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Category Archives: Estate Planning

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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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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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Ways to Deal with Loved One Who is an Addict or Alcoholic In Estate Planning

By Cavallo & Cavallo |

Dealing with a loved one who is an addict or alcoholic is heartbreaking. No matter how much you love them, efforts to get them to stop often prove futile. Sadly, addiction can ruin their health and all chances of finding happiness or success while putting your own wellbeing and financial security at risk. While… Read More »

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How To Protect Your Inheritance Against Divorce, Death, Lawsuits, and Taxes

By Cavallo & Cavallo |

Inheritances provide a way for one generation to pass wealth on to the next. Unfortunately, outside issues can chip away at the amount, leaving little or nothing to pass along to your own beneficiaries. Our Bronx & New Rochelle estate planning attorneys detail some of the steps you can take to protect and preserve… Read More »

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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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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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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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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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