Guest Article, By Henry Montag CFP, CLTC IF YOU'RE LIKE MOST INDIVIDUALS, YOU PROBABLY HAVEN'T TAKEN A REAL LOOK AT YOUR EXISTING LIFE INSURANCE PORTFOLIO FOR SEVERAL REASONS. YOU'RE TOO BUSY, YOU REALLY DON'T LIKE THINKING ABOUT LIFE INSURANCE, YOU REALLY DON'T...
Contactless consultations and in person meetings are now available and we remain available via telephone, videoconference and email. Learn More.
Month: April 2018
Adult children may be considering their parents’ long-term care
Many children think the world of their parents. As they grow older, they may come to realize that their parents are not as invincible as they once thought, however. In fact, there may come a time when a parent needs long-term care, and New York residents may...
Trusts may help preserve assets in New York
Many New York residents may feel that leaving assets to their loved ones will give them a sense of presence and purpose in their family members' lives even after death. While wills can be used to distribute property, directly bequeathing assets may not be the best...