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Why Do You Need an Estate Plan?

Dec 15, 2021

The terms “estate plan” or “trust funding” are typically associated with wealthy families th...

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Major Tax Law Changes Coming in 2022

Oct 19, 2021

Throughout the past year, there have been many discussions and numerous proposals released for revie...

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Don’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...

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Major Law Changes Affecting Seniors

May 21, 2020

Beginning October 1, 2020, New York will impose a new requirement regarding community Medicaid, thos...

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Multigenerational 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...

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The 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...

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Do 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 ...

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3 Major Benefits of Living Trusts

Nov 28, 2016

Most people believe that naming beneficiaries in their last will and testament is their only optio...

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5 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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