Planting the Seeds of Security: Estate Planning and Earth Day

As we celebrate Earth Day, a time to honor the planet and commit to nurturing the world we’ll leave behind, it’s also a fitting moment to think about the legacy we leave for our families. Just as the health of a tree depends on strong, deep roots, the well-being of families living in New York […]

Leaving a Legacy: Why Estate Planning is for Everyone (Yes, Even You!)

When you hear “estate planning,” you probably picture billionaires divvying up their mansions, yachts, and private islands. Well, guess what — estate planning isn’t just for the rich. It’s for everyone. Yep, even you — whether you’re a parent, a pet owner, or a single 20-something just hoping to keep your ficus alive for one […]

What is probate?

A guide to administering a will in New York, New Jersey, and Pennsylvania Let’s talk about something a bit less thrilling but absolutely essential: probate. You’ve probably heard of a will before—a legal document that outlines how your stuff should be divided after you’re gone. But here’s the thing: have you ever wondered what happens […]

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s one crucial aspect of travel planning that often gets overlooked: ensuring your children’s safety and care if something unexpected happens to you during your trip. […]

The Unexpected Challenges of Being an Estate Executor

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare, […]

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you want to be […]

4 Estate Planning Myths That Put Your Loved Ones at Risk

​​Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of couples lack estate plans. These statistics highlight a dangerous disconnect […]

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking about. These are life insurance policies, forgotten bank accounts, uncashed checks, retirement funds, and other valuable […]

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