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You should be checking on your accounts as often as you review your estate plan. In general, we recommend an estate plan review every three to five years. Any change in life circumstances or family, or changes in the law, will warrant a review of your plan as well.

Not all estates require a probate or full administration proceeding in New York State. A small estate proceeding, also known as a Voluntary Administration, is a simplified聽Surrogate鈥檚 Court聽procedure. Voluntary Administration is available if the decedent died with or without a Will.

Medicare never covers the full cost of a skilled nursing facility. Medicare does not always provide 100 days of rehabilitation, it will pay 鈥渦p to鈥� 100 days.

A Fair Hearing is how to challenge a determination made by a local social services agency (鈥淎gency鈥�). An Administrative Law Judge from the New York State Office of Temporary and Disability Assistance Office (鈥淥TDA鈥�) precedes over the hearing.

When purchasing investment property, it is better not to own the property in your personal name. Both a Limited Liability Company (LLC) and a Corporation (Corp) offer creditor protection.

The legalities surrounding a Last Will and Testament stem from Roman times, when six witnesses affixed their personal seals to a Will. The Will was later validated by examining these seals to make sure they remained intact.

Community Medicaid is a government funded, need-based program that cover鈥檚 long term care services in one鈥檚 home. This means that recipients who qualify can have a home health aide help them in their home.

Change is coming! The New York State Fiscal Year 2023 budget expands the ability for New Yorkers to qualify for Medicaid if they are 65+ years old, blind or disabled. Effective January 1, 2023, the allowable amounts for income and assets are increasing.

If your loved one needs care now or in the future, how do you pay for it? Britt Burner discusses nursing home Medicaid eligibility and requirements.

Spring is here and so is tax season. The income tax filing deadline this year is April 18, 2022.