How Does a Pooled Income Trust Work? - Including a Flow Chart
Many clients, and people who attend our presentations, have questions about how a Pooled Income Trust (“PIT”) works. These Trusts are indispensable tools for managing your income if you need Community Medicaid services. Using a PIT is not complicated, once you get used to using it, but it requires thinking about your income in a […]
Read More
5 Reasons a Comprehensive Paid Consultation with an Estate Planning or Elder Care Attorney is a Valuable Investment
“Free Elder Law Consultation” - or - “I Just Need a Will”: Two Misguided Ideas You're right to be concerned about your senior years, and about what will happen once you pass away. It’s crucial to become informed about the risks that you face. You can take action to protect yourself, your family, and other […]
Read More
May is Older Americans Month: Champion your Health AND Plan Ahead
Eating right, staying active and planning for long-term care can maximize your quality of life Celebrated every May, Older Americans Month is a time to recognize older Americans' contributions, highlight aging trends, and reaffirm commitments to serving older adults in our communities. It was established by the Administration for Community Living, a US government organization. […]
Read More
Finalized NY 2026 Medicaid Resource and Income Levels
New York State has published finalized Medicaid thresholds and limits for income and assets for 2026. Some of the figures are based on the Federal Poverty Level (FPL), which the Federal Government publishes in February. Other New York State figures were published at the end of last year. Click on the chart below to print […]
Read More
When You or a Loved One Needs Help: Taking the First Step Can Bring Peace of Mind
The holidays can be joyful, but also sad or anxious. Those who have family and/or good friends can enjoy spending time with their loved ones, but sometimes seeing someone after time spent apart makes you realize that worrisome changes are occurring, and that your family member or friend needs help. Or perhaps you realize that […]
Read More
5 Reasons a Medicaid Asset Protection Trust 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 […]
Read More
Sign Up Now for the October 15 CEU at Broadview at Purchase College
Need to review the flyer? Click here
Read More
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
Read More