Applying for Medical Assistance (Medicaid)? Understand the Rules Governing the Homestead

There are very specific rules governing the definition of the homestead with regard to applying and qualifying for Medical Assistance (Medicaid). For...

Powers of Attorney Are Best Left to Attorneys

Many of the inquiries we receive involve Powers of Attorney (POA) — and many of these inquiries deal with the ramifications of...

New Medicaid Home Care Rules Help Keep Loved Ones at Home

There are many benefits to Medicaid Assistance, including the ability for seniors to age at home and receive care from a family...

Gifting & Transferring Assets Outright or to a Trust?

If you are considering gifting or transferring assets, there are distinct differences between an outright transfer and a transfer into a trust...

Do I Need a Trust? Maybe Not!

Often we are contacted by individuals who want to set up a trust; they come to us convinced that they need a...

Revocable vs. Irrevocable Trusts

Trusts are valuable tools in estate planning, but they are often misunderstood. That might be because there are two different types of...

To Have (or Not to Have) a Will? That Is the Question

Have you ever asked yourself: Do I need a will? Pop culture’s portrayal of a will execution and the probate process has...

Estate Accountings in Surrogate’s Court

My Home Value Increased. Can I Still Qualify for Medicaid?

We have seen many clients selling houses within certain areas of New York who have benefited from increased real estate growth and...