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Category Archives: Estate Planning

Will9

Who Should Get A Copy Of A Will?

By Cavallo & Cavallo |

When a loved one passes, a legally valid and updated will helps to convey their final wishes. As one of the most important yet basic of estate planning tasks, it provides an inventory of all their property and assets and dictates how these should be distributed to beneficiaries. Who should get a copy of… Read More »

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SigningWill

Who Should Get A Copy Of A Will?

By Cavallo & Cavallo |

When a loved one passes, a legally valid and updated will helps to convey their final wishes. As one of the most important yet basic of estate planning tasks, it provides an inventory of all their property and assets and dictates how these should be distributed to beneficiaries. Who should get a copy of… Read More »

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Calculate

Five Ways To Protect Your Assets In 2021

By Cavallo & Cavallo |

Between the serious personal and financial impacts many people suffered as a result of the COVID-19 pandemic and the contentious political issues that regularly dominated the headlines, most of us were relieved to see 2020 come to a close. Unfortunately, the new year appears to be off to a rocky start as well. Security… Read More »

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Guardianship2

What Is A Guardianship and When Is It Needed?

By Cavallo & Cavallo |

A guardianship is a court order granting one person the power to care for and make decisions on behalf of another. It can be a useful tool in protecting children and adults with serious developmental disabilities. However, when used in cases involving older adults or people who suffer unexpected illnesses or injuries, there are… Read More »

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BusPlan

Estate Planning Tasks To Protect Your Small Business In The New Year

By Cavallo & Cavallo |

Running your own small business may have been a lifelong dream but it comes with numerous risks and responsibilities. As the current COVID-19 pandemic helps illustrate, financial problems, fluctuations in the market, health issues, and other unexpected situations can easily arise, jeopardizing both the time and money you have invested. While you may not… Read More »

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EstPl

How The COVID-19 Pandemic Has Changed Estate Planning

By Cavallo & Cavallo |

While most of us are eager to put 2020 behind us, COVID-19 is likely to continue to dominate our lives and daily activities going into 2021. The pandemic has resulted in major impacts on how we work, educate ourselves and our children, enjoy recreational activities, and visit with friends or family members. It has… Read More »

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Trusts

Five Advantages To Creating A Trust

By Cavallo & Cavallo |

Regardless of age, income, or the amount of assets you possess, a trust can play an important role in estate planning and is something everyone should consider. There are five main advantages in creating a trust, all of which can help to protect both you and your loved ones. What A Trust Can Do… Read More »

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SpecNeeds

Estate Planning For Parents Of Special Needs

By Cavallo & Cavallo |

As a parent, it is natural to have concerns about how your children would be provided for in the event anything happened to you. This is particularly true for parents of children with special needs. The following explores some of the options available in terms of estate planning that can help protect their financial… Read More »

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EstPlanFam

Holiday To-Do Estate Planning Checklist To Protect Yourself And Your Loved Ones

By Cavallo & Cavallo |

While the situation surrounding the COVID-19 pandemic will require extra precautions, there are still ways to get together safely with the ones you love. These gatherings provide an important opportunity to reflect on changes in family situations. This can help in completing important estate planning tasks, ensuring you and your loved ones are protected…. Read More »

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EstPlan22

Four Common Myths About Estate Planning In New York

By Cavallo & Cavallo |

Between the situation surrounding the COVID-19 pandemic and the end of the year, which is quickly approaching, it is a good time to consider completing estate planning tasks. As experienced New York estate planning attorneys, we frequently hear from clients who wonder how and if this applies to them. There are some common myths… Read More »

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