Video2023Mar
0

Mastering Your Financial Life with Judy Heft and Marci Goldfarb

In this episode of Mastering Your Financial Life, Judy Heft interviews Marci Goldfarb, Senior Counsel at Schwartz Ettenger. Marci has been practicing law for over 30 years and specializes in all aspects of Estate Planning, including preparation of Wills and Trusts, probate proceedings, and estate and trust administration. Watch the episode below to learn about:…

2022Aug
0

GOT A KID GOING TO COLLEGE?

Did you know that in New York once your child turns 18 you are no longer legally entitled to know anything about them? Their school can’t talk to you, even if you are paying for their education. Their health care providers can’t talk to you, even though you are their parent, and even if they…

2022Mar
0

NEW YORK STATE IS HOLDING OVER $17 BILLION IN UNCLAIMED FUNDS

According to recent statistics, there is over $17 billion dollars in unclaimed funds that are being held by New York State. In the first three months of 2022 alone, the state has returned over $90,620,070. The amounts received by individuals varied, but over 59% of the claims were for over $100.  Odds are, someone you…

2021Jun
0

THE NEW POWER OF ATTORNEY: WHAT TO KNOW

New York State recently enacted legislation simplifying the form of Power of Attorney (“POA”), which law went into effect June 13, 2021.  After such date, the new form of POA is required to be used. WHAT IS A POWER OF ATTORNEY? As you may know, a POA is a legal document by which a person…