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A Guide to the Different Types of Estate Proceedings

When a loved one passes away, their friends and family are often left with overwhelming feelings of grief and emotion. During this time, the last thing on anyone's mind or that anyone should need to focus on is the legal and financial process associated with their loved one’s death. However,...

What Makes a Will Valid in New York State?

For most people, death is an uncomfortable topic to think about or plan for. However, strategizing for what will happen to your estate after you have passed is incredibly important. A Last Will and Testament allows you to decide what will happen with your assets after your death and who...

6 Estate Planning Tips for Young Families

No matter your age or stage in life, planning out the details of your estate and assets may be necessary. For many young families, including new parents or new homeowners, there is concern for the well-being and care of young children and the protection and distribution of your assets. What...

How to Use Pooled Trusts for Medicaid Planning

While there are many myths surrounding Medicaid in New York, one of the most common misconceptions is that a person “makes too much money” to qualify for Community Medicaid.  With the rising cost of long term care, many New York residents are unable to afford to pay for home health...

Lookout! New York 30 Month Community Medicaid Lookback

Most New Yorkers are aware of the 60 month (5 Year) lookback for Nursing Home Medicaid Applicants. However, New York may be implementing a similar lookback for Home Care or Community Medicaid services as early as March 31, 2024. New York’s Community Medicaid Lookback Law is complex, confusing many individuals...

Steps to Take When Preventing Financial Elder Abuse

Unfortunately, our senior community is a growing target for manipulation, exploitation, neglect, and abuse. As our senior loved ones age, we must make many decisions on their behalf to assist in their care and well-being. Sadly, financial elder abuse is a frequent occurrence, with one in six senior adults experiencing...

Do Wills Need to Go Through Probate in New York?

When a person passes away in New York, their assets must be managed and distributed according to instructions in their will. Unfortunately, this is not something should wait long after the initial grieving process and should be handled promptly. The process involves a Petition to the court to settle the...