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Estate Planning Blog

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How  A New Act Intended To Combat Money Laundering Could Affect Your Estate Plan.

December 31, 2023
The Corporate Transparency Act Introduces a new era of transparency in business, impacting New York estate planning.
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Asset transfer

Top Five Mistakes to Avoid When Passing Wealth to the Next Generation.

July 5, 2023
What could go wrong with this transfer of generational wealth? Several things, in fact.
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Money Tree for Trust

How Do I Start Saving for Retirement, if I’ve Been Lazy?

June 25, 2023
Time is one of your greatest assets or your worst enemy when planning for retirement. The earlier you start saving for retirement, the more time that money has to grow. That means you have to save fewer dollars earlier, in order to achieve your financial goals later.
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Elvis

Estate Planning Lessons from the King of Rock & Roll.

June 24, 2023
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
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digital assets

Estate Planning for Digital Assets

June 15, 2023
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
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Estate Planning to Prepare for Cognitive Decline

June 12, 2023
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
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Concept chart medicare

What Doesn’t Medicare Cover?

June 7, 2023
Medicare covers the majority of older Americans’ health care needs, from hospital care and doctor visits to lab tests and prescription drugs. Here are some needs that aren’t part of the program — and how you might pay for them.
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loss of a job and factors to consider.

Three Things You Must Do to Protect Your Family if You Are Recently Unemployed.

June 6, 2023
If you have recently lost your job, you are not alone! Inflation has skyrocketed in the United States over the past couple of years. Some smaller businesses have been unable to survive the increased expenses, putting employees out of work, while many larger companies have laid off employees to reduce their costs. If you are […]
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House Renovation

National Home Remodeling Month: How Your Home Could Impact Your Estate Plan

May 25, 2023
Thinking about remodeling your home? It's important to consider how it can impact your estate plan. Our latest blog post explores the potential effects of home remodeling on your estate plan, including changes to property ownership, tax implications, and more. Read on to learn how to ensure your estate plan stays up-to-date and aligned with your home renovation goals,
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child covering parents' eyes to show blind trust

Should you consider a blind trust as part of your estate plan?

May 13, 2023
Discover the advantages and disadvantages of using blind trusts and if a blind trust is something you should consider for your estate plan.
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