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Tag Archives: Estate Planning Bronx

Medicaid

The Difference Between Medicaid and Medicare Program Benefits

By Cavallo & Cavallo |

Paying for healthcare costs gets increasingly difficult as you get older, and can easily end up wiping out any assets you have accumulated. While you automatically get Medicare benefits once you reach a certain age, this program fails to provide many of the important benefits older Americans require. Medicaid provides more extensive benefits, but… Read More »

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Planning

Four Rules For Protecting Your Assets From Creditor Claims

By Cavallo & Cavallo |

While you may have a solid credit score and take pride in your ability to balance your budget, unexpected situations can easily arise which can put your financial security in jeopardy. Family emergencies, accidental injuries or illnesses, and job-related issues can all strain your income and zap your savings, causing you to fall behind… Read More »

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WillDocument

What Happens If Your Will Is Contested?

By Cavallo & Cavallo |

Without a properly drafted and executed last will and testament in place, your property and assets are subject to the rules of intestate succession. This process goes up and down through your genealogy, distributing to your spouse first, then to children, then parents, then any siblings. While you may wish for some of these… Read More »

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EstPlan4

Will A Presidential Repeal of Estate Taxes Impact Your Estate Plan?

By Cavallo & Cavallo |

As power transfers from democrats to republicans in Washington, there are increased rumors of a repeal of the current federal estate tax laws. As addressing potential tax issues is one of the goals of estate planning, would a tax repeal make your current estate planning documents obsolete? The answer to that question is no…. Read More »

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EstatePlanning5

Five Steps To Take Now For A Healthier New Year

By Cavallo & Cavallo |

A new year often provides the incentive to make a fresh start or a new beginning, and what better area to focus on than your own personal health and well-being. One of the main goals of estate planning is asset protection, and good health is the most valuable asset you can possess. Below are… Read More »

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Wills2

Requirements For Making A Will

By Cavallo & Cavallo |

Planning for any unexpected circumstances is key to protecting your loved ones as well as your assets. The start of a new year is the perfect time to look at your estate planning documents, making any additions or updates necessary. These documents help to ensure your family and friends are provided for in the… Read More »

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Year End Steps To Protect Your Assets

By Cavallo & Cavallo |

Many of us are busy throughout the month of December with holiday planning and gift buying, as we look forward to spending time with family and friends. During all these activities and amidst the celebrations, it is easy to ignore practical matters that need attending to before the year is complete. Taking the time… Read More »

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Protecting Your Assets Against Lawsuits

By Cavallo & Cavallo |

There are often complaints regarding how quick some are to file lawsuits against others in today‚Äôs society. While there are abuses of the system and cases that possibly could have been resolved out of court, access to civil lawsuits is crucial to ensuring your rights are protected and responsible parties are held accountable when… Read More »

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