Estate Planning, Living Trusts, Second Marriage Planning Second Marriage Planning In second marriage planning a co-trustee is sometimes recommended on the death of the first spouse. While both spouses are … July 12, 2024 3 MIN READ
Estate Planning, Healthcare Decisions Health Care Decision-Making For health care decision-making when a doctor determines you are unable to make medical decisions for yourself New York has … March 22, 2024 3 MIN READ
Estate Planning, Power of Attorney, Wills Planning for Those You Are Responsible For A client came in to see us for their follow-up consultation. The client shared that in between their two meetings … March 15, 2024 2 MIN READ
Estate Planning The Attitude of Gratitude Gratitude has to do with appreciation. Appreciation means to add value to. Things that appreciate tend to grow just as … November 21, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Estate Planning, Gift tax, Irrevocable Trust, Living Trusts, Medicaid Trusts Taxation of Trusts Revocable living trusts where the grantor (creator) and the trustee (manager) are the same person use the grantor’s social security … July 13, 2023 2 MIN READ
Elder law estate planning, Estate Planning Reasons to Revise Your Estate Plan Estate planning is not written in stone. Instead estate plans should be revised and reconsidered when various major life events … May 19, 2023 2 MIN READ
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
