+-*Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. […]
Read More »Your Fall “Legal Affairs” Checklist
+-*Your Fall “Legal Affairs” Checklist With the fall season upon us, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the […]
Read More »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 […]
Read More »How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
+-*How to Leave Your Life Insurance and Retirement Plan to Your Minor Children Our children are our pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated. From […]
Read More »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, […]
Read More »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 […]
Read More »Finding the Right Fit: Some Questions For Prospective Wills and Trusts Attorneys
+-*Finding the Right Fit: Some Questions For Prospective Wills and Trusts Attorneys It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate planning offers a sense of security for you and your loved ones that your wishes will be carried out. With such […]
Read More »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 […]
Read More »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 […]
Read More »Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
+-*Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from your estate — are determined is highly dependent on how your property is titled. Generally, property with title includes […]
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