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Category Archives: Asset Protection

AssetP4

Asset Protection Goals For The New Year

By Cavallo & Cavallo |

When most people think of asset protection, they think of financial strategies designed to better manage wealth. While that is an important consideration, assets are more than just money in the bank.Take a quick inventory of the things that matter most to you. Regardless of your occupation, the amount of property you own, or… Read More »

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Protecting Your Assets During a Divorce

By Cavallo & Cavallo |

Going through a divorce is painful emotionally. It can also wreak havoc on your finances. Whether you have been married a short while or have spent years accumulating property and funds in financial accounts, your top priority should be protecting your assets. As experienced Bronx & Westchester estate planning and asset protection attorneys, we… Read More »

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Three Ways to Protect Yourself and Your Assets

By Cavallo & Cavallo |

You work hard to achieve financial security, with the goal that investments you make in property, businesses, and personal accounts will provide for you and your loved ones. Protecting your assets should be a top priority and National Public Health Week highlights three specific steps you can take to help reach this goal. Actions… Read More »

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Money

Protect Your Assets By Reducing Your Future Long-Term Care Costs

By Cavallo & Cavallo |

While you may have strived all your life to provide for yourself and your loved ones, unexpected injuries and prolonged illnesses can quickly derail any financial security you have managed to attain. Long-term care costs can quickly add up to hundreds of thousands of dollars, depleting your savings and robbing your children or other… Read More »

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AssetP4

Four Ways to Protect Your Assets in Anticipation of Divorce

By Cavallo & Cavallo |

Disagreements and disputes can occur in even the healthiest and happiest of marriages. However, non stop arguing or feelings of coldness that has been going on for long months or even years could indicate more serious problems. Unfortunately, high divorce rates are a fact of life. If you are experiencing marital difficulties or are… Read More »

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New Year’s Resolutions to Protect Your Small Business

By Cavallo & Cavallo |

Was 2018 the year you finally started a small business? Whether you are a newbie to being your own boss or have been nurturing a growing concern for several years now, finding ways to increase your profits while protecting your bottom line is always a priority. With a new year just beginning, it is… Read More »

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EPlan1

Five Simple Ways to Protect Your Loved Ones and Your Assets in the New Year

By Cavallo & Cavallo |

The following offers five simple asset protection strategies, which offer a quick and easy way to help ensure you and your loved ones are protected: Make sure all important documents are in one easy to locate place. Items such as birth certificates, marriage licenses, military service records, mortgage documents, and titles to vehicles should… Read More »

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End of the Year Estate Planning and Asset Protection Strategies

By Cavallo & Cavallo |

There are numerous demands that are typically placed on your time and budget during the holiday season. Unfortunately, this can cause you to lose track of the fact that the end of the year is fast approaching as well. Before 2019 begins, there are certain tasks you should complete which can help save you… Read More »

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Assets

How Holiday Gift Giving Fits in With Medicaid Planning

By Cavallo & Cavallo |

The goal of Medicaid planning is to help offset the exorbitant costs of long term home based or nursing home care. If you are over 65 or become disabled, Medicaid will cover these expenses, provided you meet certain state and federal requirements. As an entitlement program, your income is a factor and falling above… Read More »

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Protect Your Property and Assets In the Event of Storms

By Cavallo & Cavallo |

As hurricane Florence batters the Southeast coast and additional storms swirl in the Atlantic, it serves as a reminder for those of us further north to take the appropriate steps in securing our own homes and property. As hurricane Sandy in 2012 showed, adverse weather during hurricane season is just as likely to impact… Read More »

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