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
money / work
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
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
18 Feb 2021
0 Commentsmedicaid basics
Medicaid, a government assistance program administered at the state level, has two different types of coverage. Understanding that is important when considering an application for long-term care.More
12 Feb 2021
0 Commentsfree tax help during covid
As with many other programs, the AARP Foundation Tax-Aide program is yet another semi-casualty of the pandemic. While it will be in place this year, in very limited form, in-person help will be mostly curtailed. But help is still out there for those determined to get it.More
13 Jan 2021
0 Commentspayment apps
If you’ve become comfortable using and viewing your credit card app and banking app onMore
6 Jan 2021
0 Commentsag james’ scam warning
With seniors more isolated than ever due to Covid-19, New York Attorney General Letitia James More
16 Dec 2020
0 Commentsready to retire?
“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
12 Dec 2020
0 Commentsmedicare premium surcharges
Many of you may have never heard of MAGI, as it’s a term used mostly by accountants. Nor may you know the acronym IRMAA or how it relates to you. More
7 Dec 2020
0 Commentsdisinheriting a child
I am often asked about this topic by my clients, especially when they are alienated from and wish to More
27 Oct 2020
0 Commentsself-proving wills
A Last Will and Testament is perhaps the most important part of your estate plan. As you may already know, More
4 Oct 2020
0 Commentsoriginal v. medicare advantage
When did you last compare your Medicare coverage to other potentially cheaper options? Whether youMore
27 Sep 2020
0 Commentscashing in on what’s hot
We consulted with the team at Astor Galleries in Kingston, NY, a collectibles and estate appraisals and liquidationMore
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