October 31, 2024As we round out another election season, focusing on how government policies might affect our families and finances is natural.…- October 25, 2024Regarding long-term care in a nursing home, Medicaid is often the primary payer for individuals who require such services. However,…
- October 17, 2024Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for…
- October 11, 2024At our firm, we help guide clients through the complex legal process following a loved one's death. One of the…
- October 3, 2024I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family's wealth. Life insurance is a…
- September 25, 2024A step-up in basis may be one of an estate planner's best tools. To truly understand how beneficial this tool…
- September 18, 2024When a loved one passes away, settling their estate can be complex, especially if you're unfamiliar with their financial affairs.…
- September 11, 2024A Pooled Income Trust is a valuable financial tool for individuals who need to qualify for Medicaid in New York…
- September 4, 2024Imagine you're at a family reunion, and your eccentric Uncle Bob starts discussing how he's become a "Grantor." Your cousin…
- August 29, 2024Regarding estate planning, one of the most essential tools available to individuals is a trust. Think of a trust as…
