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 »
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 »
