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
Asset Protection, Caregiving, Elder Law Back to Basics: Estate Planning 101 Part I Creating a thoughtful estate plan is one of the greatest gifts anyone can leave their loved ones. It is important … March 2, 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
Estate Planning Advice on Estate Planning for New York Farm Families Based on data compiled by the United States Department of Agriculture’s 2017 Census there were approximately 33 438 farms in … February 22, 2020 2 MIN READ
Estate Planning Prenuptial Agreements in NY – Part 2: Challenging The Validity Of A Prenuptial Agreement To challenge the validity of a prenuptial agreement one looks to see if any of the above elements were abused … May 9, 2014 3 MIN READ
Elder Law, What is a Qualified Personal Residence Trust? When planning their estate many individuals consider setting up some form of trust to avoid family squabbles over assets particularly … September 9, 2017 2 MIN READ
Estate Planning, Wills SELF CANCELLING INSTALLMENT NOTE CHANGE IN APPROACH BY IRS BUT STILL SOUND ESTATE PLANNING CONTINGENCY It is obvious that no one knows when they … April 29, 2016 2 MIN READ
