On its face, the estate planning process can seem complex and confusing. Yet, if you don’t know how to properly navigate it, then your assets could be subjected to additional taxation, your assets could fall into the wrong hands, or your family could end up fighting...
Month: December 2025
What assets count toward Medicaid eligibility in New York
Many families do not think about Medicaid planning until a health scare or sudden decline changes daily life. When care needs rise fast, questions about savings, property and eligibility appear all at once. Adult children may worry if their parents will qualify for...
Eligibility figures for 2026 to be released soon
Those who are considering Medicaid or have a loved one who might need Medicaid to pay for a stay in long-term care should pay attention as income and asset requirements for 2026 will be released soon. To review, for a single adult living alone with no dependents, the...
Points to consider when giving to charity in an estate plan
Through the estate planning process, you can support charitable organizations that you believe in. There are many ways to do this, though, which is why it’s important to fully consider how to navigate this piece of your estate plan. In this post, then, we want to look...

