Top 3 Estate Battles of 2016

In 2016, several well-known families had well-publicized fights about estates. These disputes should teach everyone to take action and be aware of their estate plan while they have mental capacity!PrincePop artist Prince died in April 2016 without a Will. Since his death, at least 30 individuals have come forward claiming to be Prince’s children,...
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Do your plans for 2017 include estate planning? Below are 5 tips to consider!

Schedule a family meeting to discuss your assets and your wishes with them. Create an inventory of your assets and share it with your family. Don’t leave your family in the position of scrambling in their search for documents and assets in the future!Consider giving your children and your spouse passwords to your digital...
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Financial Crimes Against the Elderly

Elderly people are vulnerable to fraud and financial abuse. There are many reasons: isolation, weakening mental and physical condition, memory loss and lack of knowledge about today's markets and technology.According to New York State Elder Abuse Prevalence Study, only 1 out of 44 cases of financial abuse is reported, usually because the victim...
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Don’t live an isolated life (and help seniors in your life to connect)

It's a New Year. People are trying to fulfill their new resolutions about money,  weight loss and projects. I would suggest a resolution about friends. It is well known that seniors who are isolated are more likely to be sick and depressed. We all need companions, if only to complain to about our health and current politics.  Take some steps...
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Buy / Sell Agreements

What are these agreements? These are absolutely crucial both to start ups and to existing businesses where there is more than one owner involved. This document outlines the relationship between the owners, assigns roles and responsibilities, shows the ownership percentage of the business and outlines what happens when the owners need to part ways....
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Protecting Your Estate Starts with a Prenuptial (or a Postnuptial) Agreement

The rate of second and third marriages in the United States continues to increase. Each spouse may bring children, assets, heirlooms, and very specific wishes into the new marriage. Some want their children to inherit the bulk of the assets. Others want specific heirlooms (painting / jewelry / watch) to be passed down to specific people....
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