Before addressing 529 Plans and/or trusts for education and related savings, let me begin by saying I am reluctant to recommend a UTMA (Uniform Transfer to Minors Act) account as a means for saving for the education of a child and/or grandchild,... more

Estate planning today must include a plan for your digital footprint — the never-ending trail of online accounts, files, photos and information you leave behind.  If you are anything like me, your digital footprint is dilapidated at best and... more

One of the most common concerns clients have about transferring a home that is subject to a mortgage to an inter vivos trust (a trust created during one’s lifetime) is whether doing so will trigger the due-on-sale (“DOS”) clause of the... more

Yorktown Funeral Home, a family-owned establishment in Shrub Oak, remains a trusted source of comfort and support for families during their time of loss. Committed to providing dignified, professional, and highly personalized services, the funeral... more

 As families prepare for the demanding months ahead, finding reliable, in-home support for aging loved ones becomes more important than ever. Since 2015, Caring Hearts and Hands LLC in Yorktown has provided dependable, non-medical... more

1.   I am allowed to gift $19,000 to each of my children this year without filing a gift tax return under the IRS’s Annual Exclusion: Yes, the IRS allows you to gift $19,000 per person without filing a gift tax return, but the IRS... more

Turning 65 often comes with a flood of Medicare advertisements, many of them confusing and overwhelming. With more people working past age 65, it’s not always clear whether you should stay on your employer’s health plan or switch to a Medicare... more

NORTH SALEM, N.Y. - North Salem’s brand-new seniors van is more than just a ride, it’s opportunity on wheels.Access to essential services is incredibly important to older adults who don’t … more

Are adults too old for summer camp?Those carefree summer camp adventures of childhood are indeed available for grown-ups from the outdoor enthusiast to the artistic-minded. Multi-day camps offer … more

Westchester County, N.Y.  -- The holiday season is a time for family togetherness, gratitude, and giving, making it the perfect opportunity to consider generational gifting as an estate planning … more

The Osborn in Rye held a special on-campus Alzheimer’s Walk on October 1, raising $9,000 for the Alzheimer’s Association®. The Walk has a special significance at the senior … more