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
money / work
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
7 Jul 2019
0 Commentsnursing homes: know your rights
What are your rights as a resident of a nursing home? Most people start their journey in a nursing home setting More
21 Jun 2019
0 Commentswhy not to pay down your mortgage
Susan and Bob came to my office to discuss their financial situation. They proudly announced, More
14 Jun 2019
0 Commentsyour parent’s debt
Let’s say Mom is retired and pining for a new car. You know she can afford it. So to give her the push she needs,More
5 Apr 2019
0 Commentssocial security basics
Let’s start with how Social Security works and look at some practical situations. Social Security benefitsMore
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