Category Archives: Trust and Estates
Estate Planning Team
The importance of a great estate planning team cannot be understated. There is a widely-held misconception that estate planning and an estate planning team are reserved for “other” people. Of course, nothing could be further from the truth. Consider that many residents of Westchester and Putnam County are millionaires – and they don’t even… Read More »
What is a Trust
When it comes to Trust and Estates, it seems that everyone has heard the term “trusts.” Many times, clients come to our offices saying they “need” a Revocable Living Trust, a Life Insurance Trust, an elder law Medicaid Asset Protection Trust and/or an Irrevocable Trust. However, they do not seem to know what a… Read More »