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When planning for your financial future—and the legacy you will leave your loved ones—retirement accounts like IRAs and 401(k)s play a critical role. Understanding the differences between these accounts, their tax implications, and how they are treated in estate planning under federal, New York, and New Jersey law is essential for protecting your assets and ensuring a smooth transfer upon death.
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Long Term Services and Supports (LTSS) are services which a person would need to perform activities of daily living (ADL) such as bathing, dressing, grooming, or eating. Retirees, specifically, will need LTSS due to age, physical, cognitive, developmental, or chronic health conditions that limit their ability to care for themselves. LTSS can be provided institutionally in nursing homes or through home and community-based services (HCBS).
