Monthly Archives: August 2025

Should You Front Load Your Retirement With Fun?
When you consider it carefully, “What do you want to do when you retire?” is more than one question. Most people will answer with ideas for travel and adventures, or else long-awaited bucket list items they have long looked forward to accomplishing, such as cooking a Thanksgiving dinner from scratch for the whole family…. Read More »

Just Say No to Your Inheritance?
In a documentary film about the band Pink Floyd, Roger Waters, one of the band’s founding members, described what a disorienting experience it was to acquire wealth suddenly. Disorienting experiences and Pink Floyd are not always a bad combination, as anyone who has ever smoked weed before attending a Pink Floyd planetarium show can… Read More »

Back to School Estate Planning: Protecting Your Kids’ Future
During the back-to-school season in August, it is easy to focus on numerous details that only affect the immediate future. You buy as many school clothes as you can before the tax-free shopping days end, even though you know your children will have outgrown them a year from now. You scramble to buy all… Read More »

The Complete Guide to Estate Planning in New York: Wills, Trusts, and More
Estate planning sounds like a big job, and the best estate plan is never finished. Despite this, your estate plan does not have to be complicated to do its job of saving your family from a stressful probate case after you die and from having to make heartbreaking and conflict-prone decisions during your final… Read More »