For legally married couples, the portability provision allows for the transfer of the federal estate tax exemption from the estate...
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Call Us 315-793-3622
For legally married couples, the portability provision allows for the transfer of the federal estate tax exemption from the estate...
If you have been asked to serve as a trustee, chances are you were initially flattered by the request. After...
Moving to a new home is stressful in and of itself. When the move involves a senior relocating to a...
According to a Merrill Lynch retirement study, 60 percent of people over the age of 50 would rather give inheritances...
When clients ask us whether it is right for them, we consider their overall plan and unique situation. Sometimes we...
The 2013 United States Census indicated that 54 percent of women over the age of 65 were not married. The...
For the vast majority of people considering retirement, one question looms above all others: Have I saved enough to make...
Maybe you’re looking to relocate to a state you’ve always dreamed about living in. Or perhaps you just want to...
According to researchers at the Krembil Neuroscience Centre in Toronto, Canada, some forms of dementia are the result of many...
You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized...
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