You have worked hard to accrue wealth over the course of your career. You want that wealth to benefit your children, grandchildren and beyond. But simply leaving the money to them in your will puts it in danger of dissipation. Each time one of your descendants gets a...
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Estate Planning
Taking shortcuts with estate planning?
Whether it is due to financial challenges, not realizing the importance of planning ahead, or simply wanting to put off the inevitable, many Americans are falling short when it comes to getting their house in order for the sake of the loved ones who will survive them....
Common misconceptions about estate planning
While many New Yorkers may have realized the importance of having an estate plan in place in the last year, few may have acted on their impulse to plan for the future. This is because there are some common misconceptions about estate planning: Estate planning is too...
Named as the executor of an estate – Now what?
Many Woodbury area residents have taken the time to set up an estate plan. Estate planning is important in order for a person to preserve their wealth and transfer it to the next generation. When a person makes an estate plan, they name an executor who has several...
How a special needs trust helps your family
When it comes to estate planning, parents of children with special needs have added concerns. They understand the likelihood of their children outliving them. However, such parents want to make sure that their special needs children – who are not independent in many...
How to discuss estate planning with your parents
As our parents age, most people become more concerned about their well-being and their financial affairs. This is understandable, especially given the fact that a lot of individuals put off any sort of estate planning or other elder care planning until it’s too late....