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The importance of an estate plan for all adults

Adults in New York need an estate plan for a number of reasons. Without an estate plan, they have no control over what happens to their assets. An estate plan can also protect minor children and help ensure that a health care and financial plan [...]

Anthony Troia2020-07-14T18:49:42-04:00April 30th, 2020|Estate Planning & Administration|
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Steps in creating an estate plan

People in New York who have not yet created an estate plan may be prompted to do so by a personal event, such as marriage or the birth of a child. Changes in assets or in tax law could also remind a person of the [...]

Anthony Troia2020-06-29T15:08:54-04:00April 10th, 2020|Estate Planning & Administration|
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Options to minimize estate tax liabilities

Many people in New York may think of 529 plans solely as a matter of saving for their children’s education during their lives. However, these plans may also provide an estate planning option for people who want to lessen the estate tax burden. While the [...]

Anthony Troia2020-11-04T11:20:13-05:00April 9th, 2020|Estate Planning & Administration|
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What are powers of attorney

When people in New York think about the future, they may want to plan for a range of possibilities. One of the most important documents that people can include in their estate planning process is a power of attorney. This document carries a great deal [...]

Anthony Troia2020-06-29T14:30:19-04:00April 6th, 2020|Estate Planning & Administration|
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