Creating a Legacy of Wealth After You Die
In order to leave a legacy for future generations, you may have invested years in developing and protecting your legacy. But have you thought about the impact it will have…
What Makes Estate Planning So Crucial for the LGBTQIA+ Community
Regardless of orientation, anyone can benefit from estate planning because it provides protection for loved ones. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others…
A Guide to Avoiding Probate Litigation
Legal disputes over wills and trusts, guardianships, and conservatorships can affect the authenticity of gifts and the ownership of family homes and land. The most successful approach to mitigating or…
How Can I Avoid Probate Proceedings in Multiple States?
Many New Yorkers own real property in multiple states. It is common for a New York resident to own real property, such as a vacation home in a warmer location.…
Your Estate Plan in a Challenging World!
If you have assets such as bank accounts, brokerage accounts, or real property, you have an estate and therefore you need to have a plan! Your estate is what you…
The 5 Must-Have Estate Plan Documents
A critical component to all estate plans is that an individual needs five must-have estate plan documents. The 5 must-have estate planning legal documents consist of: Durable Power of Attorney…
Newsletters
January 2024 - Monthly News Article One: Building an Estate Plan for Adult Children with Disabilities Article Two: Transition Plans Support Adolescents with Disabilities Article Three: 5 Healthy Holiday Nutrition…
Retirement Planning
Understanding Social Security for Retirement Planning If you were born in 1929 or later and worked for at least 10 years, you are entitled to Social Security benefits in New…
Estate Planning
If you have assets, such as bank accounts, brokerage accounts, or real property, you have an estate and need a plan! Your estate is what you have today and what…
The Importance of Estate Planning in Light of the COVID-19 Pandemic
The COVID-19 Pandemic has forced many of us to confront a scenario in which we are wondering what would happen if we suddenly became critically ill or, in some instances,…