As the Executor or Administrator of your loved one’s estate, you'll have many responsibilities. Join Marcus O’Toole-Gelo as he reviews the Top 10 most common probate and estate administration mistakes you'll want to avoid, including: • Actions resulting in financial accounts being locked or frozen • Income tax and estate tax traps • Medicaid spousal […]

October is National Disability Awareness Month and Senior Partner Melissa Negrin-Wiener is available to educate you on planning for your child with special needs, specifically with a Special Needs Trusts (SNT). SNTs permit special needs individuals to retain funds from an inheritance without eliminating or reducing government benefits, such as Medicaid or SSI benefits.