Putting a plan in place to

Protect your family's future!

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Irrevocable Trusts Do’s and Don’ts

Jan 23, 2022

Setting up an irrevocable trust is a big decision. Unlike revocable trusts, which can be changed or ...

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Advantages of Irrevocable “Gifting” Trusts

Jan 26, 2022

Estate planning serves many functions, including helping your loved ones receive the funds you wish ...

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5 Types of Trusts in New York

Jan 29, 2022

Estate plans with trusts offer the grantor a great deal of flexibility when distributing their asset...

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Writing an Ethical Will – Bequeathing Who You Are and What You Stand For

Dec 12, 2022

Most people going through the estate planning process focus on their assets and who will receive the...

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Why Do Wills Fail?

Dec 13, 2022

In estate planning, most people understand that having a will is essential because it outlines which...

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What People Need to Know About Living Wills and Health Care Proxies in New York

Dec 14, 2022

When most people think of estate planning, they imagine writing a will that indicates how to leave t...

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What If a Beneficiary Dies First?

Dec 15, 2022

A beneficiary is someone who receives part of an inheritance when another person dies. In many state...

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What Are the Two Most Important Purposes of Estate Planning?

Dec 17, 2022

Estate planning isn’t easy, and thinking of your own death may not be the most cheerful way to spe...

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What Are the Disadvantages of Having a Will?

Dec 18, 2022

Most people know that a will is foundational in an estate plan. While wills are important, they come...

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