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Tag Archives: New York Estate Planning Attorneys

EstPlan10

End of the Year Estate Planning and Asset Protection Strategies

By Cavallo & Cavallo |

There are numerous demands that are typically placed on your time and budget during the holiday season. Unfortunately, this can cause you to lose track of the fact that the end of the year is fast approaching as well. Before 2019 begins, there are certain tasks you should complete which can help save you… Read More »

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AssetP3

Four Steps Toward Building Financial Security

By Cavallo & Cavallo |

Worrying about money and about how you will provide for yourself and your family, now and in the years to come, can take a toll on both your physical and emotional health. As experienced New York estate planning and asset protection attorneys, we know how employment problems and unexpected injuries or illnesses can easily… Read More »

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Four Ways a Trust Can Benefit You and Your Loved One

By Cavallo & Cavallo |

A trust is a legal arrangement in which your assets are held by a third party (your trustee) for the benefit of future beneficiaries. A revocable, living trust gives you the power to change these arrangements as you wish or as your circumstances require. While there is a commonly held misconception that trusts are… Read More »

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Talking to Your Loved Ones about Money

By Cavallo & Cavallo |

Discussions about money, financial assets, and future planning strategies can be tense, even among the closest family members. While the prevailing attitude may be that it is ‘none of my business’, the fact is that money matters among those closest to you can have a significant impact on you now and in the years… Read More »

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Estate Planning Resolutions for the New Year

By Cavallo & Cavallo |

The year 2018 brings a chance for fresh beginnings, for setting goals, and for attending to matters you may have put off in the previous year. What better place to begin than with your financial accounts and property. Estate planning helps to preserve the hard earned assets you have accumulated, both for your future… Read More »

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EstatePlanning2

Eliminating Fears Concerning End-of-Life Planning

By Cavallo & Cavallo |

As devastating as the loss of a loved one is, dealing with death is a part of life. Failing to acknowledge or plan for your own eventual passing does not mean it is not going to happen, it simply shifts the burden to your surviving family members. Estate planning regarding end-of-life arrangements can help… Read More »

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Including Advance Directives In Your Estate Planning Documents

By Cavallo & Cavallo |

Just as a will advises loved ones on how you want your affair to be handled in the event of your passing, advance directives are estate planning documents that guide your friends and family members on your wishes in regards to end-of-life issues. In health situations where you are unable to communicate the type… Read More »

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The Role Property Titles Play in New York Estate Planning

By Cavallo & Cavallo |

How you title real estate and other property you own individually, with your spouse, or with other family members plays an important role in New York estate planning. It can mean the difference between the co-owners you name automatically inheriting the full share of the property in the event of your passing, versus having… Read More »

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POA

Power of Attorney: Two Estate Planning Documents Everyone Needs

By Cavallo & Cavallo |

Regardless of your age, your physical health, or the amount of property and assets you own, there are certain estate planning documents everyone needs. At the top of the list is a properly drafted and executed will which instructs your surviving family members or friends on your final wishes and designates who you want… Read More »

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Estate Planning and Asset Protection During Divorce

By Cavallo & Cavallo |

Estate planning involves preparing for life events that are unexpected, and the breakup of your marriage may be one of those events. As difficult as the present time may be, it is important to consider how a divorce could your own future, as well as the financial security of those you care about. Protecting… Read More »

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