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  • 3394 E. Tremont Avenue
    Bronx, NY 10461
    718.822.2203
  • 1293A North Avenue
    New Rochelle, NY 10804
    914.235.8500
Bronx & New Rochelle Real Estate Attorney
Providing a compassionate & attentive efficient legal service in estate planning & real estate.
Providing a compassionate & attentive efficient legal service in estate planning & real estate. Providing a compassionate & attentive efficient legal service in estate planning & real estate. Providing a compassionate & attentive efficient legal service in estate planning & real estate. Providing a compassionate & attentive efficient legal service in estate planning & real estate. Providing a compassionate & attentive efficient legal service in estate planning & real estate.

Category Archives: Estate Planning

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 »

EstPlan9

Protecting Important People in Your Life With a Trust

By Cavallo & Cavallo |

Having a valid will in place is key to providing an inventory of property and assets and can help ensure your loved ones are provided for in the event of the unexpected. However, including a trust in your estate planning documents allows you more control in exactly how these assets are distributed. By specifying… Read More »

EstPlan8

How to Approach Sensitive Estate Planning Topics Over the Holidays

By Cavallo & Cavallo |

The holidays are a time for happy reunions with family members you may not see on a regular basis. As a result, it can also be the perfect time of year to bring up sensitive topics you may be reluctant to discuss over the phone or during other visits. The last thing on your… Read More »

Will5

What Happens if You Die Without a Will?

By Cavallo & Cavallo |

When Aretha Franklin passed in August 2018, the entire world mourned the passing of the Queen of Soul. Over the course of her decades spanning career, she amassed more than $80 million in assets. However, in the weeks following it was reported that she died without a will. Unfortunately, this is not uncommon and… Read More »

ProtectHome

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 »

EstatePlan5

Four Common Mistakes In Estate Planning

By Cavallo & Cavallo |

Estate planning helps to protect the property and assets you have worked hard to accumulate over the course of your life. It also ensures your wishes are conveyed and your family is provided for in the event of the unexpected. However, when taking the first steps in creating an estate plan or making regular… Read More »

AssetP3

Four Steps Toward Building Financial Security

By Cavallo & Cavallo |

Worrying about money and about how you will provide for yourself and your family, now and in the years to come, can take a toll on both your physical and emotional health. As experienced New York estate planning and asset protection attorneys, we know how employment problems and unexpected injuries or illnesses can easily… Read More »

Wills2

Four Ways a Trust Can Benefit You and Your Loved One

By Cavallo & Cavallo |

A trust is a legal arrangement in which your assets are held by a third party (your trustee) for the benefit of future beneficiaries. A revocable, living trust gives you the power to change these arrangements as you wish or as your circumstances require. While there is a commonly held misconception that trusts are… Read More »

Adoption2

Six Estate Planning Tasks for New Parents

By Cavallo & Cavallo |

Congratulations! After long months of waiting, your little one is here. For new parents, late night feedings and the demands of caring for a newborn can easily keep you from taking care of important tasks around your home. While you can and should put your normal routine aside to enjoy this special time in… Read More »

AssetP2

Steps to Protect Yourself Against Liability in a Claim

By Cavallo & Cavallo |

Whether you own your own home or business, or have commercial properties you rent, you need to take certain steps to ensure accidents and injuries do not occur. Part of protecting your assets and your financial investment is reducing potential liability you could face. When someone is injured on your property due to dangerous… Read More »