Posts tagged with: "Estate-Planning"
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12 Apr 2011, 11:52 am
With the proper estate planning, you could avoid estate taxes that would have been due if those assets are part of your estate. [read post]
29 Jan 2020, 8:01 am
An Estate Plan is an essential part of your planning process. [read post]
1 Aug 2023, 11:28 am
One of the main benefits of a thorough estate plan is the chance to protect family relationships. [read post]
28 Oct 2024, 12:32 pm
Beyond financial security, estate planning is about leaving a lasting legacy. [read post]
18 Oct 2015, 6:00 pm
The focus of their plan needs to shift to what we call senior estate planning. [read post]
25 Jan 2023, 4:40 pm
Recognizing National Mentoring Month: This January, consider these ways to become an estate planning mentor. [read post]
19 Mar 2021, 12:13 pm
Estate planning in New York has always been important. [read post]
19 Sep 2010, 6:19 pm
They don't have to deal with requests for funds, tax returns, investment decisions, or accounting, but yet have plenty of authority to make sure the trust is managed properly with the ability to pull the "hook".Again, just another planning tool for your estate plan. [read post]
11 Feb 2009, 1:42 pm
The next celebrity estate plan we will look at is Benjamin Franklin. [read post]
8 Feb 2011, 8:42 am
Estate planning for traditional couples usually consists of having a Will, Financial Power of Attorney, Medical Power of Attorney and Advanced Health Care Directive.The traditional plan itself usually consists of each spouse leaving money to the other (occasionally in trust for tax planning purposes). [read post]
21 Feb 2023, 7:10 am
So, how can your divorce impact your estate plan? [read post]
29 Jun 2022, 9:45 am
There is also a third entity that is part of your estate plans: you. [read post]
13 Mar 2012, 4:07 am
This weekend the Times Herald-Record published an article written by our New York elder law estate planning attorney, Bonnie Kraham, discussing a basic estate planning concept--the proper funding of trusts. [read post]
31 Dec 2024, 2:03 pm
Key Elements of an Effective Estate Plan A comprehensive estate plan is multifaceted. [read post]
2 Jul 2013, 11:00 pm
When you make an estate planning decision, those decisions become legally enforceable. [read post]
7 Jan 2020, 6:00 am
If you are forming an estate plan, including drafting a will, it can be helpful to inform your loved ones about the particulars of your estate plan. [read post]
27 Nov 2024, 5:21 am
Set specific goals for your estate plan. [read post]
23 Apr 2024, 7:21 am
For many individuals, filing taxes can bring up important questions about updating an estate plan. [read post]
12 Jun 2013, 11:00 am
Deciding how to manage your digital legacy just may be your trickiest estate-planning task. [read post]
7 Mar 2017, 11:38 am
The age group least likely to have a will or estate plan in place? [read post]