Revocable vs. Irrevocable Trusts in New York State
It’s been a while since we’ve touched on the basics of trusts and some people have been asking for a basic primer on the different types of trusts and what would be the best use of a trust for their specific situations.
Why Every Long Island College Student Needs a Health Care Proxy and Power of Attorney
When your child turns 18, they are legally considered an adult. This exciting milestone comes with new freedoms, but also important legal changes many parents don’t realize until it’s too late. Under HIPAA (the Health Insurance Portability and Accountability Act), parents lose automatic access to their adult child’s medical records. And once your child is no longer […]
Getting to the Heart of the Matter, A Personal Family Story: Transitions and Timing
There is an Eagles song that starts off with, “I got the call today, I didn’t want to hear, but I knew that it would come.” While that song refers to lost love, the first sentence always makes me think of other bad news that you know will come eventually, and that happened to me a […]
Which Business Entity is Right For You: Sole Proprietorship, LLC, S Corp, and More
If you’re wondering how to choose a business structure, we work with clients in New York to build and grow businesses entities, whether they are in the brick-and-mortar space or offer services online.
Estate Planning Lingo Cheat Sheet
Last month, we discussed real estate terms to know, and this month, we tackle estate planning terms. I’ve picked five fairly common terms, but if you haven’t had experience with estate planning before, you might not know exactly what they mean. Power of Attorney or POA. This document appoints a person (your agent) that you […]
Real Estate Lingo Cheat Sheet
We’ve all been in a room, or on a call, and someone uses a term, or an abbreviation, with which we aren’t familiar. This blog contains five common real estate terms. Let me know how many you knew or if you learned something you didn’t! MLS. Or now known as OneKey MLS. If you’ve bought […]
Do You Have A Plan For Your Pet If You Are Disabled Or Die?
The world feels very different right now. You watch the news, you talk to your sources and you are doing the best you can to prepare, as we all are doing. Everyone should follow the directions of the government. Courts are closed right now, there are no foreclosure auctions for a minimum of 30 days. […]
The Power of an Ethical Will
If you aren’t familiar with this term, you aren’t alone. You’ve most likely heard of a Last Will and Testament, which is a legal document designating your beneficiaries and fiduciaries after their death. An ethical will is personal, and instead of focusing on the distribution of one’s assets, it outlines your values, beliefs, family traditions, […]
My Travels to Japan: A Lifetime of Memories
If you’ve followed my newsletter for some time, you know that I love to travel. From Iceland to St. Maarten to Ireland and beyond, I’ve visited many incredible locations and have learned so much about different cultures. Last month, I had the fantastic experience of traveling to Japan! This was my first time, […]
Relationships and Trust
I remember as a kid when I liked a song on the radio and I had to wait for it to come on if I didn’t own the record or cassette. Or, waiting for holiday movies and shows to air because there were no streaming options to watch them anytime I liked. I remember […]