Estate planning is typically thought of as a family affair. This is because individuals most often leave their assets and property to their spouse, children …
Single? Here’s why you really need an estate plan Read More »
While most people would likely agree that planning for one’s future and those of loved ones is important, many fail to take steps to establish …
Helping clients use Medicare and Medicaid to achieve estate planning goals Read More »
Most people consider a will to be the cornerstone upon which a comprehensive estate plan is built. People often use a will to leave personal …
Factors to consider when choosing who to name as an estate’s executor Read More »
New York business owners likely worked for years to achieve certain professional accomplishments. When an individual makes the decision to retire or is no longer …
For business owners, succession planning provides security and control Read More »
At its core, the estate planning process helps people plan for unforeseeable life events. While we all know we won’t live forever, there are many …
Every parent has concerns about their child and his or her future. For parents who have a child with special needs, worries about the future …
How can parents provide for a child with special needs? Read More »
The word success means different things to different people. For many, attaining a certain level of financial independence and freedom that allows one to live …
Using an irrevocable life insurance trust to avoid estate taxes Read More »
Aging is an inevitability of life and, as we age, it’s important to take steps to plan for one’s changing needs. For many families, it …
Planning today for future care and housing needs Read More »
Taking steps to establish a comprehensive estate plan is one of the most loving and beneficial gifts a parent can bestow to his or her …
Role of trustee comes with many responsibilities Read More »
