631.405.4857 
Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
When Do I Need to Change My Will?
Make sure your will reflects your current wishes and situation. Experience teaches us that the only constant in life is change. But we don’t always keep up with the important tasks […]
Continue readingWhat You Can’t, or Shouldn’t, Do in Your Will
Wills aren’t the place to handle certain kinds of property or issues. Wills are wonderful, simple, inexpensive ways to address many people’s estate planning needs. But they can’t do it all. […]
Continue readingWhat You Can Cover in Your Health Care Documents
by Shae Irving An overview of some important medical issues you’ll face when preparing a living will and a power of attorney for health care. When creating your living will and your […]
Continue readingWhat is an Estate Plan and Who Needs One?
Estate Planning is not just for millionaires and not just for the elderly. Everyone should have an estate plan, which can include asset protection planning, advance health care decisions planning […]
Continue readingEstate Planning Across the Generations
Estate Planning is important at any age. The type of planning required is different across the generations, such as during the earning and accumulating years, during the planning years in […]
Continue readingUsing Life Insurance to Provide for Your Kids
Life insurance may be a good source of income for your children if you die. Here’s what you should know. At some time or other, all parents worry about what will […]
Continue readingTransferring Your Life Insurance Policy Could Save Taxes
Lower your beneficiaries’ estate taxes by not owning your life insurance policy First things first: You don’t have to read this article unless yourestate is likely to owe federal estate taxes […]
Continue readingTop Myths About Retirement Plans
by Twila Slesnick Test your knowledge to see how much you know about taking your money out. 1. You cannot take money out of your 401(k) plan until you retire. The general […]
Continue readingFunding an Irrevocable Trust
You signed a trust document with your attorney. So are you done? No! You must now take the critical step of funding your trust. Eight out of ten people with existing […]
Continue readingTax Tips for Seniors: How to Avoid Costly Mistakes
As the April 15 deadline approaches, following the IRS rules for gifting, transfers to trusts, IRAs, etc. is important but may have serious unintended consequences should you need long term […]
Continue reading