For individuals who are contemplating estate planning matters, there may be some confusion about the benefits of establishing a will vs. a trust. Most people […]
Wills vs.trusts and accomplishing estate planning goals Read More »
As New York City residents age, many likely have questions and concerns about their futures, including Medicare. Fears about declining physical and mental health are
How does Medicare factor into long-term care planning? Read More »
The tragic circumstances that surrounded the life and death of the late multi-Grammy winner Whitney Houston, continue to plague those she left behind after her
Conservator and co-guardians named for Whitney Houston’s daughter Read More »
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
Do you have a living will? Read More »
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 »
