Advisor walking a client through estate paperwork on a clipboard

Executor Duties: What to Do When You’re Named to Settle an Estate

Executor Duties: What to Do When You’re Named to Settle an Estate Being named executor sounds like an honor, right […]
by O'Keefe Stevens Advisory
on Oct 13
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Advisor smiling while meeting with a couple to talk through trust funding

Trust Funding: The Estate Step Rochester Families Often Miss

Trust Funding: The Estate Step Rochester Families Often Miss Setting up a trust feels like the finish line. It isn’t. […]
by O'Keefe Stevens Advisory
on Oct 13
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House key with a heart-shaped keychain hanging on a door, a symbol of inherited property

Capital Gains on Inherited Property and the Step-Up in Basis

Capital Gains on Inherited Property and the Step-Up in Basis Selling an inherited home or investment account can feel like […]
by O'Keefe Stevens Advisory
on Oct 13
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Financial advisor pointing a pencil at charts while reviewing beneficiary designations

Beneficiary Designations: Why Rochester Families Review Them

Beneficiary Designations: Why Rochester Families Review Them You spent decades building your savings. But your beneficiary designations, not your will, […]
by O'Keefe Stevens Advisory
on Oct 13
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Retired woman reading financial documents at a desk with a laptop

How to Avoid IRMAA: A Miami Retiree’s Medicare Guide

How to Avoid IRMAA: A Miami Retiree’s Medicare Guide Learning how to avoid IRMAA is one of those retirement details […]
by O'Keefe Stevens Advisory
on Sep 11
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Multigenerational family sitting together on a log in a backyard garden

New York Estate Tax: What the “Cliff” Means for Rochester Families

New York Estate Tax: What the “Cliff” Means for Rochester Families The New York estate tax has a quirk that […]
by O'Keefe Stevens Advisory
on Sep 11
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Older couple reviewing finances on a laptop at a kitchen table

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide If you’ve started comparing advisors, you’ve probably run into the […]
by O'Keefe Stevens Advisory
on Sep 11
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Advisor reviewing a financial report with clients in a modern office

How Much Does a Financial Advisor Cost? A Miami, FL Guide

How Much Does a Financial Advisor Cost? A Miami, FL Guide How much does a financial advisor cost? It’s the […]
by O'Keefe Stevens Advisory
on Sep 11
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Volunteers packing donated food into boxes at an outdoor table

Qualified Charitable Distribution: A Giving Strategy for Retirees

Qualified Charitable Distribution: A Giving Strategy for Retirees If you’re over 70½ and you give to charity anyway, a qualified […]
by O'Keefe Stevens Advisory
on Aug 13
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Two women talking and laughing over coffee in a living room

Long-Term Care Planning in Rochester, NY: How to Start

Long-Term Care Planning in Rochester, NY: How to Start Long-term care planning is the piece of retirement almost nobody wants […]
by O'Keefe Stevens Advisory
on Aug 13
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