Close

Schedule an in-office, Zoom or phone consultation Here.

New York Estate Planning & Elder Law Blog

Updated:

Recognizing the Common Mistakes that People Make with IRA Accounts

For many individuals, retirement accounts are one of the largest assets that they have to pass on to loved ones throughout estate plan. Without the assistance of a knowledgeable estate planning professional, however, it is very common to make mistakes including with IRA’s.    In the hopes of helping you…

Updated:

Adding a Trust to Your Estate Plan 

Trusts are an excellent method for individuals with substantial assets to pass their wishes and wealth to others or a charitable organization when they pass. The key to an effective trust begins and ends with documentation. The proper documents, when drafted carefully by a qualified attorney, ensures your beneficiaries will…

Contact Us
Live Chat