Many factors go into retirement decisions. This article examines some of those factors. Being financially... [Read more...]
6 Important Estate Planning Considerations – Part 2: Long-Term Care
Many considerations must be addressed in an estate plan, not just who gets whatever’s left... [Read more...]
6 Important Estate Planning Considerations – Part 1: Incapacity
One of the most important considerations in an estate plan is incapacity planning. This article... [Read more...]
Income Tax Basis in Estate Planning – Part 2
When choosing the direction to take in estate planning, it’s important to consider the impact... [Read more...]
How Are You Planning for Long-Term Care (LTC) Expenses?
What’s the right direction for you in planning for future medical expenses? The odds are... [Read more...]
Treasury Releases New Inflation Adjustment
The new tax law doubled the estate tax exclusion through 2025. This article looks at... [Read more...]
What Executors Need to Know About Managing Estate Assets
An inheritance planning attorney provides help to those who wish to make a comprehensive plan... [Read more...]
Insurance You Need to Protect Your Assets
A Rochester area elder law lawyer provides insight into different steps that you can take... [Read more...]
Basis is Important in Estate Planning
When choosing the direction to take in estate planning, it’s important to consider the impact... [Read more...]
Estate Planning: The Simplest Plan is Usually Not the Best
Clients often want the simplest estate planning solution possible. However, the simplest solution is doing... [Read more...]
Five Questions to Help You Determine if Your Assets are at Risk
A Pittsford living trust attorney can help you to determine if creating a trust is... [Read more...]
Five Reasons to Create a Living Trust Today
A Rochester trust administration lawyer can provide assistance with the creation of a living trust.... [Read more...]
