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Tag Archives: Bronx Estate Planning Lawyers

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 »

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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 »

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OfftoCollege

Three Important Tasks for College Students

By Cavallo & Cavallo |

For parents of high school seniors, this has no doubt been a busy year. Making all the plans and preparations needed for your child to attend college is a major undertaking. From selecting a school to working out financing and going through the admissions process, these tasks can easily preoccupy much of your time…. Read More »

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EstatePlan6

Five Things You Can Do Now to Plan for Retirement

By Cavallo & Cavallo |

When you are young, healthy, and busy raising a family, thinking about retirement or an estate plan is likely to be the last thing on your mind. Even if you contribute to an employer sponsored 401k or have a job that offers pension benefits, there is the possibility that the amount will not be… Read More »

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EstatePlan4

Include Family Caregiver Arrangements as Part of Your Estate Planning

By Cavallo & Cavallo |

Families often avoid or put off discussions concerning estate planning and the potential future need for long term care arrangements for older parents and other loved ones. While these types of conversations may seem awkward, not addressing the issue can cause chaos and cost everyone involved significant amounts of money in the event the… Read More »

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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 »

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EstPlan6

What You Need to Know About Including Your IRA In Your Estate Plan

By Cavallo & Cavallo |

Putting money into an Individual Retirement Account (IRA) can be a great way to reduce your taxable earnings while ensuring you have funds set aside for retirement. As an added incentive, smart investments made through your IRA can provide you with profits for years into the future. If you have spent decades working and… Read More »

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EstatePlanning5

‘Free Lunch’ Trust Seminars Can End Up Costing You Your Retirement Savings

By Cavallo & Cavallo |

Have you ever received a mailer or seen one of those advertisements for a free seminar on estate planning that offers a complimentary lunch or dinner in a local restaurant as a way of getting acquainted? These offers often target seniors and those who are retired. While it may seem like you have nothing… Read More »

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EstatePlanning2

Understanding Advance Directives

By Cavallo & Cavallo |

Few of us want to contemplate the thought that a serious illness or injury could jeopardize our own lives or the lives of those we love. Unfortunately, not thinking about this scenario does not reduce the odds of it happening nor does it make important decisions that must be made in these situations any… Read More »

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Will5

Why You Need an Experienced Attorney to Help with Writing Your Will

By Cavallo & Cavallo |

Having a valid will and other estate planning documents in place is important to protecting your loved ones and ensuring they are provided for. While no one enjoys contemplating their own mortality, it is important to recognize that not having one could cost your closest family members and friends both time and money in… Read More »

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