2013Jul
0

TEN MOST COMMON ESTATE PLANNING MISTAKES

Estate planning seems so simple. It can be deceptive, though. Here are ten mistakes people commonly make that can cause chaos for your family later. These are not in any particular order of importance. Mistake #1: Believing Your Estate Is Too Small. Estate planning does not depend on how much you have. It is about…

2011Nov
0

I’M NOT RICH – Do I Still Need to Do Estate Planning

The simple answer for most people is typically “YES”, although the reasons may differ.  Below is a list (in no particular order) of reasons to do, or review your estate planning. _______________________________ 15 Most Common Reasons to Do (or Review) Your Estate Planning The desire to designate who will manage your affairs if you become…

2009Oct
0

ARE YOU ENTITLED TO FUNDS HELD BY NEW YORK STATE?

The State of New York is currently holding billions of dollars of unclaimed funds for individuals, trusts, estates and businesses. Some of this money may belong to you!  In fact, I have recovered over $7,500 from NYS belonging to myself and other family members.  I have also assisted several clients in finding funds belonging to…

2009Aug
0

MAJOR CHANGES TO NEW YORK POWERS OF ATTORNEY

A new law concerning New York powers of attorney becomes effective September 1, 2009. There are several major changes affecting the content and the execution of the power of attorney form: 1. AGENTS’ SIGNATURES: The form must be signed, dated and notarized, not only by the person making the appointment, but also by the agent…