Special Needs Trusts and Planning in Connecticut and New York
What are Special Needs Trusts? Under means-tested benefit programs like Medicaid and Supplemental Security Income (SSI), disabled people can only […]
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How Much Does Social Security Pay?
So how much will you get from Social Security when you retire and how much does it change if you […]
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Social Security is Complicated
Bottom line, you will use your Social Security and it will be meaningful to you. However, it was not designed […]
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Connecticut is an Expensive Place to Die – Estate Taxes and Probate Fees
Connecticut is an expensive place to die. First, you have an estate tax that starts at $2M. The federal exemption […]
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Contribute to your Child or Grand Child’s Retirement Plan
The Wall Street Journal has an interesting article on why a parent or a grand parent would want to contribute to a […]
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The Ethics of Qualifying for Medicaid
The New York Times just published an article entitled, “The Ethics of Adjusting Your Assets to Qualify for Medicaid” and […]
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Issues with Guardians and Conservators
If you don’t have a Power of Attorney, someone will have to be appointed guardian or conservator in order to […]
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Can You Move to Connecticut or New York While on Medicaid?
You can move to Connecticut or New York while on Medicaid but it will not be easy. You will have […]
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You’re Probably Going to Need Medicaid
You’re Probably Going to Need Medicaid, New York Times 6-13-17 “Roughly one in three people now turning 65 will require nursing […]
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2017 SSI and Spousal Impoverishment Update
Medicaid has updated the SSI and Spousal Impoverishment Standards for 2017. These updates are effective 7-1-17. The new Minimum Monthly Needs […]
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