Estate Planning If You Don’t Understand the Plan You Don’t Have a Plan So many people who come in to see us do not understand the estate plan they have or do not … April 19, 2023 2 MIN READ
Estate Planning, Power of Attorney Powers of Attorney Are for Everyone What happens if you have an accident or an illness whereby you are unable to handle your legal and financial … November 11, 2022 2 MIN READ
Estate Planning, Living Trusts, Avoiding Guardianship in New York For the ever-increasing number of those who become legally incapacitated later in life (i.e. unable to handle their legal and … October 13, 2022 2 MIN READ
Estate Planning, Estate Taxes The Value of Revising Your Estate Plan You should strive to review your estate plans every few years. While it might not seem like it many events … July 7, 2022 2 MIN READ
Asset Protection, Estate Planning Advice on Removing an Executor from an Estate After a person is named an executor the individual takes on the obligation to adequately and promptly complete the estate’s … July 7, 2022 2 MIN READ
Estate Planning, Estate Taxes Taking Advantage of the Estate Tax Portability Provision The estate tax exemption is slated to return to $5 million in 2026. For married individuals the exemption is considered … July 5, 2022 2 MIN READ
Estate Planning, Special Needs Trust What You Should Know About Creating a Special Trust for Your Elderly Loved One Many adults with special needs children routinely worry about how the child will survive when the parent can no longer … July 5, 2022 2 MIN READ
Estate Planning, Popular Media, Technology Utilizing Estate Planning for the Digital Future People interested in estate planning are increasingly placing digital asset clauses in their estate planning documents. This unfortunately adds another … June 16, 2022 2 MIN READ
Estate Planning, Prenuptial Agreement as Estate Planning Tool Estate Planning Issues to Consider Before Getting Married In contrast to what many people think the best estate planning considers all aspects of your life instead of only … June 12, 2022 2 MIN READ