Comprehensive Planning to Protect Your Loved Ones, Assets, and Legacy
Seven Pines Office Park, Bldg. #3
8104 Cazenovia Road
Manlius, NY 13104
A number of our clients have expressed concern about protecting the inheritances of their children. Sometimes, they worry about the security of a child’s job and what will happen if he or she loses that job in a tough economy, cannot pay bills, and ...
Here are some factors to consider when marrying, or remarrying, later in life. Should You Have a Prenuptial Agreement? In most situations, the answer is yes, particularly if you and your betrothed have children from previous marriages, a disparity ...
Okay, so you popped the big question, and he or she said yes! Whew, what a relief! Now there’s so much to do, so many plans to make: the guest list, the invitations, the reception, the band, the cake, the honeymoon… the prenup? While it is hard ...
We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your plan up to date? In a word, change. As you grow older, your needs inevitably change. So, too, ...
Health savings accounts are tax-advantaged medical savings accounts available to people enrolled in high-deductible health plans (plans with deductibles of at least $1,350 for individuals and $2,700 for families). To qualify for a health savings account, ...
Second marriages can present unique challenges when it comes to estate planning, particularly if you or your new spouse have children from previous marriages. Let's take a look at some of the factors, tools, and strategies to consider when planning ...
Approximately 3 million Americans move to another state each year, while last year alone the number was 4.7 million. Given the stress and myriad changes that come with such a move, it’s not surprising that many people forget to review their estat ...
Even if you are not tech savvy, you likely have a digital “estate” comprised of assets with financial and sentimental value. You probably also have plenty of personal information floating around out there in the digital universe. To protect t ...
Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it ...
It’s impossible to predict what the new year has in store for us. However, if you follow some (or all) of these tips, 2022 should bring you greater peace of mind. Update your estate plan. We’ve said it before, but as an estate planning firm d ...
