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Estate Planning: Eight Steps to Take Now

Many think estate planning is only a concern for those who are later in their stage of life or wealthy. They put it off for years, or entirely. Estate planning is for everyone and essential to maintain financial security...more

Financial Advisers and Estate Attorneys: Both Should be on Your Team

The later stages of life often bring two considerations: planning for retirement and planning for death or other calamities. The prospect can be daunting. Retirement plans. Insurance. Tax strategies. Asset protection....more

Governor Signs Amendment to New York Power of Attorney Statutory Form

On December 15, 2020, Governor Cuomo signed into law a comprehensive amendment to General Obligations Law §§ 15-1501, et seq., the statute setting forth the requirements for power of attorney forms. The new legislation...more

How to Return Economic Impact Payments Sent to Deceased Taxpayers

There have been many reports of deceased taxpayers receiving Federal Economic Impact Payments (“stimulus checks.”) In a rush to get payments out, some payments were sent to people who had passed away. Unfortunately, the...more

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