Yes, of course. All of Lamson & Cutner’s recommendations and strategies are based on provisions of Federal or New York State laws or rules, and are entirely proper. They’re time-tested, reliable, and cost effective. We do not believe in taking risks or employing so-called “cutting edge” strategies for our clients. We want clients to be secure in the knowledge that they are acting properly and responsibly in seeking benefits that they are entitled to receive, and have helped pay for through their taxes and payroll deductions. If you’ve saved some money and paid your taxes, you don’t want to put yourself in a positon where you would have to live out your remaining years in poverty when Medicaid benefits are available to you.
For effective planning, if you are making any transfers of your assets now, the five-year look back period must be taken into account.
Contact Us Today!