Estate Planning

07 Jul 2022

Using ABLE Accounts to Supplement Needs

By: Benjamin Katz

The Achieving a Better Life Experience (ABLE) Act allows tax-advantaged savings accounts to help people diagnosed with [...]

29 Jun 2022

5 Tips for Effective Estate Planning for All Modern Seniors

By: Benjamin Katz

Estate Planning is a serious process that shouldn't be taken lightly but done right. If [...]

01 Jun 2021

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

By: Benjamin Katz

New York is bustling with current and aspiring philanthropists. Making gifts to charity is your [...]

15 Apr 2021

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

By: Benjamin Katz

A fiduciary is an entity who has the legal obligation and power to act on [...]

23 Mar 2021

Changes to Power of Attorney Requirements in NY Coming June 2021

By: Benjamin Katz

New legislation was signed at the end of 2020 that makes it easier for consumers [...]