Retirement requires an organized plan and strategy. While many of us want to go out with our boots on, doing so without having a plan in place will create significant havoc.
WESTCHESTER COUNTY, N.Y. (PRWEB) December 11, 2018
Westchester elder law attorneys Anthony J. Enea and Sara E. Meyers of Enea, Scanlan & Sirignano, LLP in White Plains and Somers, N.Y. recently addressed the legal, financial and long-term care planning implications for prospective retirees at the New York State Bar Association’s 2018 Senior Lawyers Section Fall Meeting. With millions of baby boomers coming of age, Mr. Enea and Ms. Meyers urge those nearing retirement to take a proactive role in planning for the future.
The meeting, “The Top 6 Things Both Clients and Attorneys Planning for Retirement Must Understand,” marks the latest speaking engagement for Mr. Enea and Ms. Meyers, both highly regarded for their expertise, integrity and fierce commitment to the protection of the rights of seniors, the disabled and their families. Mr. Enea, who lectured on last wills, trusts and advanced directives, also served as the Program Chair.
“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 Westchester’s legal community, Mr. Enea is president of the Westchester County Bar Foundation, a past president of the Westchester County Bar Association, and a past chair of the New York State Bar Association’s Elder Law Section. He was named Westchester County’s Leading Elder Care Attorney at the Above the Bar Awards and Best Lawyers’ 2019 Trusts & Estates “Lawyer of the Year” in White Plains. Mr. Enea’s practice areas include elder law; Medicaid asset protection trusts; Medicaid applications (home care and nursing home); special needs planning; guardianships (contested/non-contested); and wills, trusts and estates.
An authority on Medicaid and special needs planning, Ms. Meyers lectured on the basics of Medicaid eligibility for nursing home and home care benefits.
“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 $15,150 of savings and no more than $862 per month of income to be eligible. However, spouses are permitted to transfer assets to each other to help meet the financial eligibility requirement.”
Named a “Super Lawyer” for the New York Metro region, Sara Meyers concentrates her practice on elder law, estate planning, special needs planning, guardianships (contested/non-contested), and long term care planning strategies, with a focus on Medicaid home care and nursing home. Ms. Meyers is a past chair of the Westchester County Bar Association’s (WCBA) Elder Law Committee and a frequent lecturer for both the WCBA and New York State Bar Association.
Enea, Scanlan & Sirignano, LLP is located at 245 Main Street in White Plains, N.Y. with additional offices in Somers, N.Y. Elder law attorney Anthony J. Enea can be reached at 914-948-1500 or email@example.com. For the latest news, visit Enea, Scanlan & Sirignano online at http://www.esslawfirm.com.
About Enea, Scanlan & Sirignano, LLP
Enea, Scanlan & Sirignano, LLP is an AV preeminent rated elder law firm with offices in White Plains and Somers, N.Y. The practice concentrates on Elder Law; Medicaid Planning; Nursing Home and Home Care Applications; Wills, Trusts and Estates; Guardianships; Estate Litigation; Supplemental Needs Trusts; and Special Needs Planning. Enea, Scanlan & Sirignano, LLP serves Westchester, Rockland, Putnam, the Bronx, Manhattan, Long Island and Queens and is committed to providing the highest quality legal services to seniors, the disabled and their families. Visit the firm online at http://www.esslawfirm.com.