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Crisafulli Gorman Attorneys

Crisafulli Gorman, P.C.

Comprehensive Planning to Protect Your Loved Ones, Assets, and Legacy

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8104 Cazenovia Road
Manlius, NY 13104

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HomeEstate Planning

Posts in category: Estate Planning

dad

Protecting a Child’s Inheritance

March 28, 2022
with No Comment Estate Planning

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 ...

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Estate Planning for Couples Marrying Later in Life

March 15, 2022
with No Comment Estate Planning

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 ...

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prenup

Do You Need a Prenuptial Agreement?

March 8, 2022
with No Comment Estate Planning

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 ...

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Happy senior couple reviewing their estate plan

The New Year is a Great Time to Review Your Estate Plan

March 1, 2022
with No Comment Estate Planning

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, ...

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health-care

The Benefits of Health Savings Accounts

February 8, 2022
with No Comment Estate Planning

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, ...

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Prenuptial agreement

Estate Planning for Second Marriages

January 31, 2022
with No Comment Estate Planning

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 ...

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america

Moving Out of State? You May Need to Revise Your Estate Plan.

January 25, 2022
with No Comment Estate 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 ...

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apps1

What Will Happen to Your Digital Estate When You Pass Away?

January 17, 2022
with No Comment Estate Planning

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 ...

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Unrecognizable black guy working on his laptop and writing

Planning Tips for the New Year, Continued

December 22, 2021
with No Comment Estate Planning

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 ...

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Goal,plan,action text on light box on desk table in home office.Business motivation or inspiration,performance of human concepts ideas

Planning Tips for the New Year

December 15, 2021
with No Comment Estate Planning

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 ...

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