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Jul 15What Should Retirees in Western NY Include in Their Estate Plan?
If you're retired or nearing retirement in Western New York—especially in Rochester, Brockport, or nearby in Monroe, Orleans, or Genesee County—now is the right time ...
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Jul 8Why Summer Is a Smart Time to Get Your Legal Affairs in Order in Rochester
Warm weather, longer days, and a lighter calendar make summer the perfect season to tackle projects that often sit on hold—like cleaning up your legal paperwork. Whether you ...
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Jun 29Why Summer Is the Smartest Time to Review Your Legal Documents
Summer is often a season of planning—vacations, home projects, family gatherings, and catching up on what’s been sitting on your to-do list. It’s also ...
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Jun 22What Legal Steps Should You Take After a Major Life Change in 2025?
Major life events—both planned and unexpected—can affect your legal and financial future in significant ways. Whether you’ve gotten married, had a child, started a ...
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May 29What You Should Know Before Gifting Assets to Family in New York
Gifting assets to family members can be a wonderful way to share your wealth, support loved ones, and plan for the future. However, in New York, gifting assets without a ...
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May 16How Can a Trust Help Simplify Inheritance for Your Family?
Planning for the future is one of the most important gifts you can give your loved ones. Without clear instructions and protections in place, transferring assets can become a long, ...
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May 1Should You Update Your Will After Buying a Home in Rochester?
Buying a home is one of the biggest milestones in life—and one of the largest investments you’ll ever make. Whether you’ve purchased your first ...
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Apr 2What Are the Most Common Mistakes in DIY Wills and Trusts?
Creating a will or trust is one of the most important steps you can take to protect your family, your assets, and your wishes. But with the rise of DIY ...
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Mar 28What Happens If You Pass Away Without an Estate Plan in New York?
No one likes to think about their own passing, but having an estate plan in place is one of the most important things you can do for your family. Without ...
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Feb 28Why It’s Essential to Have a Will in Place Before It's Too Late
Planning for the future can be a difficult and sometimes uncomfortable task, but one of the most important steps you can take to protect your loved ones is ensuring that ...
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Feb 1How to Update Your Estate Plan After Major Life Changes in Rochester
Life is full of changes, and these changes can have a significant impact on your estate plan. Whether you’ve experienced a marriage, divorce, the birth of a child, ...
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Jan 22Estate Planning in Rochester: Why It's the Perfect Time to Secure Your Future in 2025
As we enter 2025, it’s the perfect time to focus on securing your future with a solid estate plan. If you live in Brockport, NY, or the surrounding Rochester area, ...
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Jan 1How to Start the Year with a Strong Estate Plan in Brockport, NY
As we step into 2025, now is the perfect time to take control of your future and start the year with a strong estate plan. Whether you’re planning for retirement, ...
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Dec 29Understanding the Benefits of Estate Planning for Small Business Owners
As a small business owner, you pour your time, energy, and resources into building a successful enterprise. However, many business owners overlook a critical aspect of their success: estate planning. ...
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Dec 1How Does Probate Work in New York, and Do I Need a Lawyer?
Probate is a legal process that can often feel daunting, especially when dealing with the loss of a loved one. In New York, understanding how probate works and whether you ...
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Nov 29What Are Common Mistakes to Avoid When Creating a Will?
Creating a will is one of the most important steps you can take to ensure your wishes are honored and your loved ones are taken care of after you pass ...
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Nov 15What Happens to Your Assets If You Die Without a Will?
Facing the reality of death can be uncomfortable, but planning for it is a crucial part of ensuring your loved ones are cared for after you're gone. One of ...
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Oct 22When Should I Update My Will in New York State?
Creating a will is an essential step in ensuring that your wishes are carried out after your passing. However, simply drafting a will is not necessarily a one-time task; it ...
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Oct 1The Importance of Updating Your Estate Plan Before Year-End
As the end of the year approaches, it’s common for individuals and families to reflect on the past year and plan for the future. One often-overlooked task during ...
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Sep 1How Does Estate Planning Differ for Business Owners in Rochester, NY?
Estate planning is a crucial task for anyone looking to secure their financial future and the well-being of their loved ones. However, for business owners in Rochester, NY, the process ...
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Recent on the Blog
What Should Retirees in Western NY Include in Their Estate Plan?
If you're retired or nearing retirement in Western New York—especially in Rochester, Brockport, or nearby in Monroe, Orleans, or Genesee County—now is the right time to make sure your estate plan is current and complete. Retirement often changes your financial picture, priorities, and legal needs. ...
Why Summer Is a Smart Time to Get Your Legal Affairs in Order in Rochester
Warm weather, longer days, and a lighter calendar make summer the perfect season to tackle projects that often sit on hold—like cleaning up your legal paperwork. Whether you live in Rochester, Brockport, or elsewhere in Monroe, Orleans, or Genesee County, a mid-year legal checkup can spare you headaches ...
What to Watch Out for in Summer Real Estate Deals in Rochester
Summer is prime time for buying and selling homes in Rochester—longer days, better weather for showings, and many families eager to move before a new school year. With more listings and buyers in the market, summer can also bring extra legal and financial complications. Whether you’re ...
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