Wealth Management & Estate Planning Should Be Considered When You Purchase Your Home
By: Brian Figeroux, Esq.
Purchasing a home is one of the most significant financial decisions a person will make in their lifetime. Beyond the …
August Is Make a Will Month: Time to Protect Your Family and Your Legacy
By: Janet Howard
August is Make a Will Month—learn why creating or updating your will is essential for protecting your family, preserving your legacy, …
How to Leave an Inheritance for Your Children but Not Their Spouses in New York State
By Brian Figeroux, Esq.
Estate planning is a critical step in ensuring your wealth is passed down according to your wishes. If you want …
Reverse Mortgages in NYC
A reverse mortgage is a financial product that allows homeowners, typically aged 60 or older, to convert part of their home equity into cash …
Boomers Beware: The Hidden Risks of Using Home Equity to Pay for Long-Term Care
For many baby boomers, retirement and aging bring significant financial considerations, particularly when it comes to long-term care. As healthcare costs continue to rise, …
How to Use Home Equity If You Have To: An In-Depth Analysis
As older adults navigate financial planning, one of the most significant assets they own is their home. In situations where additional funds are needed—especially …
Why Dementia Requires a Unique Care Plan Compared to Frequent Falls in the Elderly
Aging presents various health challenges, but not all elderly individuals require the same care plan. Dementia patients need a vastly different approach to care …
How Estate Planning Can Give You Peace of Mind
Estate planning is crucial in securing your financial future and ensuring your loved ones are cared for after you’re gone. While many avoid thinking …
Estate Planning: If Not Now, When? Start the New Year Right
By Chris Tobias
As we move into a new year, many of us set resolutions to improve our lives through better health, financial goals, …
How Trusts Can Shield Your Wealth in New York State (NYS)
By Brian Figeroux, Esq.
Trusts have long been regarded as essential tools for wealth management and protection. In New York State (NYS), where state …