Roth Elder Law

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Roth Elder Law New York Estate Planning, Elder Law, Estate and Trust Administration, Business Formations All this while minimizing taxes and fees.

Our work is focused on designing estate and business succession plans for people who want to be proactive and do everything possible to make things easier for their loved ones. This includes both while they are alive, in case of a disability, and after they have passed away. Dealing with disability is a central part of our planning, unlike typical estate plans that only focus on where property should go after someone passes away. Instead our plans are carefully designed to work in case of a disability, in addition to addressing how to pass on family wealth, the family businesses and family values. Some of our plans even include provisions to provide asset protection for loved ones – protection from creditors, predators and lawsuits – that they are not able to provide for themselves.

đź’™ Caring for Aging Parents From a Distance: What You Need to KnowIf your aging or frail loved ones live far away, it can...
10/19/2026

đź’™ Caring for Aging Parents From a Distance: What You Need to Know

If your aging or frail loved ones live far away, it can be hard to know how to keep them safe, connected, and supported. Many families face tough decisions about how to help without being physically present — and the legal planning piece is just as important as the emotional and practical side.

👉 Check out this insightful Forbes article:
https://www.forbes.com/sites/carolynrosenblatt/2022/06/23/five-ways-to-protect-frail-aging-parents-when-youre-far-away/?sh=6957d3391575

The article offers real‑world tips on:
✔️ Staying connected with meaningful, regular communication
✔️ Bridging tech gaps so you can check in more easily
✔️ Encouraging community and social involvement
✔️ Supporting transportation independence
✔️ Making sure they have the assistive devices they need

Distance shouldn’t stop you from protecting your parents’ wellbeing — and having the right legal tools in place (like powers of attorney, healthcare directives, and guardianship planning) can make all the difference.

At Roth Elder Law, we help families plan ahead so far‑away caregiving is more secure, organized, and compassionate. If you’re navigating long‑distance caregiving and legal planning, we’re here to support you. 💬

When families live far away from aging parents, you need to pay particular attention as elders get frail over time. Daily calls, monitoring devices and other strategies can give you more peace of mind about their safety.

💭 What Financial Planning Can’t Prepare You For — and Why It Still MattersFinancial planning helps protect your money an...
10/16/2026

💭 What Financial Planning Can’t Prepare You For — and Why It Still Matters

Financial planning helps protect your money and your future, but the truth is: life isn’t predictable. There are emotional moments, unexpected health challenges, and personal decisions that no spreadsheet or projection can fully anticipate — and that’s okay. The real goal of planning is to give you clarity, confidence, and peace of mind when life throws the unexpected your way.

👉 Read this thoughtful Forbes article:
https://www.forbes.com/sites/timmaurer/2022/01/16/the-stuff-in-life-that-financial-planning-cant-prepare-you-for/

What you’ll take away:
✨ Financial planning is about preparing people for life — not just numbers.
✨ Money matters are shaped by emotions, relationships, and goals that can’t always be quantified.
✨ The most meaningful planning connects your values and your legal/financial tools so your wishes are honored through good times and hard times.

At Roth Elder Law, we help families approach planning with both practical protection and personal purpose, so you’re ready for the real moments life brings.

💬 Have questions about planning ahead for life’s surprises? We’re here for you.

It’s life that precedes any interest in financial planning, and therefore, the optimal purpose of financial planning is to: “Help anticipate or prepare for, enjoy or endure, and reflect on or recover from life’s hoped for joys and inevitable struggles."

10/13/2026
🇺🇸 Columbus DayOn Columbus Day, we recognize the spirit of exploration, determination, and new beginnings that helped sh...
10/10/2026

🇺🇸 Columbus Day

On Columbus Day, we recognize the spirit of exploration, determination, and new beginnings that helped shape our nation.

At Roth Elder Law, we’re honored to help individuals and families navigate important life transitions with clarity and confidence—guiding them forward every step of the way.

Wishing everyone a safe and reflective Columbus Day.

🎀 Breast Cancer Awareness MonthOctober is Breast Cancer Awareness Month, a time to honor those who are fighting, remembe...
10/06/2026

🎀 Breast Cancer Awareness Month

October is Breast Cancer Awareness Month, a time to honor those who are fighting, remember those we’ve lost, and support early detection and care.

At Roth Elder Law, we believe planning is an act of strength and compassion—for yourself and for those you love. We stand with individuals and families affected by breast cancer and encourage awareness, prevention, and support in our community.

Together, we can make a difference.

🏡 Estate Planning Awareness MonthOctober is Estate Planning Awareness Month—a reminder that planning ahead is one of the...
10/01/2026

🏡 Estate Planning Awareness Month

October is Estate Planning Awareness Month—a reminder that planning ahead is one of the greatest gifts you can give your loved ones.

Estate planning isn’t just about documents; it’s about protecting your wishes, your family, and your peace of mind. Whether you’re just getting started or need to update an existing plan, now is the perfect time to take that step.

Because the future feels better when it’s planned with care.

📊 Estate Planning Tip: The Step‑Up in Basis Rule 💡🏡When it comes to passing assets to your heirs, understanding the step...
09/18/2026

📊 Estate Planning Tip: The Step‑Up in Basis Rule 💡🏡

When it comes to passing assets to your heirs, understanding the step-up in basis rule can make a big difference in how much your loved ones owe in capital gains taxes.

👉 Read this helpful article from Kiplinger:
https://www.kiplinger.com/retirement/estate-planning-how-basis-step-up-rule-works

Key points covered:
✔️ Inherited assets are generally valued at fair market value at death, which can reduce capital gains taxes.
✔️ Applies to stocks, real estate, and other appreciated property.
✔️ Knowing this rule can help you plan your estate more efficiently and protect your legacy.

At Roth Elder Law, we guide families in creating estate plans that maximize benefits, minimize taxes, and preserve your hard-earned assets for the next generation.

💬 Questions about how this impacts your estate plan? Contact us — we’re here to help.

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.

Happy Grandparents Day đź’™Today we celebrate the love, wisdom, and guidance grandparents bring to their families. At Roth ...
09/13/2026

Happy Grandparents Day đź’™
Today we celebrate the love, wisdom, and guidance grandparents bring to their families. At Roth Elder Law, we’re honored to help protect generations—today and for the future.

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders and ever...
09/11/2026

Today, we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders and everyday heroes who stepped forward in a time of unimaginable tragedy.

We remember the families forever changed and reflect on the strength, resilience, and unity that emerged during one of our nation’s darkest days. May we continue to support one another and never forget.

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109 W. Water Street
Painted Post, NY
14870

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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