Clover Heating & Cooling Celebrates 40 Years of Service 

What began as a leap of faith in 1985 has grown into four decades of trusted service, innovation, and commitment to homeowners throughout New York.  After leaving his job in […] Read more »

UTMAs, 529s & Trust Funds, Oh My! Which Is the Best Vehicle to Provide for Your Children & Grandchildren?

New Yorkers who wish to create a nest egg for minor loved ones have a variety of choices—from Uniform Transfers to Minor Accounts (UTMAs) and NY 529 College Savings Plans […] Read more »

The Conundrum Of The Caregiver Child

In families with multiple adult children, there is often one child who resides with or in close proximity to an aging parent, and who, as a result, is tasked with […] Read more »

The Trouble with The Transfer On Death Deed

When one dies with assets in their name alone at death, those assets pass according to the terms of their Last Will and Testament (if they have one) or NY’s […] Read more »

Four Estate Planning Myths that Could Cost Your Family

Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home, a retirement account and cherished family heirlooms […] Read more »

From “I Do” To “I Do Not” – What is Spousal Refusal, and How Can it Help Me Financially Qualify For Medicaid?

Medicaid is a valuable resource to consider when faced with the prospect of financing the cost of long-term care. Yet, many are under the impression that Medicaid is only available […] Read more »

Partner Content: Should Breaking News Alter Your Investment Strategy?

More than ever before, investors are inundated with news alerts and headlines on market-moving events. The 24/7 news cycle, social media and technology have allowed global headlines to be accessible […] Read more »

Why an Irrevocable Medicaid Asset Protection Trust Works for Non-Medicaid Related Reasons

The Irrevocable Medicaid Asset Protection Trust (MAPT) is regularly used by elder law attorneys to protect one’s assets from the cost of long-term care. The transfer of assets to a […] Read more »

Want to Help this Earth Day? Play Outside.

Over 56 years ago, the first inaugural Earth Day event occurred in the United States. What started as a small protest for the environment has since grown to reach 193 countries and over 1 billion people. The […] Read more »

Partner Content: The Final Act: Medical Aid In Dying Legislation Passes In New York

Despite opposition from religious leaders and certain patient advocate groups, NY has joined the growing list of states that allow a terminally ill, mentally competent adult to end their life […] Read more »