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 same sex marriage throughout the United States for the first
The Senior $afe Act was first introduced in July of 2017. It was designed to protect vulnerable adults from financial exploitation. As of last month it has passed the House and Senate and was signed into law. S.223 – Senior$afe
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, Atria Roslyn Harbor provides the ultimate in luxury senior living.
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 yours, too. Did you know that Prince died without a
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 for Medicaid, known as “Applicants/Recipients” (hereafter referred to as A/R’s),
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, however, I am asked, “David, is the Irrevocable Trust we
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 to hospitalization leaves. The intent of this amendment was to
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, Esq. Lorem Ipsum Generator. Some seniors think Medicare made a mistake
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 mind. Despite lawmakers’ best efforts, some of these existing laws
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 the “CAREGIVER ADVISE, RECORD AND ENABLE ACT” also know as
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 to support & marital rights. This Article will consider some
