Latest Articles

You Have A Will: Is That Enough?

Apr 03, 2023

By taking the necessary step of creating a will, you’ve already achieved something that half of al...

3 Ways To Estate Plan When Remarried

Apr 02, 2023

Determining Your Goals And Priorities 1. Tax savings – Estate planning allows you to establish o...

Write a Letter of Intent (LOI) for your New York Estate Plan

Apr 01, 2023

This letter is an informal document that should be part of any parents’ New York estate plan who h...

4 Levels Of Asset Protection For Real Estate Investors

Mar 30, 2023

With the right precautions, you can safeguard your real estate investments from costly legal outcome...

Will Your Special Needs Family Members be Okay Without You?

Mar 29, 2023

Parents of children with mental/physical disabilities and elderly people can benefit from the use of...

Will You Know if Your Elderly Family Members are Being Exploited?

Mar 28, 2023

Oftentimes, people who believe that they are contributing to charity to help those less fortunate ar...

5 Things You May Not Have Considered Estate Planning When Remarried

Mar 27, 2023

It is quite common for people to get married a second time. However, the complexities of financial a...

Why is a Personal Property Memorandum Important to Your Estate Plan?

Mar 26, 2023

Family members often end up arguing over mom or dad’s favorite items when that parent dies. Argume...

6 Step Estate Plan For You And Your Parents

Mar 25, 2023

Step 1 – Make A Record Of Your Emergency Information Keeping your important information organized...