Five reasons why a Medicaid Asset Protection Trust (“MAPT”) is an essential planning strategy for many
More so in New York than in any other state, Medicaid is not “just for poor people.” Medicaid serves millions of people in New York, many of whom own homes and have investments and savings. They and their families would be devastated financially without Medicaid assistance for their long-term care needs. Once someone needs long-term […]
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Sign Up Now for the October 15 CEU at Broadview at Purchase College
Need to review the flyer? Click here
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Plan-a-Palooza 2025 - Saturday, September 27
10:00 am - 12:30 pm (Doors open at 9:45) Rye Presbyterian Church*, 882 Boston Post Road, Rye NY 10580 *The event is not affiliated with the church Need to review the flyer with all the info? Click here
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May is Older Americans Awareness Month:
The Revolution in Longevity Has Created Opportunities and Risks You may be older than you used to be, but you’re still the person you always were. That’s a message younger people need to learn. A 70-, 75- or 80-year-old person, whether robust and fit, or even if compromised in some way, is often still active […]
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To Stay Mentally Sharp and Avoid Dementia To Clients, Health Care Professionals, and Friends: Recently, I became acquainted with a non-profit organization called Sharp Again, and I have since joined its Board of Directors. I became involved because their mission is so important and useful: the delay and prevention of Alzheimer’s disease and dementia. In […]
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New York’s Consumer Directed Personal Aid Program (“CDPAP”):
Huge Changes are Arriving NOW New York's CDPAP program allows a person who is eligible for NY Medicaid home care, or their designated representative, to select, hire, train and schedule their own caregivers. The caregiver can be a friend or family member other than a spouse. An MLTC (Managed Long Term Care) plan determines how […]
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NY State has published 2025 Medicaid threshold levels and nursing home Regional Rates: Some will change when new Federal Poverty Levels are announced
The New York Medicaid limits and thresholds for 2025 have been published - but they will probably change in February. The NY Medicaid eligibility limits for income and "resources" (assets) are tied to the Federal Poverty Level ("FPL"). That figure is normally published by the Federal Government in February, so when that happens, NY Medicaid […]
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A Shocking Surprise Regarding Urgent Care Facilities
A recent article in the New York Times, written by a doctor, revealed that different urgent care facilities sometimes charge wildly different prices, based on their status. The doctor’s daughter needed an x-ray, and the urgent care billed them for hospital-based x-rays. The doctor, who works in a hospital, was expecting a bill of around […]
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What is the Medicaid “Look Back,” what is the “Penalty Period,” and how do they work?
Many people have heard of the Medicaid “look back” and “penalty period,” but don’t understand what they are or how they work. Here are the rules and the situations in which they are applicable in New York. First of all: In New York, there are two categories of Medicaid services: Community Medicaid and Nursing Home […]
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