You’ve worked hard to provide financial stability for yourself and your loved ones, but your assets may be at risk. In our blog, we discuss using strategies such as trusts and family limited partnerships to protect assets from creditor claims, divorce, lawsuits, or taxation. To learn how we can assist with your specific asset protection needs, please contact our office to request a free initial consultation.
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When To Update Your Estate Plans In 2002, he named me as his financial power of attorney, so I could write checks on his bank account when he couldn't, like now. -
Estate Planning for the LGBTQ+ Community In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit your partner to make decisions for your care should you become unable to. -
Why Letters of Intent Are So Important Your LOI is a valuable piece in your estate planning, and although it is an informal letter, it can more fully represent your intentions after you die. -
Property Co-Ownership Can Be Tricky Without an Attorney’s Help Make sure you know where your co-owned property will go after you pass away by talking to an asset protection attorney sooner than later. -
An App for Your Health Care Directives Whether engaging in online banking or creating work calendars shared in the cloud, the internet of things provides needed connectivity. -
Planning for the Future With a Life Insurance Policy in New York Estate planning is more than just drawing up a will. Talk to an experienced New York attorney about life insurance options to protect your family. -
Beware of Undue Influence As our loved ones age and become elderly, they also become more suseptable to manipulation from those who defraud or steal. -
What’s the Fiduciary Rule? Now that financial advisors no longer are legally bound to meet the fiduciary standard, they are instead beholden to something known as the suitability standard -
Your "Simple Will" May Simply Not Be Good Enough A will is a part of an estate plan, but it doesn't cover everything. When is a will not enough? -
How might estates be affected under proposed changes to Estate tax rules? The Biden Administration may make meaningful changes to the tax treatment of assets in estates, affecting many estates. -
Life Estates : The potential problems This article discusses life estates, an often used planning tool, and the potential problems they may create. -
What You Should Know About NYC Unemployment and Benefits During the Pandemic This article explores the important things to know about NYC unemployment and obtaining the unemployment benefits in NYC that you need. Learn more here!