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Recent Blog Posts

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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EstatePlanning4

Reconciling With an Estranged Family Member Is a Reason to Update Your Estate Plan

By Cavallo & Cavallo |

Money can poison relationships between relatives as much as it can poison relationships between friends.  In some ways, the less you tell your family about the contents of your will, the better.  Before you designate a family member as personal representative of your estate, make sure that he or she is willing to take… Read More »

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BankruptcyFraud

Bankruptcy and Your Estate Plan

By Cavallo & Cavallo |

Everyone has the right to file for bankruptcy, and everyone who is old enough to know the word “bankruptcy” needs an estate plan.  Therefore, if you are looking for a reason to procrastinate getting started on your estate plan, bankruptcy will not fly.  Successful estate planning does not require you to be rich, but… Read More »

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EstPlan4

Your Estate Plan Should Be Realistic About Your Debts

By Cavallo & Cavallo |

Many young and middle-aged people aspire to be debt-free someday, and they can find no shortage of online content offering motivation and advice, some of it more practical than the rest, about how to pay off one’s debts.  When you are in your 40s, enough of your future is so far away as to… Read More »

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Executor

How to Collect Debts Owed to an Estate

By Cavallo & Cavallo |

Conventional wisdom says that the most stressful and worrisome part of being the personal representative of the estate of a deceased person is paying the estate’s debts.  Disputes over the validity of a decedent’s will are plenty stressful, but they are also relatively rare.  Even if your relationship with your family is not always… Read More »

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EstPlan15

What to Leave to Your Family Instead of Stuff

By Cavallo & Cavallo |

As the saying goes, you don’t know what you had until it’s gone.  Think about the things you wish you could ask your grandparents if they were still here, or the things you are relieved that you still have.  Do you still have family photographs of ancestors that no one in your generation is… Read More »

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EstPlan9

Should Your Estate Plan Adopt a Scarcity Mindset or an Abundance Mindset?

By Cavallo & Cavallo |

A scarcity mindset is when you assume that resources are finite, and your goal is to keep enough of them for yourself, regardless of whether other people get enough of the resources to meet their needs.  By contrast, an abundance mindset is when you assume that there are enough resources for everyone, even if… Read More »

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EstatePlanning7

Living and Dying With No Estate Plan

By Cavallo & Cavallo |

It is easy to procrastinate working on your estate plan, because death happens to those who are diligent about estate planning and those who are not.  What is the worst that can happen if you do not make any written plans for your end-of-life care, the final disposition of your remains, or the distribution… Read More »

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