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Money Management: Gifting – wrap it or write it
I remember the days when a trip to the Dollar Store and a budget of $50 was all it took to make our small children shout out in delight when they woke up Christmas morning. As they got older, the presents became smaller and the price tags were larger. Eventually, they had lives and children […]
Money Management: Annual beneficiary review
After your loved one passes is not the time to find out that the beneficiaries listed on their IRA account are not correct. Checking the beneficiaries on your IRA, 401(k) and insurance policies is something that is frequently overlooked. Once the account owner dies, the beneficiaries cannot be changed — regardless of what your will […]
Money Management: When to speak to your adult children about your finances — the time is now
The percentage of people that like to discuss their personal finances with a family member is surprisingly small. However, it is important for your adult children to be aware of your finances so that they can respect your wishes upon your death. The passing of a parent is a very emotional time, and trying to […]
Money Management: What lies ahead for 2018?
As we begin a new year, there is always speculation on what the year will bring. Some pundits have proclaimed that it is time for the second-longest bull market in history to come to an end, albeit with a correction (defined as a reverse movement usually downward and exceeding 10%). Worse yet would be a […]
Money Management: Road to retirement
“Sadly, retirement planning, in many circumstances, has become nothing more than planned procrastination.” — Richie Norton, “The Power of Starting Something Stupid: How to Crush Fear, Make Dreams Happen, and Live without Regret” The above quote expresses a reality that many who want to retire are facing. Starting a career, raising a family and getting […]
Money Management: Early onset Alzheimer’s disease—plan ahead for what lies ahead
Per the Alzheimer’s Association, “up to 5% of the more that 5 million Americans with Alzheimer’s have younger-onset” Alzheimer’s. It is imperative for financial planning to be done soon after diagnosis. Decisions should be made while the person is able to understand the many facets of the financial planning process. The first step is to […]
Money Management: Welcome 2017 with a plan to get financially fit
The presents are opened and the champagne has been uncorked. We think we are ready for all the fresh starts and resolutions that the New Year brings. Then the mailman brings you a bunch of love letters from a guy named “bill.” Why not make some financial resolutions that are practical and that we can […]
Case Digests
- NYS Advisory Committee on Judicial Ethics – Review of another judge’s actions: Opinion 22-153
- NYS Advisory Committee on Judicial Ethics – Charitable contributions: Opinion 22-150
- Second Circuit – Class action settlement: Moses v. The New York Times Company
- Fourth Department – Breach of contract: Hausrath Landscape Maintenance Inc. v. Caravan Facilities Management LLC
- Second Circuit – New York Child Victim’s Act: Kane v. Mount Pleasant CSD; Coe v. Eastport Union Free School
- NYS Advisory Committee on Judicial Ethics – Appointing law clerk: Opinion 22-149
- Fourth Department – Bill of particulars: Harris v. Rome Memorial Hospital, et al.
- NYS Advisory Committee on Judicial Ethics – Accusations against co-judge: Opinion 22-148
- Fourth Department – Medicaid: Washington Center for Rehabilitation and Nursing Home v. NYS Dept. of Health
- Fourth Department – Criminal possession of a firearm: People v. Wilson
- Fourth Department – Promoting prostitution: People v. Watts
- Second Circuit – Class certification: Arkansas Teachers Retirement System V. Goldman Sachs Group Inc.
Law News
- Fourth Department affirms $400K judgment in contract dispute
- Could legislation limiting non-compete agreements kick off a new era of workplace disputes?
- Fourth Department affirms decision in NY property dispute
- Greenlight Networks selects Buffalo-based attorney as general counsel
- Barclay Damon hires attorney Matt Smith
- Rochester man sues Geneseo police, alleging false arrest, assault
- The Daily Record’s Power List for Intellectual Property 2023
- NY ethics panel says judges can join NRA
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