“Know Where Everything Is” You recently received a newsletter from me for the first time in a while about the new Medicaid home care rules and pooled trusts. As some of you know, I was out of commission for a while at the beginning of the year due to COVID. It was quite an ordeal. […]
Chad 00:03 Hi everyone. Chad Burton here. This is a special event. Let’s call it that cool Lori special event where, um, Lori and I have been chatting about, uh, her practice and clients and different things. And this topic came up that we thought, you know, it’d be really good idea. Let’s record an […]
Avoiding Financial Nightmares with Long Term CareTranscription of an Educational Talk from Lori Somekh [00:00:14.780] So what if you’re walking across the street and a cyclist comes barreling around the corner and Bam knocks you down? You hit your head, you’re unconscious, you’re rushed to the hospital, and you need emergency surgery. The good news […]
If you haven’t started your estate planning yet, we don’t hold it against you. There are so many reasons why individuals might choose to put it off. At the end of the day, you’re still healthy and will have plenty of time to get to your estate planning down the road. This may be true, […]
The only thing certain about life is that nothing is certain at all. Unfortunately, we really have no way to know what tomorrow will bring. However, if we start planning now, we can provide our families with prompt closure when the time comes to leave them behind. Here are four reasons why we should be […]
Click on the Article title to view a video on Pooled Income Trust.
As we’ve reported in previous posts and videos, the rules for Medicaid home care in New York have changed as of October 1, 2020. Whereas there has never before been a lookback period for home care in New York, now as of October 1st, there is a 30-month lookback period. Under the new law, […]
