Jessica Kiely, PCApr 22, 20211 min“5 year look back”Most people have heard of the term “5 year look back” when talking about qualifying for Medicaid to cover the cost of a nursing home....
Jessica Kiely, PCMar 8, 20213 minGift Tax in 2021: How Much Can I Give Tax-Free?Few will ever pay gift tax, but you might have to let the IRS know about some smaller gifts. Many people don't realize that the federal...
Jessica Kiely, PCMar 1, 20214 minNew York Estate Tax exemptionNew York is one of the handful of states that still imposes an Estate Tax. In 2021, the New York Estate Tax exemption is $5.93 Million,...