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Monthly Archives: February 2024

EstPlan22

Simplify Your Estate Plan by Listing Successor Beneficiaries

By Cavallo & Cavallo |

Every time you invest a few hours in drafting an estate planning document, you are saving your family many hours of work and large sums of money in the future, and you may even be preventing years of family enmity.  Of course, when you experience a major change in your family situation, it is… Read More »

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RetPlanning

A Sobering Look at Retirement Expenses in New York

By Cavallo & Cavallo |

New Yorkers do not suffer fools gladly, and stating the obvious is one of the marks of a fool.  Therefore, if you go to New York and start complaining about how expensive everything is, you are unlikely to endear yourself to the locals.  On the other hand, complaining about how expensive everything is in… Read More »

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WillDocument2

Legal Requirements for a Will in New York State

By Cavallo & Cavallo |

Writing your will is a good first step in estate planning.  If you write your will by hand, or even type it on your computer, and never show it to anyone for the rest of your life, then after you die, your family and friends will know what you want to happen to your… Read More »

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