Introduction Errors in beneficiary designations can lead to unintended consequences that may impact your loved ones financially. It's vital to understand how beneficiary designations work and the common mistakes that many people make, such as outdated information or...
Introduction Navigating the probate process in New York can feel like traversing a complex legal maze, especially while dealing with the emotional burden of losing a loved one. Whether you're named as an executor in a will, a beneficiary of an estate, or simply...
Introduction While estate planning (what I call: legacy planning) might seem like something only wealthy retirees need to worry about, young families have arguably even more reason to get their affairs in order. As parents, we spend countless hours ensuring our...