As technology continues to shape how we live, work, and manage our finances, it has also changed what an effective estate plan looks like. Today, many of our...
Firm attorney Wayne Carrabus recently wrote an article for Long Island Business News. The piece titled “IRS clarifies 10-year rule for inherited IRAs” delves into the IRS’s recent...
Estate planning is a critical aspect of everyone’s life. It is not just about managing your assets -even though it does that- but also about ensuring you take...
A trust can become an important part of your estate plan. There are different types of trusts, and each type comes with its own benefits. Which type is...
Business owners, particularly small business owners, often learn hard lessons on the fly while turning a promising idea into a profitable reality. The possibility of lawsuits, divorce or...
The internet can be both a resource and a liability. Searching for asset protection advice online, like searching the internet for medical advice, could end in prudent information...
Every adult should have certain key legal documents, including a Last Will & Testament (a “Will”), Health Care Proxy, Power of Attorney and a Living Will. However, in...
One of the most fundamental estate planning documents is the Last Will & Testament. In a Will, the creator, or testator, can appoint an executor to settle the...
You’ve lived in your home for decades, and now that you’re getting older, it is time to make some difficult decisions with respect to your estate and/or Medicaid...
When you die your estate is not subject to the federal estate tax if the value of your estate is less than the “exemption amount” (Federally) or the...
