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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 ...
Read MoreMany 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 ...
Read MoreMany 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 ...
Read MoreWhen you buy or sell a home in New York, you have a lot of decisions to make—price, inspections, closing dates, and more. But one choice many people ...
Read MoreMany 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, ...
Read MoreIf 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 ...
Read MoreWarm 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 ...
Read MoreSummer 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 ...
Read MoreSummer 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 ...
Read MoreMajor 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 ...
Read MoreInheriting property from a loved one can be both a blessing and a challenge. Whether it's a house, land, or vacation property, deciding what to do with an inherited ...
Read MoreRunning a successful LLC often means juggling growth, day-to-day operations, and multiple personalities. But no matter how strong your team or partnership may be, internal disputes can arise—and when ...
Read MoreIt’s a common question we hear from clients across Monroe, Orleans, and Genesee Counties: “Should I add my child to the deed of my home to avoid ...
Read MoreGifting 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 ...
Read MoreMany people believe they can wait until they are older or facing a health crisis to start Medicaid planning. Unfortunately, delaying this important step can create serious financial and legal ...
Read MorePlanning 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, ...
Read MoreFamily businesses are the backbone of communities across Monroe, Orleans, and Genesee Counties. Whether you've built your company from the ground up or are managing a business passed down ...
Read MoreBuying 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 ...
Read MoreWhen buying or selling a home in Rochester, Brockport, or anywhere in Monroe County, there are plenty of decisions to make—location, financing, inspections, closing timelines. But one decision ...
Read MoreAs the seasons change, spring offers a natural opportunity to refresh and reset—not just personally, but professionally. For small business owners in Rochester, Brockport, and throughout Monroe County, ...
Read MoreAugust 1, 2025
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 ...
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. ...
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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