23 Jan 2017
8 Commentsunderstanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
money / work
15 Jan 2017
0 Commentsunderstanding medicare
Everyone who has Medicare, or is soon to take the plunge into it, hopefully understands that Parts A, B and D can be delivered to you in different ways.More
19 Dec 2016
2 Commentscommunity medicaid
Medicaid is complicated. The following case study should help you sort through the mazeMore
12 Dec 2016
3 Commentsvolunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
5 Dec 2016
0 Commentsis dad okay
Often, clients will inquire about obtaining a guardianship for a parent (or other family member) that they feel may need some oversight. This is usually prompted More
15 Oct 2016
0 Commentssecond marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More
12 Sep 2016
medicare basics
How much do we really have to know about Medicare and the intricacies of the health coverage for those aged 65 and older?More
3 Sep 2016
the real cost of unpaid caregiving
A 2011 MetLife study on the cost of caregiving revealed some startling statistics. Namely, about a quarter of adult children, primarily baby boomersMore
24 Aug 2016
medicaid asset protection trusts
Many people recognize the importance of implementing traditional estate planning techniques such as having a will or revocable trust, executing a durable More
29 Jan 2017
0 Commentsinvesting essentials
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.More