7 Sep 2021
0 Commentsorganize your finances
If you’re like me and have spent the last few months enjoying the beautiful outdoors, you may be facing a pile More
money / work
7 Sep 2021
0 Commentsmedicare – what are you getting?
In 2019, more than 60 million Americans enrolled in Medicare. Many who were already enrolled changed their coverage More
30 Aug 2021
0 Commentssilver divorce
A divorce almost always comes with emotional, personal and financial complications. And, divorcing later in life adds a level More
25 Aug 2021
0 Commentsdemystifying medicare
People on Medicare can make changes to their health insurance during Open Enrollment, which begins October 15th and runs through December 7th. More
21 Jul 2021
0 Commentsrefusing a bequest
Your favorite aunt has decided to leave her vacation condo to you in her will. While you are saddened by the thought of someday losing her, More
20 Jul 2021
0 Commentschanges to medicaid
I have heard that the Medicaid rules have changed, what does this mean? In 2020, New York State decided to make a major change to CommunityMore
10 Jun 2021
0 Commentsfor parents of children with disabilities
As if the parents of children with disabilities didn’t have enough stress and worries to confront on a daily basis, the COVID 19 pandemic has pushedMore
5 May 2021
0 Commentsunemployment benefits fraud
According to the New York State Department of Labor, over 425,000 fraudulent unemployment benefit claims have been identified during the Covid-19 pandemic. More
4 May 2021
0 Commentsgetting the needed care
Great News: Your loved one has been approved to receive Community-Based Medicaid for home care. But now what? More
2 May 2021
0 Commentsprobate and its problems
“If I have a Will, I avoid Probate, right?” This is a question I hear all too often and, unfortunately, the answer is more complicated then yes or no. More
28 Apr 2021
0 Commentslost or destroyed wills
While it may be okay to hide your savings under the mattress, doing the same with your Will could have disastrous results. What happens if at the time of your death your Will cannot be found? More
28 Mar 2021
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More
19 Feb 2021
0 Commentsbeneficiary designations
When thinking about estate planning, most of us would think first about drafting a last will and testament and perhaps a trust. What is often overlooked as part of the process though is making beneficiary designations.More
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29 Nov 2021
0 Commentsbrady bunch estate planning
Second marriages can feel like a fresh start. But when it comes to estate planning, balancing loyalty to your existing family More