A Primer on Planning for Longevity and Funding Long Term Care

Bank of America 300 Broadhollow Road, Mellville, NY

In New York State, the annual cost of nursing home care ranges from approximately $90,000.00 to over $150,000.00, and it is climbing each year! That is approximately $240.00 to $410.00, per day. If you choose to stay at home, where most of us would prefer to be, and hire home health aides, the cost of your care could be even more. Home health care […]

Comprehensive Estate Planning for Individuals with IRAs and Retirement Plans

North Shore High School 450 Glen Cove Avenue, Glen Head, NY

Retirement accounts often constitute a significant portion of a client's estate, representing years of hard work, savings, and savvy investing in a tax-deferred investment portfolio. For many clients the balances in their retirement accounts will be among the most valuable assets in the legacy they leave for beneficiaries. In June of 2014, the U.S. Supreme Court […]

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