Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Estate Planning, Healthcare Decisions Health Care Decision-Making For health care decision-making when a doctor determines you are unable to make medical decisions for yourself New York has … March 22, 2024 3 MIN READ
Estate Planning, Power of Attorney, Wills Planning for Those You Are Responsible For A client came in to see us for their follow-up consultation. The client shared that in between their two meetings … March 15, 2024 2 MIN READ
Aging Medical Aid in Dying (MAID) According to the New York State Bar Association “medical aid in dying is a medical practice that has been adopted … March 1, 2024 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Aging, Senior Health Care, Senior Living Communications Devices for Older Adults While studying the topic of dementia your writer was surprised to learn that the single most effective preventative measure would … January 10, 2024 1 MIN READ
Estate Planning The Attitude of Gratitude Gratitude has to do with appreciation. Appreciation means to add value to. Things that appreciate tend to grow just as … November 21, 2023 2 MIN READ
Caregiving Planning Issues for Women When Husband Handled the Finances While women and men have many issues in common some of these issues tend to … October 20, 2023 3 MIN READ
Gift tax Gifting to Minors Gifting to minors raises some unique considerations. For one people under the age of eighteen lack the legal capacity to … October 6, 2023 2 MIN READ
Aging, Elder law estate planning, Estate Planning, Health Issues For Older Adults Easing Stress and Promoting Well-Being: Estate Planning for Older Adults Doctors and other professionals may forget to ask caregivers how they are coping with the care of another. Queries such … July 21, 2026 9 MIN READ
Caregiving Planning Issues for Women When Husband Handled the Finances While women and men have many issues in common some of these issues tend to … October 20, 2023 3 MIN READ
Irrevocable Trust Medicaid Asset Protection Trust (MAPT) v. Life Estate Deed Clients often ask whether the home should be deeded to the client’s adult children while retaining a life estate in … May 3, 2024 2 MIN READ
