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Estate Planning Blog

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Estate Planning and other Considerations for the Self-Employed.

This blog discusses the key estate planning concerns that self-employed individuals should address.
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estate assets

Revocable Trusts Must Be Funded to Make Estate Plan Work

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.
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family business

How to Plan a Business Succession

A frequent complaint by next-generation members is that the senior generation never fully let' go of business tasks.
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Garden City, NY 11530
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