Setting up a trust can be an important part of an effective estate plan. There are different types of trusts for estate planners to be familiar with which can help based on their unique situation and circumstances. One type of trust is a special needs trust for estate...
Preserving & Protecting Your Family’s Assets & Legacy
Month: August 2019
The value of having an advance health care directive
Planning for end-of-life is important to consider and can provide valuable peace of mind for the estate planner and their loved ones and family. Drafting an advance health care directive that reflects the wishes of the estate planner is useful, and understanding what...
Aaron Futterman Presents At The Amsterdam at Harborside in Port Washington, NY
Law Partner Aaron Futterman, CPA, ESQ presented last night to a large group of mental health professionals on elder law and estate planning at The Amsterdam at Harborside in Port Washington, NY. Topics included Medicaid misconceptions, Power of Attorney, Health Care...
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