If you’re part of the sandwich generation in New York, you’re caring for aging parents... [Read more...]
Estate Planning for Unmarried Couples: Action Is Required
If you are in a committed relationship but not married, estate planning becomes even more... [Read more...]
Medicaid Planning: Protecting Assets From Long-Term Care Costs
The cost of long-term care can overwhelm even the most careful financial planning. Nursing home... [Read more...]
Tailoring Your Estate Plan to Suit the Beneficiaries
No two heirs are alike, and your estate plan should reflect that fact. The way... [Read more...]
Living Trust Successor Trustee Selection Checklist
Many people in Manhattan choose a living trust because it provides privacy, flexibility, and smoother... [Read more...]
When Is an Estate Tax Return Due?
If you live in Manhattan, you may assume your estate will automatically be taxed. After... [Read more...]
Does a Power of Attorney Apply If I Become Incapacitated?
Many New Yorkers sign a power of attorney, thinking they are covered if incapacity strikes.... [Read more...]
Does the Court Appoint an Estate Executor?
When a person passes away in New York, someone must step in to handle their... [Read more...]
Professional Estate Planning: An Investment That Pays Dividends
You work hard to build your life, accumulate assets, and support the people you love.... [Read more...]
What’s the NY Estate Tax Exclusion Cliff?
If you live in New York and have a sizable estate, you need to understand... [Read more...]
Legacy Planning: Share a Piece of Your Heart
As you reach an advanced age, you may find that you are at peace with... [Read more...]
Will Medicaid Planning Impoverish My Spouse?
If you are thinking about Medicaid for long-term care, you may worry about what will... [Read more...]
See Larger Map Get Directions