+-*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 […]
Read More »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 […]
Read More »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 […]
Read More »Aging.gov: A Resource for Older Americans and Their Families
+-*Aging.gov: A Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a website launched by the former administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a […]
Read More »Organizing for Tax (and Estate Planning) Season
+-*Organizing for Tax (and Estate Planning) Season It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in […]
Read More »What to Expect from Estate Planning in 2018
+-*What to Expect from 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.
Read More »There’s Never A Better Time Than Now To Get Your Affairs in Order
+-*There’s Never A Better Time Than Now To Get Your Affairs in Order As the busy year is coming to a close, I am writing this last post of 2017 with an eye towards the future. The idea of getting your financial and legal house in order is likely the last thing on your mind […]
Read More »Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent
+-*Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth […]
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