The True Cost of a Revocable Trust
Are you considering a revocable trust Ā as part of your estate plan? You're not alone if youāre wondering about the expenses involved....
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Here you'll find interesting topics about estate planning and real estate.
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Leslie Sultan
Jul 193 min
The New Transfer on Death (TOD) Deeds in New York: A Game Changer for Estate Planning?
Attention! Effective July 20, 2024, Transfer on Death (TOD) deeds will be permitted in New York State. This new legislation marks a...
Leslie Sultan
Jul 82 min
When Should I Update My Trust?
It is essential to recognize that estate planning is not a one-time event but rather an ongoing process that should evolve alongside...
Leslie Sultan
Jun 142 min
Understanding Pooled Trusts: A Lifeline for Disabled New Yorkers Seeking Medicaid
A pooled trust is a type of supplemental needs trust that allows disabled New Yorkers to qualify for Medicaid. Here's the breakdown: In...
Leslie Sultan
May 32 min
Unlocking the Power of Supplemental Needs Trusts
We're thrilled to shine a spotlight on a topic that resonates deeply with us: Supplemental Needs Trusts (SNTs). At the core of our...
Leslie Sultan
May 33 min
Understanding Trusts: Irrevocable vs. Revocable
Welcome to our estate planning hub, where we dive into the intricacies of securing your legacy and protecting your assets for generations...
Leslie Sultan
Jul 19, 20234 min
Trusts and Taxes: What You Need to Know
When it comes to financial planning, understanding the complex interplay between trusts and taxes is crucial. Trusts serve as powerful...
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