New York State Estate Tax Law Modifications

As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate (more…)

We were recently informed about a resource that we believe will be helpful to many individuals who read our blog. This resource is The Caregiver’s Guide to Financial Planning in the Shadows of Dementia. Planning is very important for all people but it is especially important when a person is...

Do you have a Will in place? Have you discussed your Will with your children? Do they know where they (more…)

Genworth has conducted a Cost of Care survey every year for the past 12 years. For 2015 it appears the (more…)

Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your (more…)

The cover of the current Alzheimer’s Association report, 2015 Alzheimer’s Disease Facts and Figures reads, “Alzheimer’s Disease is the sixth-leading (more…)

Did you know that it is possible to gain thousands of dollars by utilizing spousal Social Security benefits? Many people (more…)

“Do you know someone currently in a nursing home? Have you ever thought about going into a nursing home yourself? (more…)

When filing a Medicaid application for yourself or a loved one it is in your best interest to seek professional (more…)

Does aging impact an individual’s ability to make sound financial decisions? The Center for Retirement Research at Boston College recently (more…)