In the realm of estate planning, familiarity with key terms is essential to ensure your wishes are carried out effectively and your assets are protected. Whether you're just starting to consider your estate plan or looking to refine existing arrangements,...
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Wealth Preservation
Why You Need an Estate Plan: Protecting Your Assets and Your Loved Ones
Many people tend to put off creating an estate plan, perhaps due to the uncomfortable nature of contemplating one's mortality or the complexity of the process. However, neglecting to establish a solid estate plan can leave your loved ones vulnerable to unnecessary...
Navigating Probate in New York: A Guide for Executors
Losing a loved one is an emotionally challenging experience, and when that loss is accompanied by the responsibility of being named the executor in their will, the situation can become overwhelming. In New York, when a loved one passes away with a will, the estate...
Avoid these common wealth preservation pitfalls
Maintaining your wealth requires holistic planning. Not only do you need to create a sound estate plan, but you also need to take into consideration any tax implications that may arise. This is especially true if you have a large estate, as failing to adequately...
Using a legacy trust to protect your wealth for your descendants
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...