Even if you think your estate plan is complete, there may be other things you should attend to if your spouse outlives you. Most marriages have complexities to consider, such as individual property ownership, joint or separate bank accounts, and children and...
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Creating a pooled income trust for Medicaid
Setting up a pooled income trust is an option for those in need of home care Medicaid in New York to ensure they can preserve excess income and maintain access to Medicaid. People in need of Medicaid who have over the threshold income limit can deposit excess monthly...
Considerations for estate taxes
When estate planning, knowing how your gifts could affect your inheritors' taxes may affect your decisions. This article will examine some common tax considerations that may affect how you structure your estate planning. Thresholds for a required federal estate tax...