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 »
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 »
