Estate Planning: If Not Now, When? Start the New Year Right

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, or personal growth. But amidst all these plans, one crucial solution often gets overlooked: estate planning. It’s easy to put off such a sensitive topic, but the truth is, there is […]

How Trusts Can Shield Your Wealth in New York State (NYS)

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 laws impose high tax rates and extensive estate and inheritance planning requirements, trusts offer unique opportunities to safeguard assets, minimize taxes, and ensure financial security. This article explores how trusts work, […]