrogate’s Court for Probate Proceedings
- Medicaid in New York State
- Mental and Behavioral Health and Older Americans
- Moving Tips for Seniors
- New York State Attorney Directory
- New York State Bar Association
- Online Shopping Safety Guide for Seniors
- Real Property Ownership in New York City
- Senior Guide to Downsizing
- Senior Health Resources
- Senior’s Addiction Prevention Guide
- Senior’s Health: Mesothelioma and Asbestos
- StopFraud.gov | Protect Yourself | Elder Fraud and Financial Exploitation
- Stress Management for Seniors
- The Ultimate Guide to Home Accommodations for Persons with Disabilities
- Veterans Benefits for Seniors