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Helpful Tips, Information and Nuances about Medicare

Medicare is our government’s health insurance plan for people age 65 or older (with exceptions). There are four parts to Medicare; Part A (Hospital Insurance), Part B (Medical Insurance), Part C (Medicare Advantage plans) and Part D (Prescription drug coverage)....

Death Without a Will in New York State

If you die without a will in New York, your assets will go to your closest relatives under state “intestate succession” laws. Here are some details about how intestate succession works in New York. Which Assets Pass by Intestate Succession Only assets that would have...

3 Signs That Your Loved One May Need Help Managing Their Finances

Much has been said about the aging process.  It was the legendary actress Bette Davis who once said, ‘getting old ain’t for sissies’ and the Rolling Stones wrote a song “What a drag it is getting old”.  The facts are that every 8 seconds a baby boomer turns age 65 and...