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Monthly Archives: March 2024


Revocable Trusts Are Not a Tax Haven

By Cavallo & Cavallo |

Setting up an irrevocable trust is intimidating for almost everyone except for people who have grown up around them.  The word “irrevocable” is scary, even for people who do not think of themselves as commitment phobic.  Watching a trust manage your money while you are unable to change your mind about it feels too… Read More »

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The “I Would Prefer Not To” Estate Plan

By Cavallo & Cavallo |

When journalists talk about the Great Resignation, they usually use the term “quiet quitting” in the same article.  When young people join the Great Resignation, they are defiantly walking away from the materialistic ambitions that, they have realized, are getting them nowhere.  Giving up is only one aspect of resignation, though; resignation is also… Read More »

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You Don’t Have to Be Elderly or Infirm to Benefit From a Power of Attorney

By Cavallo & Cavallo |

When an elderly person is suffering from ill health, there are usually a lot of whispers among the person’s relatives about power of attorney (POA) documents.  If the person is too ill to make financial decisions or transactions and does not already have a POA signed, then it is too late, and family drama… Read More »

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New York Is Officially the Most Expensive State to Retire

By Cavallo & Cavallo |

Some retirees immediately fly south for retirement and never look back, but a substantial number of New Yorkers feel that no place besides New York can ever be home.  Despite this, they would be happy to never again have to navigate the slippery steps of a brownstone after a snowstorm.  Especially when your job… Read More »

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