Beginning the Process for a Successful Estate Plan
What are the Steps to Get Started? When clients come to me for estate planning, […]
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Getting Your Estate Plan in Place
Six steps to successful estate planning Getting your estate plan in place is sometimes […]
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The Ins and Outs of Small Estate Proceedings: A Simplified Process Under New York Law
When someone dies in New York State and has property titled in their name, there […]
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Estate Planning for Parents with Young Children Key Things to Consider to Protect Your Loved Ones
Estate planning for parents with young children presents a variety of challenges and opportunities. Here […]
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An Estate Planning Update in the Time of the Coronavirus
In March of this year, I wrote a column entitled “Estate Planning in a Time […]
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Estate Planning in a Time of Crisis
How to sign documents during the coronavirus Getting your estate planning documents together can be […]
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A Primer on the Basics of IRAs
IRAs are a great way to grow tax-free savings for your retirement, but the rules […]
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Estate Planning Tips for the New Year
Make it your resolution to get organized! We know it makes sense to ‘have our […]
Read PostImportant Estate Planning Choices: The People Who Will Fulfill Your Plan
One of the most important choices you make in your estate plan is who you […]
Read PostTop Seven Myths and Mistakes in Estate Planning
What not to do and how not to do it After practicing law for almost […]
Read PostHow You Establish Your Bank Accounts Matters
Make Sure Your Accounts Are Properly Titled Bank accounts can be titled in many different […]
Read PostEstate Planning: Who To Select to Fulfill your Plan?
One of the most important choices you make in your estate plan is who you […]
Read PostAre Estate Planning Fees Tax Deductible in New York?
Estate planning is the process of structuring the disposition of one’s current and projected assets. […]
Read PostEstate Planning with Life Insurance in New York
Estate planning is the process of organizing one’s financial affairs prior to death. Typical estate […]
Read PostEstate Planning for Unmarried Couples
Estate planning involves the legal structuring of the disposition of one’s current and projected assets. […]
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