Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways. Estates make a one-time transfer of your assets ...

While a Will ensures a simple transfer of assets, a trust provides a long-term strategic framework for wealth protection, ...

As trusts have become more prevalent in the past few decades, trust litigation has increased. Some settlors are trying to keep their trusts out of the courts by inserting an arbitration clause in the ...

SYRACUSE, NY – Central New York business owners seeking to protect company continuity and avoid probate delays can use revocable trusts as part of comprehensive succession planning. Syracuse revocable ...

Expert advice on the legal requirements, documentation, and essential structuring needed to establish a robust family trust ...