Estate Planning 4 Things to Remember about Irrevocable Trusts Irrevocable trusts provide the trust’s creator with certain protections. Despite the advantages that these trusts provide trust creators must give … March 30, 2020 2 MIN READ
Estate Planning Tips on Planning for the Care of Your Pet If you have a pet you likely have a plan for the pet in place in case you go on … March 20, 2020 0 MIN READ
Estate Planning Is a 401(k) Rollover Worth It? A 401(k) rollover occurs when a person directs the transfer of the money in their retirement account to a new … March 17, 2020 2 MIN READ
Estate Planning Why Advance Health Directives Are Overlooked and How to Create One Estate planning is a complex process. For many people estate planning is overwhelming and results in many unanticipated costs. For … March 15, 2020 2 MIN READ
Estate Planning Advice on Letting Your Children Know They Won’t Receive an Inheritance There are some surprising conclusions that people reach after creating an estate plan. For example after putting the finishing touches … March 12, 2020 2 MIN READ
Estate Planning What Separates ABLE Accounts From Special Needs Trusts? Estate planning is difficult but for loved ones with special needs the process can be particularly challenging. Besides worrying about … March 10, 2020 2 MIN READ
Estate Planning Discovering the Power of Estate Accounts If you’ve been asked to help a loved one manage their assets you likely know that there are many complex … March 8, 2020 2 MIN READ
Estate Planning 6 End of Year Estate Planning Mistakes to Avoid If you finally wrote your estate plan in 2019 you likely know just how difficult it can be to sit … March 3, 2020 2 MIN READ
Estate Planning When a Beneficiary Passes Away before a Testator in New York One of the most repeated pieces of estate planning advice is to routinely review and update estate planning documents. It … February 28, 2020 2 MIN READ
