Executor Duties: What to Do When You’re Named to Settle an Estate Being named executor sounds like an honor, right […]
Trust Funding: The Estate Step Rochester Families Often Miss Setting up a trust feels like the finish line. It isn’t. […]
Capital Gains on Inherited Property and the Step-Up in Basis Selling an inherited home or investment account can feel like […]
Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
Learning how to avoid IRMAA is one of those retirement details that sounds like alphabet soup until it costs you […]
The New York estate tax has a quirk that catches families off guard, and it can cost a small fortune. […]
If you’ve started comparing advisors, you’ve probably run into the phrase fee-only financial advisor and wondered whether it actually matters. […]
How much does a financial advisor cost? It’s the question I get before almost any other, and I respect it. […]
If you’re over 70½ and you give to charity anyway, a qualified charitable distribution may be the most efficient way […]
Long-term care planning is the piece of retirement almost nobody wants to think about, which is exactly why it gets […]
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