Donna Furey talks about her experiences earlier on in her career leading up to her current role helping individuals and families with Estate Planning, Probate, Tax savings strategies and more…
All New Yorkers have been impacted by COVID-19 but some of us have suffered the ultimate loss. If you or someone you know has lost a loved one, we recommend you consider the following five suggestions:
Effective January 1, 2020, President Trump signed a law which makes major changes to IRAs, 401(a), 401(K), 403(b) and 457(b) retirement plans (hereinafter “retirement plans”) with the passage of the SECURE ACT (“Setting Every Community Up for Retirement Enhancement”).
Watch this interesting video (Webinar) featuring experts discussing health and wellness during the COVID-19 pandemic. The video features Donna Furey – Speaker, towards the end of the presentation.
Major changes were made to Community Medicaid with the passage of the 2020 NYS budget in April. Currently, in order to qualify for Community Medicaid, which provides home care aides, an individual may only have $15,750 in total assets and income up to $875 per month and there is a one month “look back” period on the transfer of assets in order to get down to the $15,750 limit.