10 ESTATE PLANNING MISTAKES & HOW TO AVOID THEM: • ARE YOUR DOCUMENTS OUTDATED OR MISSING SIGNATURES? • COULD YOU HAVE THE WRONG PERSON AS EXECUTOR? • HAVE YOU FAILED......
Ashlea EbelingForbes Staff Retirement The U.S. Supreme Court has announced it will hear a trust tax case that has significant implications for states and trust beneficiaries: Hundreds of millions of dollars of......
SAN JOSE, Calif. (KGO) –Located in San Jose, California, The College of Adaptive Arts (CAA) delivers lifelong learning and an equitable collegiate experience to adults with special needs. Founded in......
On September 18, the Department of Veteran Affairs (VA) issued major changes to its Veterans Pension, including “Aid and Attendance,” and other needs-based benefits. You can protect your assets without......
The Hon. Eileen Rakower, a New York State Supreme Court Judge, ruled that the DOL’s Emergency Regulation allowing live-in workers to receive 13 hours of pay for 24-hour shifts was......
New York Times on Saturday Sept. 28, 2018 By Tara Siegel Bernard Graphic by Karl Russell It’s no wonder that Social Security is politically contentious. The program’s reach is vast: More than......
New York Times Aug. 18, 2018 By Elizabeth Olson Dawn Shaw, a retired legal secretary in northern Maine, made two stops weekly without fail. One was her church. The other was......
by Brian Thompson , CONTRIBUTOR JD/CFP® helping LGBTQ couples thrive today and prepare for tomorrow. Opinions expressed by Forbes Contributors are their own. “Three years ago, Obergefell vs. Hodges upended financial planning for LGBTQ couples, legalizing......
The Senior $afe Act was first introduced in July of 2017. It was designed to protect vulnerable adults from financial exploitation. As of last month it has passed the House......
The Atria on Roslyn Harbor has IDA rent reduction slots available for residents whose income is below $40,850 for a single person or $46,700 for a couple. As you know,......
What It Was Like to Finally Write My Will by John Schwartz, NYT, April 8th, 2018 Image by Alice Yu Deng Unless your life is extraordinarily uncomplicated, you should write......
Do I need to apply for Social Security or other benefits to be eligible for Medicaid? By David R. Okrent, CPA, Esq. New York State requires people receiving or applying......
Can An Irrevocable Trust Be Revoked in New York State? By David R. Okrent, Esq., CPA A very popular tool in estate planning is the use of an Irrevocable Trust,......
Subject: 2017–’18 Enacted Budget Update-Reserved Bed Days Chapter 57 of the Laws of 2017 recently amended Public Health Law § 2808(25) relating to Medicaid reimbursement for reserved bed days due......
My hospital stay was “Observation” status, so Medicare refused to pay for my Rehabilitative Care CMS Issues Instructions Regarding the Medicare Outpatient Observation Notice (MOON) By David R. Okrent, CPA,......
New Legislation Provides Tools for Seniors to Combat Elder Abuse Like many states throughout the country, New York State has existing elder laws that were developed with elder safety in......
Great News, On January 7, 2016 New York Moves Forwarded InProtecting Patients Upon Discharge. By David R. Okrent, Cpa, Esq. On January 7, 2016 New York enacted new laws titled......
Another smart reason to have Good & Current Powers of Attorney: Spouses and Medicaid Spousal Refusal Planning By David R. Okrent, Esq. C.P.A. Complex spousal issues arise from an obligation......