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Category Archives: Estate Planning

EstPlan19

Five Estate Planning And Asset Protection Tips For Small Business Owners

By Cavallo & Cavallo |

Owning your own business is a lifelong dream. An important part of your success is mitigating losses due to unexpected events. Numerous situations can arise that put your company and your overall financial security at risk. Our Bronx & New Rochelle estate planning attorneys offer the following tips to ensure you are prepared. Ways… Read More »

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Procrastinating In Creating A Will? Take Actions To Put One In Place Now

By Cavallo & Cavallo |

Procrastination is at the top of many people’s lists when it comes to bad habits. Unfortunately, putting off completing important tasks can undermine your overall efforts in life and often has lasting ramifications. In terms of those things people frequently put off, creating a will is one of the most common. The following details… Read More »

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ElderLaw4

Five Ways To Show Your Appreciation For Older Americans

By Cavallo & Cavallo |

As experienced Bronx & New Rochelle estate planning attorneys, we know that while today’s older adults live longer and enjoy a better overall quality of life than prior generations, they still have unique needs that need to be addressed. Most fiercely value their independence but could use help with certain types of tasks. May… Read More »

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Couple

Five Important Estate Planning Tips For Newlyweds

By Cavallo & Cavallo |

June is one of the most popular months of the year to get married and wedding venues in our area generally maintain a full schedule clear through the fall. After all the planning of the prior months, you are likely eager to relax and enjoy your new life together as a couple but there… Read More »

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EstatePlanning6

Ways To Protect Property And Assets From Probate Court Proceedings

By Cavallo & Cavallo |

When a loved one dies, there are complex rules and regulations that govern the process of distributing their assets and settling their estate. This is generally accomplished through the probate court. Probate court proceedings can be a time consuming and potentially costly process. For this reason, many people seek ways in which they can… Read More »

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Retirees

Asset Protection Tips For Retirees

By Cavallo & Cavallo |

You work hard all your life and save money with the goal of having a comfortable retirement. After years of advance planning, you deserve to reap the benefits but it is important to continue managing your money and resources wisely. Our Bronx & New Rochelle estate planning attorneys offer the following tips to help… Read More »

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POA2

What Is A Power Of Attorney And Do I Need One?

By Cavallo & Cavallo |

People generally prefer to remain independent in managing their own affairs. However, this can present challenges when the unexpected happens. Accidental injuries or illnesses can leave you incapacitated and unable to pay bills, attend to business dealings, or perform other important tasks. Designating someone in advance to act as your power of attorney ensures… Read More »

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AssetM

Easy Ways To Protect Your Assets As A Business Owner

By Cavallo & Cavallo |

Wanting to be your own boss and own your own business is a common dream for many people. Unfortunately, after putting forth the time, money, and effort to achieve this goal, unexpected problems can arise that jeopardize all your hard work. Asset protection strategies help to prevent this from happening and are relatively easy… Read More »

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Trustee

Five Benefits Of A Trust

By Cavallo & Cavallo |

Trusts play an important role in estate planning and asset protection. However, most people are unaware of what they are and how they work. A trust involves a legal document that transfers property and assets to the care of a third party or group, the trustee, for the purpose of making distributions in the… Read More »

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PatientSafety

Patient Safety Awareness Week: Protecting Your Most Important Asset

By Cavallo & Cavallo |

Maintaining your health plays a key role in protecting your assets. It ensures you can continue to provide for yourself and your family while preventing medical care costs from depleting your life savings. You trust your doctor to act as your ally in this effort, but you need to be proactive to get the… Read More »

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