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The Medicaid Spend Down Process In New York

The Medicaid Spend Down Process In New York

  You are most likely reading this article because you had a family member that had a health event and the doctors have informed you that they are not allowed to go back home to their house and will need some form of health assistance going forward.  This article was...
How Are Trustee Commissions Calculated & Taxed?

How Are Trustee Commissions Calculated & Taxed?

  If you are the trustee of a trust, in most cases, you are allowed to be paid a commission from the trust assets.  States have different rules with regard to the trustee commission calculation.  This article will assist you in understanding how the commission is...
Do Trusts Expire?

Do Trusts Expire?

Do trusts have an expiration date after the death of the grantor?  For most states, the answer is “Yes”.  New York is one of those states that have adopted “The Rule Against Perpetuities” which requires all of the assets to be distributed from the trust by a specified...
Should I Establish A Power of Attorney?

Should I Establish A Power of Attorney?

    There are three key estate documents that everyone should have:               Will             Health Proxy             Power of Attorney   If you have dependents, such as a spouse or children, the statement above graduates from “should have” to “need to have in...

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