There are three types of guardianship proceedings in New York State: Article 17 - Guardianship of minors. Article 17A - Guardianship of adult individuals with intellectual or developmental disabilities. Article 81 - A mental hygiene proceeding for adults who had…
Recently, I was helping a couple with planning. Unfortunately, the husband passed away about two weeks ago. After he died, the family realized that he had one bank account that was in his name alone, with about $3,000 in it. They did not realize this before he passed, otherwise they would have taken care of it.
Today (March 6, 2017) marks the last day a fiduciary of a trust or estate can make a distribution from the trust or estate, and still take the 65-day election on the fiduciary income tax return. The general rule is,…
On Long Island, a tax break affecting 35,000 Nassau County seniors was not renewed this year. Recently, Nassau County let a long-standing property tax abatement expire without any notice to the recipients of the abatement. Approximately 35,000 seniors, all earning…
Reporting the sale of real property could be either really complicated or relatively simple, depending on the facts and circumstances. The type of property will also impact the manner and type of taxes that need to be paid. There may…
When a person dies, his or her estate may need to go through probate. If the decedent leaves a will directing how his or her property should be distributed after death, the will must be submitted to the probate court…
There are some events in life that we can’t emotionally prepare for. They can come on suddenly and unexpectedly. But an estate planning attorney can help legally prepare for some of them. Here are some life events that can be…
A number of my clients have experienced a gap in their Medicaid coverage because they moved from one state to another to be closer to their families. It is important to remember that Medicaid is not portable. You cannot simply…
The Supplemental Security Income program, known as SSI, is a federally administered program.
Unlike Medicare or Medicaid, SSI is a federal welfare program that pays monthly cash benefits to individuals who fall within 1 of 3 categories:
Caring for a loved one at the end of his or her life is both a duty and a privilege.
Hospice is a type of care for individuals who have 6 months or less to live. Instead of trying to cure the illness, pain management & symptom relief become the focus of the patient’s medical team. Hospice care can be obtained in home or in a facility.