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Aug 8What Are the Benefits of Setting Up a Trust for Your Family in Western NY?
Many families in Western New York—including Rochester, Brockport, and the surrounding counties of Monroe, Orleans, and Genesee—wonder if creating a trust is worth it. While not ...
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Aug 1How Often Should You Update Your Will in New York?
Many people create a will and assume it will serve them for life. But as your family, finances, and priorities evolve, your will should evolve too. If you live in ...
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Jul 22At What Age Should You Start Estate Planning in New York?
Many people think estate planning is something to handle later in life—after retirement. But the truth is, estate planning isn’t just for older adults. In fact, ...
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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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How Often Should You Update Your Will in New York?
August 1, 2025
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Medicaid Planning Myths That Could Cost Your Family in Monroe County
Planning for long-term care is one of the most important steps families in Monroe County can take. Nursing home costs in Rochester and nearby communities often exceed $180,000 per year, quickly draining savings and family resources. Medicaid can help cover these expenses, but many people avoid planning because they believe myths ...
What Are the Benefits of Setting Up a Trust for Your Family in Western NY?
Many families in Western New York—including Rochester, Brockport, and the surrounding counties of Monroe, Orleans, and Genesee—wonder if creating a trust is worth it. While not everyone needs one, a properly set-up trust can offer major benefits, from avoiding probate to protecting assets for future generations. ...
How Often Should You Update Your Will in New York?
Many people create a will and assume it will serve them for life. But as your family, finances, and priorities evolve, your will should evolve too. If you live in Rochester, Brockport, or anywhere in Monroe, Orleans, or Genesee Counties, understanding when to review and update your will is critical ...
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