There are various physical changes that happen as a person ages. Our hearing, vision, and reflexes worsen leading to an increased risk of injuries among the elderly. Not only are senior citizens more …

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The terms “estate plan” or “trust funding” are typically associated with wealthy families that own large homes and larger stock portfolios. The reality, however, is that estate planning is not just …

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Throughout the past year, there have been many discussions and numerous proposals released for review regarding potentially changing current Federal tax law. Recently, the House Ways and Means …

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Most people have the best of intentions; that includes establishing an estate plan. People seem to never have time to address this issue. The present situation has most of us working from home and, as …

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Beginning October 1, 2020, New York will impose a new requirement regarding community Medicaid, those Medicaid services provided in an individual’s home such as homecare. The state will start to use a …

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In an interesting trend, more and more Americans are living in multigenerational households than ever before. Multigenerational homes are defined as those with more than one adult generation residing …

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You have built up a lifetime’s worth of assets, savings, and wealth, and are finally ready to retire. With smart financial decision-making and years of constant saving, you have even accumulated a …

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When a person passes away, their assets are ordinarily distributed according to the terms of their will through probate court. With that being said, not all assets are required to go through this …

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Most people believe that naming beneficiaries in their last will and testament is their only option for leaving property and assets to surviving loved ones at the time of their death. While this is …

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While nobody ever wants to entertain the thought of their own death, it is an inevitability that must be planned for ahead of time. One of the most important ways for you to plan your final affairs is …

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