Estate planning is easy to think of as a task that only needs to happen once. After signing a will or creating a trust, many people assume their plan will continue to reflect their wishes for years to come. In reality, life does not stay the same. Families grow,...
Your 50s represent a bridge between the busy years of raising a family and the start of your next adventure. As your children become independent and leave your home, the estate plan you put in place years ago may no longer be necessary or effective. Refreshing your...
Many people write a will early in life and never look at it again. Retirement, however, brings significant changes to your assets, your relationships and your plans for the future. What made sense in your will ten years ago may no longer apply today. Taking a closer...
If you are worried that qualifying for Medicaid means spending down everything you have worked for, you are not alone. That fear keeps many people from planning until it is too late. The reality is that New York Medicaid distinguishes between assets that count against...
