While estate planning can sometimes be a difficult subject to broach, it is often one of the most important conversations for a family to have. Estate plans are not just for wealthy individuals. Instead, estate plans are varied and nuanced and can help address a...
Proactive estate planning moves in an election year
The connection between presidential politics and estate planning is undeniable, as policies tend to change depending upon who sits in the White House. That’s why it’s essential, especially for high-net-worth individuals, to review your current estate plan and examine...
Nursing home costs and Medicaid planning
Although New Yorkers are worried about their own well being, those married also put much effort into caring for and about your spouse. This is why discussions about the end of their life and their estate plan are essential throughout a marriage. While understanding...
Avoid unexpected problems with a power of attorney
While some people in New York are diligent about preparing wills, trusts and other documents related to estate planning, one area that sometimes gets overlooked is establishing a power of attorney. Not having a power of attorney in place can have repercussions in...