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 »
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 »
