Co-authored by Joanna C. Feldman Under the usual fact pattern, a retirement account will not render someone ineligible for Medicaid. ...

Change is inevitable, and it comes in many shapes and sizes.  Death, disability, and divorce are three of the most common changes in life...

While I cannot say whether there are mistakes in your estate planning documents, the wording of your document may be confusing to you as...

Co-authored by Joanna C. Feldman Let’s consider the cost of care versus the legal fees to implement proper planning. So often, when I ask...

The elderly are vulnerable, and as a result, are often soft targets for non-physical abuse. I refer to them as “silent abuses” because...

Co-authored by Joanna C. Feldman To be eligible for Medicaid benefits in a nursing home in 2018, one may have no more than $15,150.00 in...

Co-authored by Joanna C. Feldman Generally speaking, Medicaid rules require most of one’s monthly income be contributed toward the cost...

In many cases, a divorce is a traumatic experience for both parties. Usually, neither party has given any thought to the unintended...

Co-authored by Joanna C. Feldman This is a question we’re continually asked, so we’re glad we have another opportunity to clear things...

While an annuity might serve you well from a financial planning perspective, financial planners and clients must be aware of the...

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement...

Co-authored by Joanna C. Feldman A Medicaid Trust is often used when planning for the future and contemplating the fact that one might...

The nomenclature used to title accounts can be daunting and quite frankly downright confusing.  After creating trusts for our clients, we...

Co-authored by Joanna C. Feldman As Monday, April 16, 2018, was Health Care Decision Day, your question is timely.  In New York, a Health...

A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were...

When I meet with people for the first time who are interested in estate planning, their focus is usually on after-death planning....

If your Medicare drug plan denies coverage for a drug you need, you don't have to simply accept it. There are several steps you can take...

A long-term care policyholder has successfully sued her insurance company for breach of contract after the company raised her premiums....

Co-authored by Joanna C. Feldman The truth is that very often, “elder law” attorney is a misnomer as it pertains to many of our clients....

While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through...