Our Blog

Gifting can be gratifying and can also provide an income tax benefit as the year comes to a close. Learn more about how much you can gift tax free this holiday season.

Understand the difference in look-back rules for Community Medicaid and Nursing Home Medicaid in New York, including rules regarding possible penalties.

There are several ways one can make a charitable gift as part of their estate plan. First and foremost, you can always give during life.

While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.

Whether a trust or last will and testament (“will”) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.

A pooled income trust is a type of supplemental needs trust that is used to shelter the excess income of a Medicaid recipient.

A small number of participants whose plan has been terminated for 2025 will not be automatically assigned to a new plan.

Though marital trusts and bypass trusts differ in detail, together they serve as a power tool for married couples' looking to shield their assets from estate taxes.

Medicare covers up to 100 days at a skilled nursing facility. Learn more about what qualifies for coverage and what doesn't.

Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.