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• Category: Announcements
  • New York’s Virtual Notarization is No Longer Available
  • Judith D. Grimaldi Named 2021 NAELA Fellow
• Category: Articles
  • Grimaldi Yeung’s Of Counsel, David Goldfarb, Explains the New Power of Attorney Form in an Article Published by Bloomberg News
• Category: Blog
  • How a QTIP Protects Heirs in Blended Families
  • The Cost of Long-Term Care Insurance
  • Late To The Retirement Party? You May Have Time To Catch Up!
  • Yes, You Have To Pay Taxes, But You Can Pay Less
  • Elder Scams
  • What You Don’t Know About Caregiving Costs Could Cost You Plenty
  • Here’s an Unexpected Way to Improve the Quality of Your Retirement
  • Executing a Durable Power of Attorney Requires Witnesses–How Many?
  • Everyone Needs an Estate Plan
  • The Role of Life Insurance in Your Family’s Future
  • Is Your Retirement Plan Missing a Critical Piece? Time for a Review!
  • “If I Had The Words” Gallery Exhibit
  • The Consequences of Being Too Conservative with a Federal Thrift Savings Plan
  • Preparing for a Baby Includes an Estate Plan
  • How to Choose a Trustee
  • Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps
  • Why Your Will Needs To Change Again
  • Can Unmarried Couples Have An Estate Plan?
  • How Do TOD Accounts Work?
  • Using Estate Planning to Prepare for Your Future
  • How Do Trusts Work, and Do I Need One? What Are Some of the Pitfalls?
  • Is Your Retirement Plan A Plan or a Wish List?
  • Do T-Bonds Fit in a Retirement Portfolio?
  • Does Marriage Later in Life Mean Smaller Retirement Savings?
  • Another Tax-Sheltered Employee Retirement Plan: The 403(b)
  • How Do A Healthcare Proxy and Advanced Medical Directive Fit into an Estate Plan?
  • How Do I Find the Right Estate Planning Attorney?
  • What You Need to Know About Inheritances and Taxes
  • How is a 529 Plan Treated, If It’s Inherited?
  • Don’t Go Overboard on Retirement Spending
  • Protect Your Family With an Estate Plan
  • Am I Too Young for a Will?
  • Blending Families? Be Mindful of Your Estate Plan
  • Business Owners, Professionals: You Need a Succession Plan and Time to Create It
  • If an Amazon CEO Doesn’t Need a Prenup, Do You?
  • Getting Divorced? Recently Widowed? Avoid These Classic Mistakes
  • Dividing Heirlooms Among Family Members
  • Do You Still Have US Savings Bonds?
  • Inherit an IRA? Deadlines and Options You’ll Need to Know
  • Unexpected Characteristics of Dementia 
  • Is It Time To Consider Assisted Living?
  • 7 Ways To Maximize Your VA Benefits
  • Should I Fund a Trust with Life Insurance?
  • Making the Most of Exemptions and Flexibility in Spending
  • Do I Have To Pay Taxes During Retirement?
  • Family Dynamics
  • Consider Funding a Trust with Life Insurance
  • Do I Have To Pay Taxes During Retirement?
  • How Much Tax Do You Pay On Inheritance?
  • Does A Revocable Trust Protect Assets?
  • Guardianship Basics
  • Reviewing Your Estate Plan Protects Goals, Family
  • Act Quickly to Protect an Estate
  • Is a Will Needed If There’s a Surviving Spouse?
  • What Is a SLAT?
  • Top Five Medicaid Myths 
  • Medicaid Renewal Announcement
  • Despite Pandemic, Many Still Don’t Have an Estate Plan
  • What Are The Stages Of Probate? 
  • The Key Reasons Why You Need To Update Your Estate Plan 
  • Why Small Business Owners Need An Estate Plan
  • AN URGENT ANNOUNCEMENT: LATEST MEDICAID CHANGES ANNOUNCED TODAY
  • Should You Gift Stocks As Part Of Your Estate Plan?
  • Biden Proposes Major Nursing Home Reforms, Most Extensive “In Decades”
  • Divorce, Death, and Details: Missteps Can Create Estate Planning Disasters
  • Claiming Social Security Benefits at Age 70
  • How Does a Medicaid Snapshot Affect A Couple’s Finances?
  • Will A Letter To Your Executor Help Convey Your Wishes For Your Estate?
  • What is a Prenuptial and How to Incorporate It Into Your Estate Planning
  • Creating a Loving Legacy for Your Children This Valentine’s Day
  • Can Unmarried Couples Have An Estate Plan?
  • Estate Planning for a Second Marriage and Blended Family
  • How Estate Tax Law Updates Could Impact Your New Year
  • Answering Your Parents Long-Term Care Questions After the Holidays
  • Important Questions to Ask as You Update Your Estate Plan in the New Year
  • Medicare Advantage Plans Increasingly Popular by AARP
  • Should You Update Your Will When You Move?
  • Does Your Estate Plan Include Digital Property Protection?
  • How to Choose a Trustee
  • The Simple Math Behind Social Security Benefits
  • The Second Most Powerful Estate Planning Document: Power of Attorney
  • Can an Inheritance Lead to Disruption in Families?
  • Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps
  • Special Needs Plans Need Regular Reviews to Protect Loved Ones
  • Can You Distribute Unequal Amounts in an Estate Plan?
  • UPDATE: Changes to Medicaid Home Care Eligibility Rules
  • Federal Estate Tax Exemption Sunset Is Not Far Off