
What does a well-developed plan look like?
You will need other important estate planning documents such as a trust, power of attorney, health care power of attorney, letter of intent, beneficiary designation,
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You will need other important estate planning documents such as a trust, power of attorney, health care power of attorney, letter of intent, beneficiary designation,

BY THE EMD OF THE YEAR, YOU SHOULD HAVE: THE FIRST DRAFT OF YOUR WILL With at least the first draft of your Will, your

GETTING A TRUST With the trust, things are less complicated because you can pull out the specifics it needs before you’re passing that a Will

An estate plan is not fully complete until you draft some important estate planning documents. Of course, a will is one of those documents. However,

When planning an estate plan in New York State it is important to know the terms to understand with what you’re doing. Terms like; trusts,

Retirement is one of those periods where you relax with your loved ones and engage in those things that makes you happy. While retirement remains

Several retirees suffer because they failed to plan for their retirement. What are the best ways to save for retirement? Aside from stashing some cash

ESTATE PLANNING When planning an estate plan in New York State it is important to know the terms to understand with what you’re doing. Terms

ESTATE PLANNING When planning an estate plan in New York State it is important to know the terms to understand with what you’re doing. Terms

What a New York Estate Plan Includes An estate plan can provide you the essentials needed to make sure your estate and all your assets