Power of Attorney Misconceptions

+-*Power of Attorney Misconceptions A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have […]

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Five Considerations When Selecting a Guardian for Your Children

+-*There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were never made in the event of such an emergency, your minor child or children will have to be placed with a new family. Not surprisingly, […]

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The ABLE Act and how it Helps Those with Special Needs

+-*The ABLE Act and how it Helps Those with Special Needs The Achieving a Better Life Experience (ABLE) Act was signed into law in December of 2014. The purpose of the Act was to provide individuals and families the ability to finance disability needs tax-free. The savings vehicle provided by the ABLE Act is similar […]

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The Biggest Threats to Successful Estate Planning

+-*The Biggest Threats to Successful Estate Planning Poor estate planning can be a recipe for disaster. While having your estate planning documents prepared is the first hurdle to overcoming a potential disaster, there are several threats that lurk around the corner that might derail your wishes. Family Conflict According to a TF Wealth survey of over […]

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Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home

+-*Project Lifesaver Program – Helping to Keep Loved Ones Safe at Home It was an honor to be present as a member of the Board of Directors of The Alzheimer’s Disease Resource Center, Inc. at it’s headquarters in Bay Shore on May 3, 2018 to raise awareness of the Suffolk County Sheriff’s Office’s Project Lifesaver […]

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What Will Happen to Your Business If You Become Incapacitated or Pass Away?

+-*What Will Happen to Your Business If You Become Incapacitated or Pass Away? Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and […]

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What to Expect for Estate Planning in 2018

+-*What to Expect for Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ●     The death tax. The death tax has been in a state of […]

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