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WHAT IS LEGACY WEALTH PLANNING IN NEW YORK?
Sep 25, 2013
New York residents who are in possession of a significant amount of wealth have some great responsib...
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NEW YORK MEDICAID PLANNING: GIVING AWAY ASSETS
Sep 24, 2013
You may wonder what Medicaid has to do with your life as a senior citizen. You worked hard as you tr...
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A LOOK AT THE NEW YORK PROBATE PROCESS
Sep 20, 2013
Probate is a very big factor to consider when you are planning your estate. There are potentially nu...
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WHEN IS IT TOO LATE TO START MEDICAID PLANNING?
Sep 19, 2013
Medicaid planning is important for many senior citizens because of the high costs that go along with...
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Why not just create your own estate plan using fill-in-the-blanks documents that you can find on the Internet? There are a number of answers to this question, but the thing that we would like to point out here is the need for a custom crafted estate plan.
Jul 24, 2013
You have to be careful that you don’t do more harm than good when you are planning your estate. If...
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THE CUSTOM CRAFTED ESTATE PLAN
Jul 23, 2013
Why not just create your own estate plan using fill-in-the-blanks documents that you can find on the...
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“POOR MAN’S ESTATE PLAN” CAN MAKE YOU POORER
Jul 22, 2013
People sometimes take on do-it-yourself projects to save money. Unfortunately, in some cases these e...
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PLANNING DISCUSSIONS: ROLE REVERSAL
Jul 19, 2013
Parents are used to caring for their children when they are young and then subsequently providing th...
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RETIREMENT CAN BE ELUSIVE FOR BOOMERS
Jul 18, 2013
Surveys that have been conducted over the last few years are consistently indicating that many membe...
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