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Estate Planning Blog

  • WHAT IS MEDICAID PLANNING?

    WHAT IS MEDICAID PLANNING?   Mary’s husband recently went into a nursing home and she was approached by the social worker who inquired of her financial information and how she intended to pay for her husband’s care. It was over $8,000.00 per month. The case worker asked
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  • Dave Zumpano on WKTV NewsTalk discussing IRA’s

    Click here to watch  Dave Zumpano on WKTV NewsTalk. Dave Zumpano joins us from the Estate Planning Law Center. Tonight’s topics included IRA’s and when they are protected and when they are at risk. Zumpano joins us on the Live at Five News hour twice each month
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  • Successful Estate Planning with Dave Zumpano

    Click here to watch Dave Zumpano on WKTV NewsTalk.   Dave Zumpano, from the Estate Planning Law Center, joins us tonight on the Live at Five Newshour. This segment touches upon the different roles lawyers, financial advisors and accountants play in successful estate planning. Other frequently asked
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  • NEW FEDERAL NUMBERS FOR 2015

    Each year the government modifies the amounts allowed in determining eligibility for federal or state benefits and the tax rates. Despite the confusion of numbers, I will attempt to outline the new numbers in place effective January 1, 2015. Medicaid Of notable concern to most individuals is
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  • WHAT IS ASSET PROTECTION?

    WHAT IS ASSET PROTECTION? As an attorney who teaches lawyers across the country about estate planning, elder law, Medicaid planning, Veterans benefits planning, and asset protection planning, it is amazing to me how much confusion there is among lawyers as to what asset protection really is.  If
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  • IT’S ALL ABOUT FAMILY

    IT’S ALL ABOUT FAMILY All of us have family. Whether it is our spouse, children, extended family, or even our pets. The question is, what does estate planning have to do with family?  Everything!  Over the past 25 years I have been asking my clients what they
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  • WHAT IF YOU DON’T DIE?

    Proper Estate Planning WHAT IF YOU DON’T DIE? Many seniors assume they will die before they reach a “certain age.” I understand why.  From the time we are young, we have been told we will work until 65, retire and then plan for our “final years”.  Now,
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  • Isn’t it Time You Took the Time for Proper Estate Planning?

    Isn’t it Time You Took the Time for Proper Estate Planning? Do you remember the first time you got a babysitter for your children? If it was like mine, my wife went through extreme measures to write down very detailed instructions for the babysitter on how to
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  • Dave & Christine Zumpano Family Fund supports American Heart Association, Go Red for Women

    Dave & Christine Zumpano Family Fund supports American Heart Association, Go Red for Women Dave & Christine Zumpano Family Fund supports American Heart Association, Go Red for Women The Dave & Christine Zumpano Family Fund are proud to support the American Heart Association’s Go Red for Women
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  • Is your Company Protected from Lawsuits, Long Term Care Costs and other Predators?

    Is Your Company protected from Lawsuits, Long term Care Costs and other Predators? The Estate Planning Law Center, David J. Zumpano CPA/ESQ is proud to have joined the Rome Chamber of Commerce in April and they will host their first Business Before Hours at Jervis Public Library
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Phone: (315) 446-3850
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