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Services
Elder Law
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Estate & Probate
Trust Administration
Asset Protection
Legacy Protection Plan
About Us
Reviews
Resources
Video Library
Blog
Contact
(718) 875-2191
Tag:
Beneficiaries
What Is Probate?
August 20, 2025
When a loved one passes away, the emotional toll is often overwhelming. On top of grieving, families are left with…
How the SECURE Act 2.0 Affects Your Retirement Account and Beneficiaries
May 8, 2025
The SECURE Act 2.0, signed into law in 2022, introduced significant changes to retirement accounts, impacting everything from Required Minimum…
Understanding the New Inherited IRA Rules
October 17, 2024
Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for…
Flexibility and Considerations for Changing Beneficiaries on Your Life Insurance
November 19, 2023
Life insurance is a powerful tool to ensure that your loved ones are taken care of financially after you're gone.…
WARNING: Your Tattoo Won’t Hold Up in Court!: The Importance of a Proper Estate Plan
April 15, 2023
In recent years, there has been a growing trend of people tattooing their medical wishes on their bodies, including "Do…
Leaving Your Estate to Non-Family Members: Everything You Need to Know
April 15, 2023
Estate planning often revolves around leaving assets to family members, but what if you want to leave your estate to…
What You Should Know When Leaving an Inheritance to a Child Struggling with Substance Abuse
April 15, 2023
I've seen firsthand how substance abuse can impact families, leaving parents heartbroken and unsure of how to protect their loved…
5 Things Every Young Family Should Consider For Their Estate Plan
April 15, 2023
I am married to my incredible wife and the father of two beautiful daughters. They are my world and I…
How to Properly Choose Beneficiaries
February 14, 2023
An essential part of estate planning is designating beneficiaries for your life insurance policy, 401(k), and other financial accounts. A…
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