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Estate Planning

Access to Estate Planning Documents

April 26, 2023

How to Speak with Your Senior Parents About Finances

August 29, 2021

Some Important Family Discussions You Should Consider

August 26, 2021

Why Is It So Hard to Talk About Money?

October 9, 2020

What to Review when Conducting a Retirement Planning Financial Analysis

April 15, 2020

What is a Living Will and Why Do I Need One?

April 11, 2020

Why a Health Care Proxy is Important

April 6, 2020

Legal Documents for your 18-Year-Old

July 24, 2019

Estate Planning Lessons Learned from Aretha Franklin and Other Celebrities

September 6, 2018

I Was Named as a Trustee on a Trust: Now What?

August 20, 2018

Second Marriage Finances

May 22, 2018

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808

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