Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not provide any unique estate tax avoidance strategies.
Estate planning gives you control over what happens to your assets, your health care, and your loved ones. The myths that prevent people from planning often lead to unnecessary hardship for families.
No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of divorce.
New York law treats pets as property, which means they cannot inherit directly. But you do have options to make sure your furry (or feathered!) family members are cared for if something happens to you. Option 1: Gift of Pet Only How it works: You name a caregiver in...
Featured on "Healthy Lifestyle with Lori Anne" I recently had the honor of joining Lori Anne De Iulio Casdia—strategist, coach, and host of *Healthy Lifestyle with Lori Anne*—for a heartfelt conversation about a topic that touches many families but is often...
