by Jackie Cara | Nov 12, 2025 | Uncategorized
Takeaways A revocable living trust is a valuable estate planning tool that helps manage finances during life and incapacity and provides financial security for loved ones after death – primarily by avoiding the legal process known as probate....
by Jackie Cara | Nov 12, 2025 | Uncategorized
Takeaways Review and update legal documents. Divorce necessitates reviewing and updating existing legal documents such as wills, trusts, health care proxies, and powers of attorney, as well as potentially retitling jointly owned assets. Understand the implications on...
by Jackie Cara | Nov 12, 2025 | Uncategorized
Takeaways Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate planning can lead to significant problems. Consult a professional and regularly update your plan to...
by Jackie Cara | Nov 12, 2025 | Uncategorized
Takeaways Federal estate taxes are not a universal burden. They are only applicable if your combined assets, which include both gifts made during your lifetime and assets transferred at the time of your death, exceed a high threshold ($13.99 million, as of 2025). This...
by Jackie Cara | Sep 12, 2025 | Uncategorized
New York law treats pets as property, which means they cannot inherit directly. But you do have options to make sure your furry (or feathered!) family members are cared for if something happens to you. Option 1: Gift of Pet Only How it works: You name a caregiver in...
by Jackie Cara | Jun 10, 2025 | Uncategorized
Featured on “Healthy Lifestyle with Lori Anne” I recently had the honor of joining Lori Anne De Iulio Casdia—strategist, coach, and host of *Healthy Lifestyle with Lori Anne*—for a heartfelt conversation about a topic that touches many families but is...
