A Step-by-Step Guide to Navigating Estate Planning as a Small Business

As a small business owner, you have invested countless hours and exhibited unwavering dedication in meeting and exceeding your goals. It is no secret that creating and managing a small business is an extremely difficult and impressive feat deserving immense admiration. You have overcome many Read More …

Navigating the Complex Terrain of Second Marriages: How QTIP Trusts Secure Your Legacy and Family Harmony

Stepping into a second marriage brings with it a unique blend of hope, happiness, and, inevitably, complexity. Amidst the joy of newfound love, there often lay a multitude of intricacies encompassing not just the relationship of the newlyweds, but the futures of their children. In Read More …

Estate Planning for Restaurant Owners

The food service industry is a fast-paced, unpredictable, and wholly chaotic environment. As a restaurant owner, you have countless responsibilities and moving factors to keep track of. Your life is anything but calm, and sitting down to create an estate plan is likely the last Read More …

How Does NY Tax Law Affect Estate Planning?

When planning an estate, all individuals are subject to a federal tax. However, it is important to consider the state tax laws that affect individuals in different ways depending on where they live. For example, citizens in Florida will be subject to different regulations from Read More …

How To Include People With Disabilities In My Will And Not Lose SSI And Medicaid

When deciding on where you want your assets to go after death, it is common for people to think of their loved ones first. The process of transferring your assets to your family usually happens smoothly and runs into no problems. However, for loved ones Read More …

Revocable Vs Irrevocable Trust: What’s the Difference?

What is a Trust? A trust is a separate legal entity that a person sets up during their lifetime to manage their assets. Its purpose is to ensure that a person’s assets will be used and distributed in a way they deem appropriate. Once a Read More …

5 Ways to Make Charitable Giving A Part of Your Estate Plan

When you start estate planning, you decide who you want to inherit your assets and who can make medical and financial decisions on your behalf.  People without children or heirs tend to leave their assets to their favorite charities. However, anyone can leave any portion Read More …

National Elder Law Month: 5 Elder Care Planning Tips

May is the celebration month of National Elder Law Month! Originating in 1963, National Elder Law Month stemmed from President John F. Kennedy issuing Proclamation 3527. He declared the month of May “Senior Citizens Month,” proclaiming that all “informal and educational means should be used” Read More …

How to Effectively Plan Ahead When Diagnosed with Dementia?

After receiving a devastating diagnosis of dementia, you may be overwhelmed with confusion on what next steps to take. Many are quick to evaluate their medical options, but oftentimes the legal considerations are overlooked. Nevertheless, legal planning allows for stability in a time of uncertainty. Read More …

Changing a Will: When Should I Do It?

We recently had a client come in to change his last will. Although he had not originally intended to make any modifications to his will, some major life changes had recently occurred in his life that made it necessary to change the will. ​​Updating a Read More …