Blog Post

Medicaid Planning 2026
Blog

Medicaid Planning 2026

Starting 2026, NY Community Medicaid enforces a 30-month look back on asset transfers, risking benefit delays. Early planning, tracking finances, legal advice, and family coordination are crucial to protect eligibility.

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Digital Asset Safety
Blog

Digital Asset Safety

Protect your New York digital assets—cryptocurrency, online accounts, and more—with thorough inventory, legal documents, and expert estate planning to ensure secure, accessible inheritance.

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Blog

Planning Insights

Special Needs Planning is crucial for New York families to protect benefits and resources for individuals with disabilities. It involves setting up trusts, like first-party and third-party SNTs, and coordinating wills and accounts to avoid benefit disqualification. Early planning, expert legal guidance, and regular updates ensure long-term security and stability.

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Blog

Estate Planning Tips

Estate planning in New York is essential but complex. Common mistakes include not updating documents or understanding state laws, leading to tax issues and disputes. Use wills, trusts, and seek expert advice.

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