Monthly Archives: December 2022
How To Discuss Asset Protection With An Aging Parent
Many older adults in Pleasantville and throughout Westchester County are resistant to the idea of addressing asset protection strategies and considering ways of protecting their assets in the event they require long-term care. For a number of older adults, these discussions can be unwanted because they highlight the fact that their lives are changing… Read More »
Reviewing Your Estate Plan Over The Holidays
For those who have a will and advance directives, as well as other estate planning documents, it is a good idea to review these documents and their provisions annually. Because families often get together over the holidays and, as a result, various family issues — including both health and financial matters — can arise… Read More »