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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: asset protection

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 »

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 »

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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 »

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 »

InsCov

Protecting Your Assets with Insurance

By Cavallo & Cavallo |

Most states, including New York, require you to carry a certain amount of car insurance and you are likely to receive health insurance coverage through your employer. You are also obligated to carry homeowners insurance when taking out a mortgage, but is the amount you have enough? Reviewing your homeowner’s policy and considering other… Read More »

EstatePlanning4

Including Social Media and Digital Assets In Your Estate Planning

By Cavallo & Cavallo |

Many people today own websites and conduct an extensive amount of business online, which can be profitable enterprises representing significant sources of income. Whether you sell items or services online, make investments, or receive compensation through crowdfunding and passive income streams, it is important to include these in your will and other estate planning… Read More »

Home_assetP

Four Ways to Protect Yourself and Your Home After Winter Storms

By Cavallo & Cavallo |

The first days of spring brought additional snowfall to the entire northern East Coast area, impacting people in New York, New Jersey, and throughout New England. With accumulations of 36 inches or more in some locations, recovering after these events can prove challenging. Your home is one of your most important investments, and to… Read More »

Retire

Are You Getting Married? Protect Your Retirement Benefits

By Cavallo & Cavallo |

Pension benefits and money in Roth IRAs, 401ks, or other retirement accounts play an important role in your future well being and financial security. When getting married, whether it is for the first time or after a previous divorce, it is important to follow some simple asset protection strategies to preserve these accounts, ensuring… Read More »

SickSpouse

Are You Dealing With a Loved One’s Difficult Diagnosis? These Tips Can Help

By Cavallo & Cavallo |

Finding out a loved one has a life threatening disease or an illness likely to prove fatal is devastating. It may be the natural progression of a medical condition your family has been dealing with for months or even years, or the news may stem from an accidental injury or surprise results of diagnostic… Read More »

Document

Talking to Your Loved Ones about Money

By Cavallo & Cavallo |

Discussions about money, financial assets, and future planning strategies can be tense, even among the closest family members. While the prevailing attitude may be that it is ‘none of my business’, the fact is that money matters among those closest to you can have a significant impact on you now and in the years… Read More »