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365 Route 59, Suite 231 ~ Airmont, New York 10952
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Notarizing Documents for Seniors With a Dementia Diagnosis

September 11, 2023 An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents. What Does It Mean to Get a Document Notarized?According…

The Role of Assisted Living Facility Staff

September 6, 2023 Seven out of 10 people will require assisted living care in their lifetime. In 1995, the National Center for Assisted Living created National Assisted Living Week to shed light on the critical role that assisted living communities play in many older adults’ lives. This year, National Assisted…

Dual Eligible Special Needs Plans – Are They Right For You?

August 30, 2023 As of 2020, approximately 12.5 million people have both Medicare and Medicaid coverage. Medicare is a federal health insurance program for people over 65 and certain disabled individuals. Medicaid is a joint federal and state program that helps provide medical care for those with limited income and…

Your Will Can Protect Your Children With Disabilities

August 16, 2023 August signifies National Make-a-Will Month. For the one in five families who care for children with special needs, estate planning is crucial. Parents of a child with a disability face numerous challenges and concerns. One 2022 study found that getting sick stands among these parents’ biggest worries….

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

August 15, 2023 Earlier this year the IRS released Revenue Ruling 2023-2. That Ruling examined a common situation in advanced estate planning. The grantor had set up an irrevocable trust and had gifted assets to the trust in what was a completed gift for gift tax purposes. The taxpayer retained…

How Changes in the Student Loan Landscape May Affect You

August 7, 2023 According to AARP, people aged 60 and older owe upwards of $290 billion in student loan debt. Thankfully, many federal student loan borrowers have experienced payment reprieves for the past few years due to multiple payment pauses enacted during the pandemic by the CARES Act and other…

11 Things You Can Do Online Via the Social Security Website

July 26, 2023 The Social Security Administration (SSA) website hosts a wealth of online tools that offer you convenient access to benefits information. To make the most of these tools, simply create a my Social Security account online. It is free to set up a mySSA account. More than 65…

How No Surprises Act May Help With Unexpected Medical Bills

July 24, 2023 The No Surprises Act is a federal law enacted to protect patients from unexpected medical bills incurred on or after January 1, 2022. It aims to address the issue of surprise medical billing, which can occur when patients receive unexpected charges for their medical care. The Act…

Why Georgia’s New Medicaid Program May Impact You

July 17, 2023 In June 2023, Georgia announced the implementation of the Pathways to Coverage program, effective July 1, 2023. If successful, it could allow able-bodied adults who have not previously qualified for Medicaid to join the program and have access to health coverage if they meet certain conditions. What…

Home Health Services Underutilized by Seniors, Study Shows

July 12, 2023 Health Affairs estimates that 4 million older adults can only leave their homes with assistance, making accessing care challenging. The Centers for Disease Control and Prevention reports that 1.3 million Americans receive care in nursing homes. According to A Place For Mom, more than 810,000 reside in…