When one creates an estate plan, a “simple” Last Will and Testament (LWT) is frequently the document that first comes to mind. The concept of creating and funding a trust, […] Read more »
Ossining’s St. Augustine Catholic School is now enrolling for its’ 26-27 school year. If you’re considering a Catholic education at St. Augustine School, allow me to share our family’s process […] Read more »
The passage of the One Big Beautiful Bill Act in July 2025 permanently increased the federal estate and gift tax (FEGT) exemption to $15M per person beginning on January 1, […] Read more »
With the holidays around the corner, now is a prime time to consider whether gifting makes sense for you, and if so, to whom said gifts should be made and […] Read more »
When it comes to estate planning (EP), the focus is often on the Last Will and Testament. Yet, one could easily argue the Power of Attorney (POA) is just as […] Read more »
Planning for your child’s education can feel overwhelming, but a 529 education savings plan offers a powerful way to build a financial foundation for their educational future. One in 4 […] Read more »
The Tax Cuts and Jobs Act (TCJA), which was signed into law by President Trump in 2018, increased the federal estate and gift tax (FEGT) exemption amount from $5 million […] Read more »
When work slows down, the kids are away at camp, and those long hazy lazy days of summer set in, it’s the perfect time to revisit your estate plan. In […] Read more »
When two people enter into a committed relationship, dreams of building a family often follow. For Westchester-based couple, Kyla and Joseph, their journey to parenthood was filled with love, heartbreak, […] Read more »
It is a misconception that a sizeable retirement plan, such as an IRA, 401K, or 403B, prevents one from qualifying for Medicaid. Luckily, in New York State, this is not […] Read more »
