Many New York residents readily rely upon email to communicate about a variety of personal, professional and financial matters. Depending on the email provider and type of account, most email services require users to sign privacy agreements. Email providers also...
Estate Planning
Estate planning and planning for one’s final arrangements
We've previously discussed in this blog, many important aspects of estate planning that require thought, attention and action. In some cases, however, an individual may fail to account for seemingly basic estate planning matters and details such as funeral...
Life events that necessitate estate planning changes
Change is a constant in life that cannot be stopped. As an individual ages, he or she is likely to experience and encounter many joys, sorrows and challenges that ultimately make for a full life. Changes in income, the birth of a child and marriage or divorce are all...
Parents would be wise to consider guardianship matters
For New York parents with minor-aged children, the thought of not being around to raise their kids is often too painful to even contemplate. Forces beyond one's control, however, may result in the premature death of one or both parents. If the unthinkable happens, the...
The basics of estate planning: part III
This week, we've been discussing those documents essential to any comprehensive estate plan. We've discussed the importance of having a will as well as designating beneficiaries. We've also provided information related to the importance of establishing a living will...
Considers for parents planning to leave money to a child
The relationship between parent and child should be based on unconditional love. That being said, as parents and children age, their relationship often grows more complex and, at times, strained. Growing or grown children may struggle with personal issues or make life...
Estate planning considerations for same-sex couples
This past summer, gay rights proponents across the country celebrated as the U.S. Supreme Court chose to strike down the Defense of Marriage Act. As a result, marriage is no longer legally defined as being solely between one man and one woman. With the overturning of...
Estate planning and abusiness succession plans
Business owners are a special breed of individuals who often endure years of financial and personal sacrifice before finding success. For many, it's important that all those years of sacrifice mean something and that a family business continue to grow and thrive after...
Today’s families demand creative estate planning solutions
As with most things in life, people tend to have different views of what is and is not fair or just. Such is often the case when family members disagree about estate planning matters. When personal financial gain is at stake, personal opinions tend to be strong and...
Why timing is everything when it comes to estate planning
Few people are enthusiastic about matters related to estate planning. It's an inescapable reality, however, that each of us will one day pass on. The steps we take to prepare for that inevitability, can both positively and negatively impact the lives of those we leave...

