Monthly Archives: December 2017
Estate Planning Resolutions for the New Year
The year 2018 brings a chance for fresh beginnings, for setting goals, and for attending to matters you may have put off in the previous year. What better place to begin than with your financial accounts and property. Estate planning helps to preserve the hard earned assets you have accumulated, both for your future… Read More »
Smart Estate Planning and Asset Protection Strategies For Millennials
Young adults often get a bad reputation when it comes to their reputation for managing money. While many struggle to balance the high costs of living with low wages, parents and other older adults often question their choices, wondering why they do not have more in savings or have delayed starting a family or… Read More »
Year-End Tax Tips to Protect Your Assets
As 2017 draws to a close, the time is now to make last minute moves aimed at reducing the amount you owe over the upcoming tax filing season. Particularly with some of the dramatic changes being proposed, it is important to act now to protect your assets and to prevent losing money through exemptions… Read More »
How An NYSARC Trust Can Delay The Need For Nursing Home Care
Many of us are responsible for providing for older family members or friends. For these loved ones, remaining in their home is often a priority. Unfortunately, the costs of maintaining a household while paying for in-home care services can quickly deplete any available resources, making nursing home care a more financially viable option. By… Read More »