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
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 Back to Basics: No Contest Clause in New York Wills One of the many goals of estate planning is to limit the amount of fighting that will occur once a … June 10, 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
New York Elder Law New York Rules to the Private Foundation as “Trust” In New York the admirable and highly instrumental private foundation is well-recognized means to venerable ends. Indeed in 2017 the … June 11, 2018 2 MIN READ
