What Was Team Russo Up To This April?
April 1, 2022 Vincent J. Russo Appeared on CFN Live -“Protecting Your Child with Special Needs (the Supplemental Needs Trust)” Re-watch Vincent J. Russo as he addresses these common questions…
Estate Planning in the New Year
It’s that time of year again! The new year is here, and everyone is thinking about new year's resolutions, getting organized, and being best prepared for the year ahead. Often,…
What Should You Include in an Estate Plan?
What exactly should you include in your estate plan? Every estate plan (whether simple or complex) should start with a Durable General Power of Attorney. This document allows you to…
Three Estate Planning Strategies to Consider When Planning for Long-Term Care
Aging is not easy. It can take a toll on your health and your wallet. Both home care and nursing home care are very expensive. It is not necessary to…
It’s Never Too Early to Start Planning for the Future
We have all heard those stories where we stop and say, wait, but he was a runner and took great care of himself. He was only 52. She was only…
Medicaid versus Medicare – FAQs
I always get Medicaid and Medicare confused – Can you tell us the difference? Distinguishing between Medicare and Medicaid can be confusing, but there are several key differences between the…
Medicaid Planning
Medicaid is a joint federal and state program that covers nursing home costs for people who meet both the financial and health eligibility requirements. Medicaid in New York covers long-term care…
UTMA (Unified Gift to Minors Act) Custodian Accounts – Protect Your Children From Their Money
A child’s very first account is likely a custodial account established at a bank, brokerage firm or with a mutual fund company. The goal is to provide for life milestones…