Whether we’re talking about named beneficiaries on a brokerage account or beneficiaries in a Will, there is a way to […]

If a person has the desire to make any gifts, now may be a great time to do so.  There […]

    Published in the Hauppauge Reporter Prince was a member of that rare breed of artists who defy easy description.  […]

Of course, it’s always tough when a loved one dies.  It’s already emotionally draining, but if you are immediate next […]

The first three parts of this series have been about the various advanced directives, i.e. Power of Attorney, Health Care […]

“Hi, I need to get a Power of Attorney for my dad.”  You would be surprised how many times I […]

Last month I discussed the ins and outs of a Health Care Proxy.  This month I’d like to discuss its […]

Well, it’s a new year and everyone has made their New Year resolutions.  Hopefully one of those resolutions is to […]

This is the end of the year.  Since many of my senior clients have to take out the Required Minimum […]

In past articles I’ve spoken about how to appoint the proper fiduciaries (executors, trustees, guardians, etc.).  But what about those […]

Being rich and famous doesn’t always mean that you’ve got a good estate plan, and there’s no guarantee that there […]

In past articles I’ve spoken about what documents you need to get rid of or update before, during, or after […]