The Tax Side of Trusts: How Income Is Treated and What Flexibility Your Plan May Offer
The Tax Side of Trusts: How Income Is Treated and What Flexibility Your Plan May Offer
When people...
The Tax Side of Trusts: How Income Is Treated and What Flexibility Your Plan May Offer Continue reading…
Why Your Children’s Inheritance Belongs in a Trust, Not in Their Marriage
Why Your Children’s Inheritance Belongs in a Trust, Not in Their Marriage
When parents think about leaving money to children, they usually...
Why Your Children’s Inheritance Belongs in a Trust, Not in Their Marriage Continue reading…
When Dementia Care Costs More Than a Family Can Afford (The Reality Most Families Don’t See Coming)
“I was just asked to create a Power of Attorney and a Health Care proxy for a man's long term partner of 30 years. Despite a long term relationship, they were not legally married. The partner was recently transferred to a nursing home after a hospital stay, and my client wanted to...
When Dementia Care Costs More Than a Family Can Afford (The Reality Most Families Don’t See Coming) Continue reading…
Planning for Aging Parents: 6 Important Things Every Family Should Know
Planning for Aging Parents: 6 Important Things Every Family Should Know (And Why Waiting “Until Later” Can Create Major Problems)
Most adult children assume there...
Planning for Aging Parents: 6 Important Things Every Family Should Know Continue reading…
Is Your Business Protected If Something Happens to You?
"Is Your Business Protected If Something Happens to You?" with Katra Sverdlov
Is Your Business Protected If Something Happens to You? Continue reading…
What to Do When Your Parent Suddenly Enters Rehab or A Nursing Home: 7 Smart Steps (and 1 Critical Mistake to Avoid)
When a Parent Is Suddenly Admitted to Rehab or a Nursing Home
What to Do When Your Parent Suddenly Enters Rehab or A Nursing Home: 7 Smart Steps (and 1 Critical Mistake to Avoid) Continue reading…
What to Do When Someone “Steals” Your Inheritance
What You Need to Know About Inheritance Disputes in New York
When Something Doesn’t Feel Right
What to Do When Someone “Steals” Your Inheritance Continue reading…
Why You Can’t Disinherit Your Spouse in New York (Without a Prenup or Postnup)
Understanding your spouse’s statutory right to a share of your estate — and how proper planning can help protect your intentions.
The Reality of Spousal Rights in New York
In New York, no one...
Why You Can’t Disinherit Your Spouse in New York (Without a Prenup or Postnup) Continue reading…
National Estate Planning Awareness Week: Why Every Family Needs a Plan
An estate plan is more than a set of documents — it’s a framework for protecting your wishes, your assets, and the people you care about.
Each October, National Estate Planning Awareness Week serves as a timely reminder of how important it is to have your legal and financial...
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Don’t Lose the Trust Documents!
In estate planning, the paper you lose determines the outcome you get.
When clients think about “losing estate documents,” they often picture chaos — assets frozen, plans destroyed, and endless court battles. But the truth is more nuanced.
If you lose your original...
Don’t Lose the Trust Documents! Continue reading…