Just before the holidays, Congress passed the new law pertaining to estate planning and estate... [Read more...]
Can you Hire a Trustee to Manage a Trust?
A Trust can be a powerful estate planning tool, and you need to make several... [Read more...]
Small Business Estate Planning – What is a Buy/Sell Agreement?
For most small business owners, the biggest asset they own is their business; therefore it... [Read more...]
What do you Need to Know About Receiving an Inheritance?
An inheritance should be a blessing, not a curse. With information and planning, you can... [Read more...]
Four Types of Fiduciaries in Estate Planning
A fiduciary is an individual, a business or even an association that holds property or... [Read more...]
What are Credit Shelter Trusts?
Credit shelter trusts are often used by married couples to maximize estate tax savings. By... [Read more...]
Five Items That do not Transfer by a Will
A will is a cornerstone of estate planning - it not only distributes your assets... [Read more...]
Estate Planning Tips for Blended Families
At least one third of the children living in the U.S. are expected to live... [Read more...]
Five Ways to Use Life Insurance in an Estate Plan
Life insurance is not only a means to provide for your family in the event... [Read more...]
What is a Self-Proving Will?
In order for a Will to be valid in New York, there are certain conditions... [Read more...]
Handling the High Cost of Healthcare
Frequent doctor visits, extended hospital stays and prescription after expensive prescription can cause panic and... [Read more...]
Estate Planning Roadblocks
Insecurities, confusion and frustration may surface as you begin your estate planning. You and your... [Read more...]
