Liquidity Without Loss: The Beauty of the Irrevocable Life Insurance Trust

Most people purchase life insurance to ensure their loved ones will be financially sound upon their demise. While the details of these policies vary, they generally fall into one of […] Read more »

A Recipe for Asset Protection: Long Term Care Insurance and Medicaid

The U.S. Administration on Aging estimates that 70% of Americans over the age of 65 will require long-term care services, such as home care, assisted living, or skilled nursing. The […] Read more »

Partner Content: The ‘Surrogacy Sisters’: Bonding together to make Sister’s Dream of Motherhood Come True

It took a little bit of science, a whole lot of love and a trio of sisters to bring Emersyn Fieberg into the world this spring.  Elementary school teacher Jaclyn […] Read more »

Partner Content: Learning without Limits: A (Late-found) Love of Language

As Jue Wang, hailing from Qing Dao in the People’s Republic of China, approached his 70th birthday, the gift he gave himself was a fully immersive, nine-month English course here […] Read more »

Partner Content: Here’s to Music . . . 

By Ursula Hahn What’s not to like about Kendal on Hudson, right here on the Hudson River? Its bucolic location overlooking the majestic river with the Palisades as background and […] Read more »

The Housing Authority: Up on the Roof: Safety First

Expert Tips from the Experts at Franzoso Contracting Any homeowner planning to have work done on their home’s roof owes it to themselves to be aware of best practices that […] Read more »

Partner Content: Happiness Is… Pull up Your Bootstraps!

The groundhog may have blown his prediction for an early spring, but what will not change is that we are having a new moon and a total solar eclipse on […] Read more »

Use It or Lose It: Time is Running Out to Avoid the Federal Estate and Gift Tax – Part Two

Part One of this article from January 2024 discussed how affluent New Yorkers who do not engage in estate tax planning could find themselves paying a combined federal and NY […] Read more »

Expert Advice from the Experts at Franzoso – Melting Away Ice Dams

What Is an Ice Dam? Winters in Westchester can be brutal. When cold conditions are combined with snow accumulation, and there is heat loss due to inadequate overhang ventilation and […] Read more »

Use It Or Lose It: Time is Running Out to Avoid the Federal Estate and Gift Tax – Part One

For the vast majority of New Yorkers, the federal estate and gift tax and the New York estate tax is not an issue. However, for affluent residents of the State […] Read more »