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This past Wednesday, August 26th 2015, over 350 of our clients and their families joined us for our 2nd Annual Client Appreciation Event: Family Night at the Long Island Museum.

Beginning in March 2015, if you are Medicare and Medicaid eligible (dual eligible) in Suffolk County, you will receive a notice alerting you of the option to enroll in a FIDA plan. FIDA stands for Fully Integrated Duals Advantage.

My parents are currently in their 80s and still have their Last Will and Testaments which were prepared 40 years ago. The Wills say that everything goes to the surviving spouse and then to their children if the spouse is deceased. Are these Wills still valid? Are there any updates which should be made?

I am considering creating an Irrevocable Trust to protect my house and other assets, but I am concerned about creating a situation where my children will have to pay Capital Gains tax.

My friend suggested that I transfer my house to my children in case I need nursing home care in the future. Is this advisable?

As a recent first time homeowner, the phrase “Do It Yourself” or “DIY” takes me back to the late nights this past February of spackling, sanding and painting all of the walls in my house with my husband. We were fortunate that this was the only work that needed to be done.

My spouse and I each have children from previous marriages. While we want to provide for our surviving spouse when the first of us passes away, we want to ensure that each of our respective estates is ultimately going to our respective children. Is there a way to accomplish this?

Many Long Islanders have a family member who has proudly served in our military. Many of these Veterans are unaware of the benefits that may be available to them.

My husband and I are expecting our first child. We do not have a lot of assets but we do have retirement plans, insurance policies and a house. Everyone keeps telling us that we need a Will. Is that necessary?

My husband is currently receiving services through the Community Medicaid program. He is using a Pooled Income Trust to preserve his excess income. I heard that there are changes that may affect his ability to use the Pooled Income Trust in the future, is this correct?