A pooled trust is established and managed by a not-for-profit organization along with a trust company acting as trustee. It permits individuals to protect their eligibility for public financial assistance, such as Community Medicaid (Home Care) and Supplemental Security Income…
On October 17, Team Russo participated in the American Cancer Society’s Making Strides for Breast Cancer Walk. For this 28th Annual walk, we were back in person with close to 7,000 Participants and 1,017 Registered Teams! Overall, a total of…
If you have assets such as bank accounts, brokerage accounts, or real property, you have an estate and therefore you need to have a plan! Your estate is what you have today and what you leave behind after you pass…
Are you a disabled United States Veteran? Do you know that you may be entitled to some disability benefits from the Veterans Administration (VA)? There are a couple of disability benefits available to disabled Veterans that could help you pay…
Right now, major tax legislation is being considered by Congress, but the good news is that step up in basis does not appear to be on the chopping block. Step up in basis is the readjustment of the value of…
Since 2018, thousands of recipients of Supplementary Security Income (SSI) have been receiving correspondence from the Social Security Administration (SSA) falsely claiming that the recipient owns properties that make them ineligible for SSI. As a result, the SSA has been…
Do I need an estate plan? Or maybe you think you don’t. Well, think again! If you’re over the age of eighteen, you need an estate plan. Why is an estate plan so important? Estate planning is life planning. When…
Twenty years have passed, and we have not forgotten those who tragically lost their lives at the World Trade Center, September 11, 2001. Vincent J. Russo had the privileged to honor those first responders who fought to save the lives…
During this COVID-19 emergency period, New York state has eased the rules for all Medicaid clients. What this means is that the Medicaid rules in regard to applying and recertifying for Medicaid have been relaxed. This easement is projected until…
Dear Friends, I can remember September 11, 2001, as if it was yesterday. Twenty years have passed, and we have not forgotten those who tragically lost their lives at the World Trade Center. On that horrifying day, some lives were…