12 Mar 2020
0 Commentssecure act changes to retirement accounts
Beginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
money / work
4 Mar 2020
0 Commentsan executor’s responsibilities
What does it mean when you’ve been named as the executor of someone’s will? What are your responsibilities?More
16 Feb 2020
0 Commentsmedicare coverage for rehab
Understanding your coverage under Medicare is essential, especially when dealing with a hospitalization. There are so More
16 Feb 2020
0 Commentsliving wills
A Living Will is a legal document in which you state your wishes regarding future health care. While New York State More
25 Jan 2020
0 Commentswhat to do when someone dies
The practical reality of dealing with a loved one’s death is often a catalyst for clients to get their own affairs More
16 Jan 2020
0 Commentspitfalls of applying for medicaid
New York State Medicaid is a government assistance program. You would think it would be More
9 Dec 2019
0 Commentsusing trusts in estate planning
Clients always want to know about trusts: what they are, how they work and why thereMore
2 Dec 2019
0 Commentsmedicare hd
I am sure, after reading the headline to this article, most of you are wonderingMore
14 Nov 2019
0 Commentsnavigating managed lt care
Applying for Community Medicaid (care at home) benefits is something of a complicated process – More
25 Oct 2019
0 Commentsguardianship: a last resort
When a spouse or a parent begins to show signs of dementia or other memory problems, what are yourMore
18 Sep 2019
0 Commentswithout a will
Many believe that having a Will is the only way to carry out their wishes as to whoMore
13 Sep 2019
0 Commentsmedicare original v. advantage
It would be hard to find someone willing to give up their Medicare. More likely, people nearingMore
18 Jul 2019
0 Commentsadvance directives to preserve family harmony
Most people we work with understand the importance of estate planning and preserving assets. But many overlookMore
25 Mar 2020
1 Commentbooming better expo
The Booming Better Expo has been moved to OCTOBER 24, 2021. Still taking place at Reid Castle More