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All posts by : Tiffany Caserta

Screenshot 2025-05-11 at 10.22.23 AM

What Families Need to Know About the Ongoing Medicaid Debate—and Why Planning Ahead Matters

May 11, 2025
by Tiffany Caserta Medicaid

Medicaid has long been a lifeline for millions of Americans, offering essential health coverage to seniors, individuals with disabilities, and low-income families. But once again, it's in the spotlight as lawmakers in Washington debate how to allocate fed ...

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probate

7 Overlooked Realities of Probate Every Family Should Know

May 4, 2025
by Tiffany Caserta Uncategorized

Probate is the legal process that takes place after someone passes away, ensuring their debts are paid and assets are distributed. On paper, it sounds straightforward. In practice, it’s often anything but. For many families, probate turns into a time-cons ...

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Screenshot 2025-04-27 at 10.23.33 AM

What Every Parent (and Adult) Needs to Know About Powers of Attorney — Highlights from Episode 2 of Queens to Cleveland

April 27, 2025
by Tiffany Caserta Uncategorized

In an episode of Queens to Cleveland – An Estate Planning Lawcast, attorneys Andrew Jaloza of New York and Matt Deliberato of Ohio dive into a topic that often flies under the radar—until it's too late: Powers of Attorney. And believe it or not, it’s one ...

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Screenshot 2025-03-31 at 8.55.45 PM

When Love, Legacy, and the Law Collide: A Real-Life Reminder of Why Estate Planning Matters

April 16, 2025
by Tiffany Caserta Uncategorized

It sounds like a movie plot: A television mogul passes away, leaving behind a $29 million estate, a stunning country manor, and a battle between his long-term partner and his estranged wife. But this isn’t fiction. This is the real story of Justin Bodl ...

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HERBERT DORFMAN/CORBIS VIA GETTY IMAGES

Gene Hackman Signed His Will 20 Years Ago—Here’s Why That Matters (and What It Can Teach Us About Probate)

April 9, 2025
by Tiffany Caserta Uncategorized

Hollywood legend Gene Hackman made headlines recently—not for a new movie, but for something far more important: his estate plan. Hackman and his wife signed their wills and living trusts in 2005, two decades before their recent passing. That one decis ...

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wealth transfer

The Great Wealth Transfer Is Coming—But Without a Plan, It Could Be an $84 Trillion Mess

April 1, 2025
by Tiffany Caserta Estate Planning

Everyone’s buzzing about “The Great Wealth Transfer”—the $84 trillion expected to pass from Baby Boomers and the Silent Generation to their heirs over the next 20 years. Sounds like a once-in-a-lifetime windfall, right? Well… maybe. But only if there’s ...

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Estate Planning: From Queens to Cleveland and Everywhere in Between

March 21, 2025
by Tiffany Caserta Estate Planning Podcast

Welcome to Queens to Cleveland, where estate planning attorneys Andrew Jaloza and Matt Deliberato break down estate planning and elder law in a way that’s practical, relatable, and—believe it or not—entertaining. As two attorneys from different parts of t ...

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probate administration

Probate Administration After a Loved One’s Passing – A Step-by-Step Guide

March 16, 2025
by Tiffany Caserta Probate

The call came late at night. Sarah’s father, Robert, had passed away unexpectedly. She was heartbroken but soon realized she had another overwhelming task ahead: settling his estate. Robert had a will, but Sarah had no idea what to do next. Was probate ne ...

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joint ownership

The Hidden Risks of Joint Ownership – What You Need to Know

March 13, 2025
by Tiffany Caserta Uncategorized

When John and Mary bought their first home together, they wanted to ensure the surviving spouse would automatically inherit the property if something happened to one of them. They titled the house as joint tenants with rights of survivorship, thinking it ...

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plan ahead

The Unthinkable Can Happen: The Recent Aviation Tragedy and Why You Need an Estate Plan Today

March 9, 2025
by Tiffany Caserta Uncategorized

Life is unpredictable. Tragedy can strike in an instant, leaving families devastated and unprepared. Just recently, in the Washington, D.C., area, a collision between an American Airlines regional jet and a U.S. Army Black Hawk helicopter led to the deadl ...

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