Medicaid - Home Care / Community

Often confused, the look-back period and the penalty period are two distinct concepts in Medicaid planning.  It is important to...

Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But...

For 2017, the federal lifetime estate and gift tax exemption have increased to $5,490,000.  This means that you can gift this amount over...

With Congress about to break for a two week Spring recess, the repeal of Obamacare appears to have stalled and remains uncertain....

The look-back period is very different from the penalty period and as always the rules are different depending on whether you are seeking...

Second to the house, an individual retirement account (“IRA”) is usually the largest asset when looking into someone’s financial...

If there is one unavoidable consequence of life and relationships, it is that our loved ones may fall ill at some point, whether it be a...

In Yorktown, NY and the surrounding community, I often see the homestead as the single most valuable asset of an estate. The “American...

In a perfect world, everyone would craft an estate and elder care plan well in advance of having to implement it˗ but the world isn’t...

Medicaid has strict asset rules that compel many applicants to “spend down” their assets before they can qualify for coverage. It is...