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Each January, the Governor of the State of New York puts out a proposed budget from which the Legislative and Executive branches will base their negotiations to determine a final budget. The budget is set to be passed by March 31; the date that marks the end of the fiscal year for the State. 

years ago, my mother signed a General Durable Power of Attorney and named me as Agent.  I was recently told that there is a possibility that the Power of Attorney may not cover all transactions.  Could that be true?

I read somewhere that the New York State Estate Tax Exemption was increasing again this year, could you explain this to me?

My mother passed away with $20,000 in credit card debt. As the Executor of her estate, am I liable for these bills?

My son has developmental disabilities and, as a result, is unable to make enough money to support himself. He only has a savings account with $25,000 in it; is there any government assistance available for him to receive some income?

I keep hearing that if I apply for Medicaid I will need five years’ worth of financial documents. Could you tell me what are the documents I should be keeping?

Question: I have heard there will increased costs for Medicare in 2016. Is this true?

In honor of National Caregivers Month, Nancy Burner & Associates, P.C. would like to share the recent adventures embarked upon by  our attorney Britt Burner, Esq. and our estate planning paralegal, Jessika Lombardo. 

While I am familiar with Last Wills and Testaments, I keep hearing my friends talk about completing an “Estate Plan.” What is typically included in an “Estate Plan” and do I need one?

“What does look-back mean? What is spousal refusal? Will Medicaid take my house if my husband has to go to a Nursing Home?” All too often these are the questions we hear from our clients who are faced with navigating the Medicaid landscape once a crisis occurs.