Did you know that your retirement account avoids probate? Since there is a beneficiary form... [Read more...]
Help! I have been named a Trustee – Now What?
You have just found out that you have been named as a Trustee – what... [Read more...]
Do you Need a Will, a Living Trust, or Both?
Living trusts have become a popular estate planning tool, and are frequently touted as a... [Read more...]
The Challenges of Estate Planning for Blended Families
Blended families, those in which one or both spouses may have children from a previous relationship, are... [Read more...]
Good Intentions and Bad Gifting
Many of the clients we meet with have misinformation regarding gifting their property. When properly... [Read more...]
How to Help Avoid Estate Litigation
One of the goals of estate planning is to ease the burden of your passing... [Read more...]
Does Probate Have Advantages?
There are several estate planning tools that allow property to avoid probate, the legal process... [Read more...]
Three Types of Estates a Living Trust may Benefit
There have been many advertisements touting the benefits of creating a living trust, many intimating... [Read more...]
What Does the Phrase “Tax-Deferred” Mean in Retirement Planning?
Some of the tools that are mentioned during retirement or estate planning will refer to a contribution... [Read more...]
Who Pays the Bills When you Die?
When you pass away, what happens to your bills? Unfortunately, they live on, and one... [Read more...]
Veterans’ Aid and Attendance Benefits
Did you know that the Veterans Administration offers a Veterans’ Aid and Attendance Pension as... [Read more...]
New York’s Estate Tax
While the Federal estate tax has been in the news lately, many do not realize... [Read more...]
