Westchester Elder Law Attorneys Anthony J. Enea and Sara E. Meyers Shed Light on Retirement Planning
The meeting, "The Top 6 Things Both Clients and Attorneys Planning for Retirement Must Understand," marks the latest speaking engagement for
"Retirement requires an organized plan and strategy," said Enea. "While many of us want to go out with our boots on, doing so without having a plan in place will create significant havoc. Start by physically organizing your affairs. Locate all of the most important legal documents executed over the years. These include your last will as well as any trusts, advanced directives, property deeds, mortgages and notes, insurance policies, bank and investment records, income tax returns, passports, birth certificates, and, if applicable, military discharge records."
A strong leader in
An authority on Medicaid and special needs planning,
"If one is financially and categorically eligible, the federal/state program providing care for seniors either at home or in a nursing home is Medicaid – a 'means tested' entitlement program that looks at both the resources (savings) and income of the senior to determine eligibility," said Meyers. "A senior who is single is not allowed to have more than
Named a "Super Lawyer" for the New York Metro region,
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Read the full story at https://www.prweb.com/releases/westchester_elder_law_attorneys_anthony_j_enea_and_sara_e_meyers_shed_light_on_retirement_planning/prweb15978516.htm
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