Our Blog

I am a disabled person that receives Social Security Disability Insurance as a disabled adult child and Medicaid and will be inheriting $20,000.00 from my aunt. I am able to manage my own finances.

I recently completed my estate planning which included doing an irrevocable trust to protect my assets in case I need Medicaid in the future. I have nominated my 35 year old daughter to be my Trustee. What kind of estate planning should my daughter be doing? She is married and has two small children.

My mother recently passed away and I cannot locate her original Will; I can only find a copy. Can I submit the copy to the Surrogate’s Court for probate?

Many of our clients have retirement assets held in a Traditional IRA, 401K, 403(b), or other similar plan. It is important to periodically review the beneficiary designations on these types of plans.

I have been living with my partner for the last 25 years. While I want to provide for him in my estate plan, I want to be sure when we are both deceased, my assets pass to my children from my first marriage. Can this be accomplished?

As the individual executing the health care proxy, also called “the principal,” you have the option to set an expiration date for your named agent’s ability to act. Whether your health proxy expires is a decision you must make at the time you sign it.

Much of the estate planning discourse revolves around planning techniques for the married couple, whether it be for tax planning or asset protection planning. However, for seniors who have never married or for those whose spouse is deceased, what, if any, special considerations need to be made?

My father executed a Power of Attorney and named me as the Agent. I was recently told by his bank that they would not accept my Power of Attorney, what are my options?

A few years ago my mom was diagnosed with dementia and recently she is having trouble paying bills on time. What is the best way for me to make sure the bills are paid?

For most of us, if the time ever came that we needed assistance, our preferred option would be to remain at home in our familiar setting surrounded by family. For many, the Community Based Long Term Care Program, commonly referred to as Community Medicaid makes that an affordable and therefore viable option.