Inheriting Partial Ownership Inheriting physical real estate such as a home or vacation cabin can be tricky to navigate. You have to consider … November 14, 2016 2 MIN READ
Estate Planning Inheriting IRAs: A Legacy Full of Potential Pitfalls If you inherit an individual retirement account or IRA there are a few key rules you should be aware of … November 11, 2016 2 MIN READ
Blended Families Estate Planning, Estate Planning, Wills What’s In a Name: Choosing a Name for Your Trust A Living Trust is an estate planning vehicle that helps you avoid probate by transferring property to the people and … November 9, 2016 2 MIN READ
Back to Basics: Estate Planning Vocabulary Estate planning can be a tricky matter. If it wasn’t difficult enough to make decisions regarding the end of your … November 7, 2016 2 MIN READ
Caregiving How to Properly Choose a Caregiver For your Loved One There comes a time when difficult conversations must be had with an elderly loved one in your life that requires … November 5, 2016 2 MIN READ
Caregiving Trust Settlement & Disbursement after Beneficiary Death Upon the happening of an event described in a trust whether it is a term being met a beneficiary reaching … November 2, 2016 2 MIN READ
Estate Planning, Wills Estate Planning for the Single & Childless Estate planning for families is important. It allows a person to plan for the care and wellbeing of their family … November 2, 2016 2 MIN READ
Asset Protection The Role of a Trustee and Their Discretionary Power Trustees serve a very important role in the effective administration of a trust. The maker of the trust document the … October 28, 2016 2 MIN READ
Asset Protection, Estate Planning Female Focused Estate Planning: Distributing Assets Estate planning is vital for all people wishing to have control over the distribution of their assets following their death. … October 28, 2016 2 MIN READ
Estate Planning Understanding the Inheritance Tax There are a lot of considerations when it comes to comprehensive estate planning not the least of which is choosing … February 7, 2018 2 MIN READ
Asset Protection, Estate Administration, Estate Planning What You Should Know About Family Education Trusts Planning for your children’s educational needs is a worthwhile goal. Fortunately various options exist for satisfying this goal. A 529 … October 20, 2021 2 MIN READ
Caregiving, Elder Law, Inter Vivos Trusts – The Benefits of Creating a Living Trust In New York state individuals can place their estate into a trust to distribute to beneficiaries and thereby avoid lengthy … October 11, 2017 2 MIN READ
