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When planning for retirement in New York, you'll need to identify income resources, calculate expenses, initiate a savings program and manage your assets. Estate planning can also be done when you complete retirement planning. Going this route ensures you have an...
Residents of New York have a lot of organizational work to do immediately after their spouse dies. To protect your finances, it’s important to organize paperwork and make some notifications as soon as possible. Paperwork The first step is to collect and organize...
Getting chosen as the executor of your parent’s estate is a big deal. This means they trust you to manage their affairs when they cannot. By accepting this role, you are taking on the responsibility of administering their estate. After the initial wave of pride...
An appraisal is a written estimate of an item’s value that is provided by an independent expert. When a New York resident puts an estate plan into place, they may have their assets appraised before drafting a trust or last will and testament. This could help them to...