COMBINED YEARS OF EXPERIENCE
The Best Book About Estate Planning
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Grimaldi Yeung Law Group
Our offices are open Monday through Friday from 9:00 am to 5:00 pm for in-person services or virtual appointments in all areas of our practice:
- Elder Law
- Estate planning
- Estate Administration
- Special Needs Planning
- Medicaid and Long-Term Care Benefit Advice
- Care Advocacy and Caregiver Support
Elder Law and Estate Planning Law Firm – Serving Clients throughout New York City and the New York Metropolitan Area
Throughout New York City, clients turn to the experienced lawyers of the Grimaldi Yeung Law Group. We are a full service Elder Law firm, helping clients maximize their options in planning for the pre-and post-retirement years. Our peer-recognized attorneys provide the legal insight clients can depend on when considering their options for the future.
Years of experience and a culturally diverse office with staff conversant in a variety of languages, including English, Spanish, Cantonese and Mandarin Chinese, are just two components of the firm’s commitment to compassionate legal service. We know our clients are facing some of the most stressful decisions of their lives and we always place our legal guidance in the larger context of clients’ needs and family dynamics. We make sure our clients feel comfortable working with us to freely discuss their most cherished hopes and needs.
Get the Answers to Your Questions in our Recent Blog Posts
Saving for retirement involves a variety of investments, including domestic and international stocks, mutual funds, cash, and bonds. Treasury bonds, known as T-bonds, are liked by many people, because they are backed by the "full faith and credit" of the U.S. federal...
Our social patterns are changing, with millennials deciding to get married later in life. How different are they from boomers, when it comes to retirement savings? This deep dive explains Interesting research from the well-regarded Boston College's Center for...
There are similarities and differences between the 403(b) and the 401(k) plans, but both offer a good path to retirement savings. For those who work in a non-profit organization, like a school, social service agency, college, hospital system, or museum, the 403(b)...
At the Grimaldi Yeung Law Group, we are here for you at every stage in your life. Learn more about how you can protect yourself and your assets for years to come. More than 100+ combined years of experience
More than 100+ combined years of experience
If you are single, then you are in in the majority. According to the most recent U.S. Census, over half of all adult Americans are single. Whether you just turned 18 or are 118, one thing you share is the need for essential estate planning. A planning challenge may be that the heirs of your choice may be non-traditional and go beyond your family and your tax options may be more limited.
Learn more about singles estate planning.
Marriage comes with new rights and responsibilities. If you already had an estate plan created when you were single, then you must bring your estate plan up-to-date to reflect your spouse/partner. This could include a trust, and consideration of tax consequences. There are special inheritance plans to consider to best provide for your surviving spouse.
Learn more about married couples planning.
Do you have a minor child(ren)? If so, then they are your most valuable treasure(s). So, what arrangements have you made for their care should something happen to you? Your planning documents should appoint a guardian for your minor children, including a possible trust to handle the assets meant for your children while they are minors. This is the core issue for estate planning at this stage of your life.
Learn more about arrangements for minor children.
Whether due to the death of a spouse or through divorce, your remarriage results in a new “blended family.” Blended families now outnumber traditional nuclear families, and based on current statistics and trends, that number is likely to grow. Your planning at this stage must be sensitive to the possible different needs of all family members.
Learn more about planning for blended families.
Are you between age 40 and 55? If so, then research shows you are in your peak earning years, and that is a very good thing. Estate planning is even more essential, as these earnings need to stretch through your retirement years.
Learn more about peak earning year planning.
Life is full of changes, and as you near retirement you must learn to adjust to a busy life, no longer focused on work or running your business, and turn to your personal interests, which could include family, travel, or even a new career. This is a new adventure, and good planning can make a successful transition.
Learn more about planning for nearing retirement.
Just a moment ago you were nearing retirement. Now you are in your golden years, and how did they get here so quickly? It is vital to prepare in advance for this day. Your inheritance strategies need to address preserving your income for your lifetime, as well as the assets you worked so hard to gain for your heirs.
Learn more about planning for your retirement legacy.
We pass through many phases in our lives. In the later years especially, filled with many changes, you may need to appoint agents for your decision-making, such as a surrogate to represent you in your affairs. Federal healthcare privacy law will not allow access to your medical records without written authority. Therefore, it can be vital for a newly single person to have an appointed representative.
Learn more about how to approach planning while single again.
Dont Take our Word for it. Listen to the Words of our Clients.
Joanne Seminara and Angela Choy are always on top of things. Very professional, informed, and willing to go the extra mile. They have always responded back to me promptly and put my fears at ease. I am always stressed, and I feel secure in their knowledgeable hands. I am so glad I chose their services when my parents became ill. In their capable hands, I was able to navigate how best to help my parents
– Sue C.
Judith D. Grimaldi is just plain awesome. She is a knowledgeable professional relentless, and kindhearted. She supported me through a nasty suit with a bitter relative. She was always there for me. Due to her expertise and being respected in the legal community, I received an outcome in my favor which was also a blessing to my mother. Highly, highly recommended. I would not even confer with anyone else but Judy. We need more people like her in the world. She will give you whatever you need, and you will feel cared for. Her staff is equally supportive and efficient. Judy Grimaldi and her office are the real deal!
I was forced into a difficult lawsuit with a bitter relative regarding my mother …Judy was amazing. She was knowledgeable, thorough, and relentless in working for me to a favorable outcome. She was very generous with her support, kindness, and her time. I would never have survived without her. She is the only person to call. I highly highly recommend it…I never felt lost or forgotten. She will have you back. Wonderful lawyer and person! Her staff is equally amazing, very helpful, and patient. It is truly qualified full service. You won’t be disappointed
– Kathleen A
This practice exemplifies the rare combination of professionalism, expertise, and compassion. Judith Grimaldi was a staunch ally and advocated through the emotionally difficult process of setting up a family trust and eventually making sure that my mother had the best possible situation in a long-term care facility. Dawn Bidetti was also extremely helpful. No question or concern was too large or small – and I always received a prompt and helpful reply. I like the fact that this is a women-led business, and I feel very confident recommending Grimaldi & Yeung to all
– Debra S.
Last week we had a letter from HRA saying that our daughter’s Medicaid application has been re-approved. We are very relieved that this is finally resolved. Thank you so much for all the work that your firm did to accomplish this. We do appreciate it. Thank you. Our heartfelt thanks to you and your attorney Kim
– Margaret T
Thank you very, very much for the home visit today and for being so patient and understanding with Mom. Melissa and I truly appreciate your willingness to work with us. I have already told everyone who has asked me that I HIGHLY RECOMMEND you and your firm. Once again, my heartfelt thanks for everything
– Lisamarie A.
Thank you so much for all of your help. I knew I was in good hands with everyone there. Thank you so much for your patience as well. I know I had a million questions and emails. Everyone there is a lovely in so many ways, and I am grateful I picked the right firm
– Susan Cavaseno Closs.
– Professor Ken Games, University of London
– Joe T.
You gave so much information in such a clear, warm way, explaining these complex and often anxiety-producing legal and financial decisions. It was a wonderful introduction and guide to what needs to be considered and worked out in a legal form, and I had the feeling that many people came away with new confidence for getting the plans set up.
– Zoe Kyle Moffitt, RN
Both Peter and Michael would like to thank you once again for your professionalism. You have shown us that your firm does care about its clients. Thank you for everything. You were clear and fair, and thorough. It was a very good experience
– Michael & Peter
Joanne Seminara and her assistant handled legal issues relevant to the passing of our mom. Throughout the process, Joanne displayed a working knowledge of the law as well as an informed view of the expectations and requirements needed to fully represent the estate and home sale. Her services were always well-organized and efficient. The quality of her legal advice and actions on the belief of the estate demonstrated competence, proficiency, and a degree of experience that was much appreciated. We both respect and commend Joanne Seminara for her professionalism and her legal representation.
Dear Ms. Seminara,
On behalf of my mother and myself, I would like to thank you for your kindness, thoughtfulness, and professionalism in guiding us in preparing the legal documents for her. I especially appreciated all of your patience and how you listened which was so very important to her. Again, thank you
– John M.
A great choice for Trust & Estate and Medicaid planning where they took care of my mom and dad. Thanks to the team of wonderful and pleasant staff led by Pauline for our cases no wonder their legal services are top rated. Come here if you want positive results and getting things done properly.