Estate Planning

The Benefits of Supplemental Needs Trusts in New York State: Ensuring a Secure Future for Disabled Individuals

When it comes to securing the future of a loved one with special needs, a supplemental needs trust (SNT) can…

3 years ago

Steps to Applying for Guardianship

The steps to applying for guardianship can be time-consuming and unclear. It will take some time to get through all…

4 years ago

Using ABLE Accounts to Supplement Needs

The Achieving a Better Life Experience (ABLE) Act allows tax-advantaged savings accounts to help people diagnosed with significant disabilities before age 26…

4 years ago

5 Tips for Effective Estate Planning for All Modern Seniors

Estate Planning is a serious process that shouldn't be taken lightly but done right. If you're a senior or are…

4 years ago

Making a Gift to Charity Through Your Estate: A Guide for New Yorkers

New York is bustling with current and aspiring philanthropists. Making gifts to charity is your chance to pass on your…

5 years ago

What Does It Mean to Say an Executor or Trustee Is a Fiduciary?

A fiduciary is an entity who has the legal obligation and power to act on behalf of someone else in…

5 years ago

Changes to Power of Attorney Requirements in NY Coming June 2021

New legislation was signed at the end of 2020 that makes it easier for consumers to create and use a…

5 years ago

Yes, as a Married Couple You Need an Estate Plan

Although it is certainly true that in most situations your estate assets will go to a spouse when you pass…

5 years ago

Have a Collection? It Needs an Estate Plan

Do you have a special collection of items important to you? Many people have turned to their hobbies or collections in light…

5 years ago

Major Changes in Medicaid for 2020

New Yorkers looking into Medicaid may be aware of the 60-month (5-year) look-back period imposed on applications seeking coverage for…

6 years ago