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Tag Archives: New York Estate Planning Lawyer

Will6

Frequently Asked Questions Concerning Wills In New York

By Cavallo & Cavallo |

At Cavallo & Cavallo, we help our clients protect assets and provide for family members in the event of the unexpected. A will is one of the most basic yet important types of estate planning documents you need to have, as it outlines your wishes in terms of who will inherit and how property… Read More »

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EstPlan7

Handling Difficult Details in the Aftermath of a Loved One’s Death

By Cavallo & Cavallo |

Dealing with the death of a loved one is never easy. Few people have experience in handling these types of traumatic events, and dealing with important matters in the aftermath can prove both confusing and challenging. At Cavallo & Cavallo, our New York estate planning attorneys provide the compassionate care and professional legal guidance… Read More »

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CSupport5

Pros and Cons of Passing Out Inheritance Money Early

By Cavallo & Cavallo |

You have worked hard all your life accumulating funds for your retirement, and now have a tidy nest egg to pass along to your children. In some cases, rather than waiting until you pass away to distribute money to beneficiaries through your will, some people opt instead to make financial gifts to children, grandchildren,… Read More »

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EstPlan4

Report Cites Family Conflicts Among Top Concerns in Estate Planning

By Cavallo & Cavallo |

Changes in the tax code provide some relief against the threat of hefty estate taxes, but there is another issue that can end up making estate planning more complex. With longer lifespans expected and the increased odds that someone close to you may have gone through a divorce, choosing family members as beneficiaries of… Read More »

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SickSpouse

Are You Dealing With a Loved One’s Difficult Diagnosis? These Tips Can Help

By Cavallo & Cavallo |

Finding out a loved one has a life threatening disease or an illness likely to prove fatal is devastating. It may be the natural progression of a medical condition your family has been dealing with for months or even years, or the news may stem from an accidental injury or surprise results of diagnostic… Read More »

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YoungCouple

Smart Estate Planning and Asset Protection Strategies For Millennials

By Cavallo & Cavallo |

Young adults often get a bad reputation when it comes to their reputation for managing money. While many struggle to balance the high costs of living with low wages, parents and other older adults often question their choices, wondering why they do not have more in savings or have delayed starting a family or… Read More »

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Document

Including The Potential for Disability in Your Estate Planning

By Cavallo & Cavallo |

As part of protecting your loved ones in the event of the unexpected, you may have already taken the steps to ensure you have the proper estate planning documents in place. While you may have taken the steps to create a will, properly title property, and establish a trust, planning on what you might… Read More »

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EstPlan4

Make Sure You Are Prepared If Disaster Strikes

By Cavallo & Cavallo |

With the recent news footage of the damage caused by Hurricane Harvey in Houston, there are plenty of comparisons to Hurricane Sandy. Occurring in late October of 2012, Sandy resulted in over 100 deaths and left billions of dollars worth of damages in its wake. While there may be little you can do to… Read More »

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Will4

Getting The Most From An Inheritance

By Cavallo & Cavallo |

The death of a loved one is an emotionally devastating time for family members and friends. If you were close to the individual, you may have inherited money, either through their assets or as the result of a life insurance policy. While you may still be reeling from your loss, it is important to… Read More »

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WillDocument

Five Tips For Creating A Will

By Cavallo & Cavallo |

While having a will is one of the first and most important steps you can take in estate planning, it is something that many people tend to avoid. The following outlines five simple tips in creating a will to ensure both you and your loved ones are protected. Considerations When Creating Your Will According… Read More »

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