Insights
How Do I Fund My Trust?
Depending on the situation, a trust may be an important piece of one’s estate plan. However, a common misconception is that once a trust…
Are we heading into a recession?
In preparation for my presentation (Upstate Creditors Association meeting in March 2023) I read and researched so many articles and statistics it made my head spin. If you have...
Revisiting Cybersecurity in Remote Learning
After almost a year of remote learning, most parents are tired of tinkering with computers and wondering if they are doing the right thing. In fact, most parents didn’t enjoy...
Be Aware of Vacation Scams
While vacationing is a time to be in total bliss - basking in the sun and leaving your busy home and work life behind - it is important to remain conscious of the reality that...
The New York – Florida Connection
It is hard not to fall in love with the beautiful weather in Florida. That is probably why so many of us travel there for vacation, especially during the winter months. If you...
Part 3: Guiding Clients Through the Probate Process (it gets a bit confusing!)
So far, we’ve discussed the importance of having a Power of Attorney, Health Care Proxy, and Living Will. We’ve also discussed the planning considerations involving Wills and...
Part 2: Wills, Trusts & Beneficiaries – What do they all mean?!
In Part 1 we discussed the importance of setting up your advanced directives. Specifically, your power of attorney, health care proxy, and living will. This is the foundation of...
Part 1 – Power of Attorney, Health-Care Proxy or Living Will – What Are They & Why Do I Need them?!
This is part 1 of a 3-part series on why estate planning is crucial to everyone regardless of your age. In this series we will explore tips on what to look out for when creating...
Law in the Time of Covid
Let me just say that I am aware that this may be a weak play on the famed novel Love in the Time of Cholera but if we try, we can glean many similarities. Lovers separated by...