Reviewing Your Estate Plan Protects Goals, Family

Reviewing Your Estate Plan Protects Goals, Family

Guess what?  If you never get around to doing your Last Will (about 50% of Americans have not done a Last Will),  New York State has a Last Will all drafted and ready for you.  You don’t even have to approve it or sign it. The New York State Last Will is called the...
Act Quickly to Protect an Estate

Act Quickly to Protect an Estate

When dealing with the emotional pain of losing of a loved one, family members find they also have to immediately address daunting administrative tasks, planning a funeral, disposition of the remains, and securing the decedent’s property. For most families, the process...
What Is a SLAT?

What Is a SLAT?

Today’s very generous federal estate rules are set to expire in 2025, therefore potential estate tax changes are predicted to address the need for increased tax revenue and to get ahead of this change, which is known at the “sunset”. As a result, you may be...
Top Five Medicaid Myths 

Top Five Medicaid Myths 

1) An Alzheimer’s patient cannot qualify for Medicaid Untrue. The key to applying for Medicaid benefits for home care is ADLs (activities of daily living). Medical professionals must provide a detailed explanation by expanding on the ADLs such as the patient forgets...

Medicaid Renewal Announcement

Is it time for you to renew your Medicaid eligibility and did you recently receive a request to reapply?  During the COVID-19 pandemic, Medicaid recipients benefited from automatic renewal of their benefits, whether they returned or ignored their renewal applications....