Estate Planning Tips: Planning For Children with Disabilities

Estate Planning Tips: Planning For Children with Disabilities Planning ahead as a parent is essential when you have a disabled child. Executing a Special Needs Trust can be one of the many ways a disabled child will be taken care of. What is a Special Read More …

The Importance behind Charitable Giving

There are many ways you can spend your hard-earned dollars. And there is nothing wrong with rewarding yourself for your hard work and a job well done. But what would happen if you rewarded someone else instead? Charitable giving is extremely important for a number Read More …

Rich New Yorkers Face a Nasty Estate Tax Surprise

If you’re a New York multimillionaire, you now have another incentive to stay alive.A change this month in New York’s estate tax, which was billed as tax relief for the wealthy, contains a hidden wrinkle that could leave some multimillionaires with a much bigger surprise Read More …

Careful, Thoughtful Drafting Essential In Estate Planning

On April 5, 2004, Ms. Ann Dunn Aldrich wrote her Will on an “E–Z Legal Form.” In Article III, entitled “Bequests,” just after the form’s pre-printed language “direct[ing] that after payment of all my just debts, my property be bequeathed in the manner following,” she Read More …

A Few Special Needs Trust Planning Tips: Planning for Children with Disabilities

Caring for a child with Special Needs can be a challenging responsibility. There are many steps that you must take in order to guarantee the well being of your child in the long run. By planning a long-term financial strategy, you can provide for your Read More …

Special Needs Trust and Planning for Children with Disabilities

If an individual with special needs depends on you for financial resources, your estate plan should address how that support will continue when you are no longer around. Proper planning helps to ensure that your child with special needs receives financial assistance in the future Read More …

A Few Estate Planning Lessons Learned From Philip Seymour Hoffman

A Few Estate Planning Lessons Learned From Philip Seymour Hoffman Oscar winner Philip Seymour Hoffman unexpectedly passed away at age 46 on February 2nd, 2014, leaving behind an estate reported to be worth $35 million. Reportedly, Hoffman did only the basic of estate planning – Read More …