Estate Planning

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…

2 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…

2 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…

3 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…

4 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…

4 years ago