Why Do You Need an Estate Plan?
Dec 15, 2021
The terms “estate plan” or “trust funding” are typically associated with wealthy families th...
Read MoreMajor Tax Law Changes Coming in 2022
Oct 19, 2021
Throughout the past year, there have been many discussions and numerous proposals released for revie...
Read MoreDon’t Delay Planning Your Estate
Jun 09, 2020
Most people have the best of intentions; that includes establishing an estate plan. People seem to n...
Read MoreMajor Law Changes Affecting Seniors
May 21, 2020
Beginning October 1, 2020, New York will impose a new requirement regarding community Medicaid, thos...
Read MoreMultigenerational Home Trends and How It Affects Estate Planning
Feb 13, 2017
In an interesting trend, more and more Americans are living in multigenerational households than eve...
Read MoreThe Importance of Asset Protection Planning
Dec 30, 2016
You have built up a lifetime’s worth of assets, savings, and wealth, and are finally ready to reti...
Read MoreDo All Assets Have to Go Through Probate?
Dec 16, 2016
When a person passes away, their assets are ordinarily distributed according to the terms of their ...
Read More3 Major Benefits of Living Trusts
Nov 28, 2016
Most people believe that naming beneficiaries in their last will and testament is their only optio...
Read More5 Things You Should Include in Your Will
Nov 21, 2016
While nobody ever wants to entertain the thought of their own death, it is an inevitability that mus...
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