Articles

Estate Planning Tips for Avoiding Probate

Probate can be a complicated, expensive, and time-consuming process. It is the last thing you would want to think about after the death of a loved one. Therefore, it is essential to understand it and how you can prevent beneficiaries from going through the process.

Why Offloading Assets for Medicaid is a Smart Move for Your Family

If you are applying for Medicaid to pay for nursing home care, you may be subject to a five-year look-back ineligibility period.

Medicaid is changing - Special Alert from Lori!

Medicaid is changing. Learn more from Lori.

NY Debate on Wage Hike to Avoid Home Care Crisis

New York faces a rising demand for home care due to an aging population, but staffing shortages persist. Advocates push for higher wages through the Fair Pay for Home Care Act to address this crisis. Learn more about the ongoing challenges and legislative efforts.

Three Things to Take Care of Right Now

If you make a point to review your financial/estate plans every few years – maybe put in on your calendar every other December - you will be sure that your plans are keeping pace with your family circumstances, and there won’t be any surprises when your family needs them the least.

Changes to NY Medicaid Look-Back Period

There are some exceptions to the look-back period. These exceptions can include fund transfers to a spouse, a disabled child, and children who are caregivers.

What’s Driving the Shortage of Home Healthcare Workers in NY?

New York is grappling with a significant shortage of home care workers, driven by low wages, which affects seniors and individuals with disabilities. Advocates are urging the passage of the Fair Pay for Home Care Act to increase wages and enhance the quality of care.

A Home Care Crisis is Gripping New York

New York's home care crisis leaves 74% of seniors and people with disabilities unable to retain aides due to low wages. Proposed legislation aims to raise salaries, but political will and funding remain key challenges. Learn more about this urgent issue.

What I Learned from COVID Part 3

Discover powerful lessons learned from navigating a COVID-19 crisis, including the importance of proactive estate planning and decluttering your home. This post offers valuable insights on how to prepare for the unexpected and ease the burden on loved ones during challenging times.

What I Learned from COVID Part 2

Learn valuable lessons from navigating a COVID-19 crisis, emphasizing the importance of prompt action and thorough estate planning. This post shares personal experiences and actionable tips to help you prepare for the unexpected and ensure your affairs are in order before a crisis strikes.

What I Learned from COVID Part 1

In the wake of personal tragedy during the COVID-19 pandemic, I share crucial insights on the importance of proper estate planning. Learn how knowing the location of your important documents and assets can prevent chaos during emergencies and protect your loved ones.

What I learned from COVID and how it can help my clients

Learn key lessons from my COVID experience: the importance of having estate planning in order, knowing where vital documents are, and the need for prompt action in crises. These insights can help you prepare for unexpected challenges and protect your loved ones.