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Reducing Estate Tax by Making Gifts
Making gifts during your life can provide you with tax savings and more. NOTE: The federal gift and estate tax is being phased out, but its ultimate fate is still a […]
Continue readingReal Property Planning in Second Marriages
by Paul Hyl, Esq. According to National Stepfamily Resource Center, a division of Auburn University’s Center for Children, Youth and Families, about seventy-five percent of divorced persons eventually remarry.(1) In addition, […]
Continue readingProtecting Assets in a Crisis: All is not Lost
A loved one needs immediate nursing home care and has not planned ahead. Will the family have to spend-down all assets? Luckily, no. It is still possible to protect one-half of […]
Continue readingWorkplace seminars can entice clients
February 13, 2015 By Kristen D’Andrea To sign up consumers, law firms market services to businesses While meeting with clients, attorney Jennifer Cona was hearing similar stories from individuals caring for their aging […]
Continue readingProbate FAQ
You may have heard that you should avoid probate, but you may not even be sure what probate is. Here are the basics. What’s Below: What is probate? Does all property have to […]
Continue readingWills vs. Account Titles: Who Will Really Receive the Inheritance?
Mrs. Wilson has two children – Jim, who lives locally and is the “go-to” person when she needs help, and Susan who lives out of state. Mrs. Wilson wanted to […]
Continue readingWills FAQ
What you need to know about the most basic estate planning document What’s Below: What happens if I die without a will? What makes a will legal? Do I need a lawyer to […]
Continue readingWho Will Mind Mom? Check Her Contract
Seniors Turn to Written Agreements to Compensate Relatives as Caregivers; Reducing Estate SizeBy Jennifer B. Cona, Esq.TRISH RICHERT recently signed a blinding employment contract. In exchange for taking care of a […]
Continue readingFinancial Security: It’s Never Too Early to Plan – Five Tips for People in their 40s
Start deferring money into a qualified retirement plan (401(k), 403(b)) each pay period, even if just $25/pay check. This is important in your 40s so that retirement funds can grow, and […]
Continue readingWHO’s WHO in Women in Professional Services
By Jennifer B. Cona, Esq. Jennifer B. Cona is a partner and director of Cona Elder Law PLLC (Cona Elder Law) in Melville. Cona practices Elder Law, Trusts and Estates advocating for […]
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