Estate Planning Here Comes the Estate Plan – Estate Planning For Newlyweds Newly married couples are embarking on a whole new life together. This new life comes with a number of changes. … November 30, 2016 2 MIN READ
Asset Protection, Financial Planning Executors Trustees and Powers of Attorney: Blessing or Curse? When choosing the people you trust the most to serve as a part of your estate plan in any capacity … November 28, 2016 2 MIN READ
Caregiving Back to the Basics – The Gift Tax Putting your assets in an irrevocable trust has a number of benefits including: allowing the settlor also known as the … November 28, 2016 2 MIN READ
Asset Protection, Estate Planning The Pros and Cons of Adding Your Adult Child to Your Bank Account There comes a time in many people’s lives when their adult children begin to help out with daily tasks. For … November 25, 2016 2 MIN READ
Caregiving, Elder Law, Financial Planning Fiduciary Duties & The New Rule for Financial Advisors The New Rule When consulting a financial advisor we all assume that they would have our best interest in mind … November 22, 2016 2 MIN READ
Estate Planning, Wills Making Your Estate Plan Your Own Your estate plan is a way for you to make very important decisions regarding the future of your personal property … November 16, 2016 2 MIN READ
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
Estate Planning, Wills Life Estates and the Generation-Skipping Transfer Tax When you make the decision to see an experienced estate planning attorney to make a comprehensive estate plan to safeguard … February 2, 2017 2 MIN READ
Elder Law, Senior Financial Exploitation Unauthorized Charges: Financial Exploitation at the Dentist’s Office Advice is often given about checking a senior relative’s bank statements frequently to identify potential theft. Large cash withdrawals donations … September 4, 2013 2 MIN READ
Estate Planning Can New York Probate Judges Reject Parts of a Last Will and Testament? A last will and testament is an important legal document that tells our loved ones and the government how we … January 26, 2019 2 MIN READ
