Pellittiere & Jonsson PLLC

09/03/2026

Choosing the people to act on your behalf is the most important decision in your estate plan. ✍️

🔑 Your executor manages your estate after you pass, your health care proxy makes medical decisions for you 🩺, and your power of attorney handles your finances. 💰

At Pellittiere & Jonsson PLLC, we walk with you through the entire process to ensure you're putting the right people in the right jobs. 📞 Call us today to discuss your today!

https://www.pjestatelaw.com/estate-planning

08/27/2026

When is the right time to start your business succession plan? ⭐ Right now. It’s not an "end of career" task. It’s a "responsible business owner" task.

✍️ A plan protects your business from the unexpected (disability, death) and gives you control over your eventual, planned exit (retirement). 🗓️

At Pellittiere & Jonsson PLLC, we help business owners start the conversation, draft necessary legal documents, and ensure a smooth future for your business. 💼

A business succession plan balances transitioning of the business to the next generation, ensuring all family members are treated fairly and continuing financial security for the entire family. This may include a gift to one participating family memb

08/19/2026

After years of hard work, no one wants to see their family’s inheritance diminished by taxes. 😕 Yet without proper planning, New York and federal estate taxes can take a significant toll on what you hope to pass along. 📉

Thoughtful estate tax planning helps protect your legacy, using available exemptions, trusts, and charitable strategies to minimize tax burdens while maximizing what stays with your family. ✨

💼 At Pellittiere & Jonsson PLLC, we help families understand their options clearly and plan with confidence, so more of what you’ve built goes exactly where you intend. 📋

https://www.pjestatelaw.com/estate-tax-planning

08/07/2026

A major goal of Medicaid planning is to protect a spouse who is still living at home. 🛡️ New York has rules to prevent them from becoming impoverished.

The planning we do here at Pellittiere & Jonsson PLLC helps ensure the at-home spouse can keep a protected amount of assets and income, and in most cases, the family home. 🏡

❤️ This provides stability and peace of mind during an incredibly stressful time.

Proper long term care planning includes accelerating Medicaid qualification within the Medicaid rules. This first requires an understanding of commonly misinterpreted terms such as

07/30/2026

When we meet with a family for an estate administration, our first job is to listen.

We know you're dealing with grief, and the legal process can seem cold and confusing. 💼 Our goal is to be the opposite. The Pellittiere & Jonsson PLLC team provides clear, calm, and compassionate guidance.

📂 We'll lay out the next steps, take the technical work off your plate, and help you settle your loved one's affairs with dignity. 🤝

https://www.pjestatelaw.com/estate-administration

07/17/2026

Life changes. So should your estate plan. 🔄

A plan you made 15 years ago might not work for your life today. ⚖️ It’s important to review your will, power of attorney, and health care proxy every 3-5 years, or after any major life event. 🔍

A quick review ensures your plan still reflects your wishes. 📞 Contact Pellittiere & Jonsson PLLC today to discuss your estate plan or create one if you don't have one.

Estate planning is the process of ensuring one's plan is set forth and individuals are appointed to carry out the plan when necessary. This includes planning for incapacity or death by setting up the transition of assets in the most efficient manner

07/07/2026

For many business owners, the company is more than a livelihood. 🤝 It’s a legacy. But without a clear succession plan, that legacy can quickly become uncertain.

Whether that means creating a buy/sell agreement, structuring a gradual transfer, or balancing inheritances, thoughtful business succession planning today can secure the future you’ve worked so hard to build. 💼

📋 At Pellittiere & Jonsson PLLC, we guide business owners through each step with clarity and care to produce lasting family harmony.

https://www.pjestatelaw.com/business-succession-planning

07/04/2026

🎆 Happy 4th of July from Pellittiere & Jonsson PLLC! 🎆

As we celebrate our nation's independence, it's a good time to think about personal freedom. 💼 A proper estate plan is your personal declaration of independence. It puts you in control of your legacy. 💪

🗽 Have a safe and happy holiday!

07/01/2026

As nursing home costs continue to rise, many families worry they will have to sell their primary residence to pay for long-term care. 😟 Fortunately, New York law provides several legal pathways to protect your home while still qualifying for the essential benefits you need. ⚖️

At Pellittiere & Jonsson PLLC, we help seniors and their adult children navigate these complex rules and the five-year look-back period to protect their family legacy. 💼

📖 Read our latest article to learn how you can secure your care without sacrificing your home.

Qualify for Medicaid & protect your home for long-term care! Learn how to meet eligibility for nursing home benefits without losing your home.

06/29/2026

📈 As the cost of long-term care continues to climb, families face difficult questions about how to protect their savings while ensuring loved ones receive the care they need.

Medicaid can help, but qualifying under its complex rules requires careful, timely planning. 📋 Misunderstanding the look-back period or transfer penalties can have serious financial consequences.

At Pellittiere & Jonsson PLLC, we help families navigate these rules with compassion and clarity, developing plans that safeguard assets and ease the burden of care. ✨

Proper long term care planning includes accelerating Medicaid qualification within the Medicaid rules. This first requires an understanding of commonly misinterpreted terms such as