May 2, 2025/
When we think about estate planning, we often focus on the big milestones: marriage, retirement, the birth of children or...
- All Posts
- Article
- Blog
- Events
- Featured Article
- News
- Press Releases
April 29, 2025/
In estate planning, the term “Cestui Que” (pronounced sess-twee kay) refers to the beneficiary of a trust or insurance policy....
April 17, 2025/
Every season of change brings new possibilities—and potential risks to your estate plan. From estate tax thresholds to capital gains...
March 26, 2025/
If you rely on the Consumer Directed Personal Assistance Program (CDPAP) in New York, you may have heard about some...
March 20, 2025/
On March 26th, 2025, we celebrate Little Red Wagon Day, a day dedicated to the iconic red wagon, a...
March 19, 2025/
Paul was a devoted father of three who always intended to write a will—but life got in the way. When...
March 10, 2025/
When James’s mother, Ellen, was diagnosed with Alzheimer’s, their family assumed they could make medical decisions for her as needed....
March 3, 2025/
When Margaret’s husband, Tom, suffered a severe stroke at 68, she assumed she would automatically have the authority to manage...
February 18, 2025/
Maria had always admired her grandmother’s quilt, but it wasn’t until she inherited it that she truly understood its significance....
February 14, 2025/
If you or a loved one are in need of assistance with daily living and are considering applying for Medicaid...
CONTACT US
SEND US A MESSAGE
