Estate Planning

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Estate Planning

We help you understand your family situation, the extent of your needs for estate planning. We work with you to protect your loved ones and assets to provide you with peace of mind. It is important to understand your family and business dynamics to plan best for your future generations and leave your legacy behind. Estate planning incorporates the following aspects:

  • Understanding your goals, issues, and concerns
  • Gathering personal information, reviewing the family tree, addressing issues such as prior marriages, citizenship, residence, health, Medicaid issues, distant relatives, and family dynamics.
  • Developing an inventory of your assets, real and intangible, and determining the value of those assets
  • Clarifying ownership of your assets and how they will pass through probate or other means
  • Collecting and reviewing your current planning documents including wills, trusts, powers of attorney, health care proxies, living wills, HIPAA release documents, and beneficiary forms
  • Analyzing the liquidity of your assets
  • Assessing the tax and estate planning ramifications your choice of beneficiary
  • Evaluating your estate tax and income tax issues
  • Planning strategies that meet your objectives and best benefit your tax situation

Blog

April 3, 2020Cga

Continuing Operations During the Coronavirus – We Are Still Here to Serve You

We want you to know that we are still up and running during the Coronavirus crisis. We are considered to be an “essential service” according to the New York State guidelines. In order to keep everyone safe, healthy, and informed, we are providing you a combination of remote and on-site services.

April 3, 2020Cga

NYS Unemployment and Pandemic Assistance Due to COVID-19

Please be aware that under the CARES Act, New York State has expanded Unemployment Insurance Benefits related to COVID-19 to provide additional benefits and allow additional categories traditionally not covered. The following information gives a brief summary of the main benefits offered and links to pertinent information to help you apply from the NYS Department of Labor website.