Legacy Library
Beneficiary Designations – Are You Making These Costly Errors?
Introduction Errors in beneficiary designations can lead to unintended consequences that may impact your loved ones financially. It's vital to understand how...
Understanding the Probate Process in New York
Introduction Navigating the probate process in New York can feel like traversing a complex legal maze, especially while dealing with the emotional burden of...
Estate Planning Basics for Young Families
While estate planning (what I call: legacy planning) might seem like something only wealthy retirees need to worry about, young families have arguably even...
When Is a Good Time to Work on Your Legacy Plan?
Planning your legacy isn't just about preparing for the end of life - it's about taking control of your impact and ensuring your wishes are honored long after...
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