A living trust is a very popular estate planning tool, in large part because there... [Read more...]
What Happens to an Unclaimed Inheritance in New York?
Would you be surprised to learn that the State of New York has over $18... [Read more...]
What Should Be Included in My Estate Plan?
The prospect of creating an estate plan can be a bit uncomfortable and even intimidating... [Read more...]
Navigating New York Probate: What You Need to Know
If a loved one recently passed away, you are likely still going through the grieving... [Read more...]
Business Succession Planning Steps for the Family Business Owner
If you are one of the millions of Americans who own a family business, you... [Read more...]
How to Choose the Right Nursing Home for Your Loved One
If you have an elderly loved one who can no longer safely care for himself/herself,... [Read more...]
How Often Should I Review My Estate Plan?
Every young adult should create a basic estate plan, regardless of the monetary value of... [Read more...]
Why Might I Want to Include a Testamentary Trust in My Estate Plan?
Although your initial estate plan may consist of nothing more than a simple Last Will... [Read more...]
When Do I Need to Start Taking Distributions from My IRA?
Although once intended to ensure that retirees had enough money to cover the basic necessities... [Read more...]
Understanding the Surviving Spouse Right of Election in New York
Generally speaking, a Testator has the right to choose estate beneficiaries and to decide what... [Read more...]
Are You Entitled to Veterans Aid & Attendance?
As a veteran or the surviving spouse of a veteran, you likely know about some... [Read more...]
Top 10 Retirement Planning Tips
The earlier you begin planning for retirement the less you will need to save in... [Read more...]
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