8 Reasons You Should Avoid Cookie-Cutter Estate Plans

Estate Planning is an important step in securing your financial future for yourself and your loved ones. Your plan should be tailored to your specific needs, goals and family circumstances. There is no one size fits all estate planning model, nor should you rely on DIY or online forms to...

As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate (more…)