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Monthly Archives: March 2023

EstatePlanning6

Estate Planning Options: A Will Or A Living Trust?

By Meyer & Spencer, PC |

When a person is planning their estate in Putnam or Westchester County, they have the option of doing so in the way that fits their family situation best. Most people will execute a Last Will and Testament, which will often be perfectly sufficient for their needs. However, some estates may be better served by… Read More »

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CouplePlanning

Explaining The Medicaid “Lookback” Period

By Meyer & Spencer, PC |

The majority of nursing home residents in the U.S. receive some kind of Medicaid assistance to help cover the cost of care. However, in order to receive that assistance, Medicaid recipients must pass a means test – in other words, they must not have income or assets over a certain level. This threshold can… Read More »

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