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What Did The Proposal To Eliminate Medicaid Spousal Refusal Mean To New York Families

The 2012 - 2013 Executive Budget proposed an amendment to Social Services Law §366(3)(a) to provide that for Medicaid eligibility the income and resources of a legally responsible relative (including a spouse) would be resources for home care services.

Spousal Planning Issues

Under the Medicare Catastrophic Coverage Act (MCCA), states are given the discretion to establish an income allowance for the community spouse (which, in 1989, was $1,500) to be adjusted every year for inflation. New York has consistently chosen the highest income allowance, which currently is $2,841 per month.

Tag Archives: wills

Five Bad Reasons to Delay Writing Your Will

Various surveys indicate that more than 40 percent of Americans over age 55 ― and half of Americans with children ― don’t have a will. Following are five common reasons people give for their delays, and why they are poor excuses for not organizing an estate: I’m not wealthy enough to need a will. An… Read More »

By Anthony Lamberti | Published March 4, 2014 | Posted in Estate Planning | Tagged delaying your will, wills | Leave a comment

The Estate Plan You Already Have

Warren Hillman was a federal employee who owned a Federal Employees Group Life Insurance (FEGLI) Policy with a death benefit worth over $124,000. Hillman had named his former wife, Judy Maretta, as the beneficiary on that policy. When they divorced, Hillman neglected to change that designation, even after he remarried. When Hillman died in 2008,… Read More »

By Anthony Lamberti | Published September 3, 2013 | Posted in Estate Administration, Probate | Tagged Keeping your beneficiary designations current, Naming a contingent beneficiary, wills | Leave a comment

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Tag Archives: wills

Five Bad Reasons to Delay Writing Your Will

The Estate Plan You Already Have