Why a wealth transfer is often deemed a failure
For individuals or couples who have been fortunate enough to amass a considerable amount of wealth, the question of how to transfer all or a …
For individuals or couples who have been fortunate enough to amass a considerable amount of wealth, the question of how to transfer all or a …
In many marriages, each spouse fulfills a certain role and takes on certain responsibilities. This is often especially true when it comes to financial matters. …
Spouses advised to take active role in the estate planning process Read More »
Based on figures obtained from several reputable banking and financial sources, the average credit card holder has nearly $8,000 in revolving debt, while those individuals …
When a loved one dies, who bears the responsibility for his or her debts? Read More »
According to Investment News, during the next three decades, baby boomers will pass along an estimated $30 trillion in wealth to their heirs, via inheritance. …
Don’t let an inheritance windfall be your downfall Read More »
In life, there are things that we all know we should do. Exercise, eat healthy and budget wisely are things that we know have inherent …
Empowering clients to remain in control during the retirement years Read More »
Just about every parent wants what’s best for their child and would do just about anything to make sure that their child is happy and …
Making long-term care plans for your loved one with special needs Read More »
For a business owner, a company is often regarded much like another child. This makes perfect sense when you consider the amount of time, attention …
Keeping it in the family—the importance of business succession planning Read More »
You might assume that your family will know your wishes in the event that you become unable to make financial and medical decisions on your …
Advanced directives allow you to clarify your wishes regarding finances and health care Read More »
We often hear about philanthropy endeavors and sizable charitable donations of billionaires like Bill Gates, Warren Buffet and Mark Zuckerberg. While there’s no diminishing the …
The many benefits of incorporating charitable donations into an estate plan Read More »
Estate plans are for people of all income levels. However, it is particularly important for high-net-worth people to make estate administration plans in New York. …
Many high-net individuals do not have estate administration plans Read More »