Articles for family life.
Read the latest update and browse articles on family life, finances and planning.
Understanding Trusts in Estate Planning
Trusts play an important role in estate planning, but they can be confusing to understand. This is in part because trusts come in several forms, each with a specific…
Read articleWho Should I Name as Guardian For My Children?
Have you named a guardian for your children?
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The Impacts of COVID-19 on Estate Planning
If the situation with COVID-19 has you considering the “what if” scenarios, you’re not alone.
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Here’s What Happens in the State of New York If You Don’t Have an Estate Plan
Your family means everything to you, but it’s easy with the hectic pace of life to forget about setting up important legal mechanisms that can protect their futures.
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Renovations – What To Do Before Selling
As parents, many of us struggle with the benefits of staying in New York City vs. moving to the suburbs. Or, we find ourselves with a growing family and the need for a…
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Five Common Misconceptions about Private Adoption in New York and New Jersey
What are the five most common misconceptions about New Jersey and New York private adoption?
Read articleShould I Buy Or Rent?
For most families, moving to a new town and buying a house can be simultaneous acts. That’s not really the case in New York City. Many people who first move to the city…
Read articleHow to Build Your Financial “House”
What do a financial advisor and a building contractor have in common? On the surface, probably not all that much. Hopefully they can both help you to sleep well at night…
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Have a Nanny? Here Are Five Things to Include in Your Emergency Plan
Emergencies happen all the time: a child chokes on his dinner, your home has a gas leak, mom misses her flight and will not be home to care for kids, your nanny has an…
Read articleHow to Choose a Financial Advisor
Finding an advisor you can trust and feel comfortable with can be daunting – even downright scary. Reading news articles about the financial industry would make anyone…
Read articleWhat is the best way to leave an IRA or 401(k) account to a minor?
The best way to leave an IRA or a 401(k) account to a minor is to either designate a custodian to administer the account for the minor or leave it to a special trust for…
Read articleSummer Camp Tax Deductions: Kid-free and Tax Savings?
What if I told you Uncle Sam gives you a tax break for sending little Louise to soccer camp? Summer camps can qualify for the IRS’s Child and Dependent Care Credit, up…
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