Planning for Your Pet

Planning for Your Pet

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...
Guardianship: Protecting the Most Vulnerable

Guardianship: Protecting the Most Vulnerable

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...
Decisions to Make for Your Power of Attorney

Decisions to Make for Your Power of Attorney

A power of attorney may seem like a simple document, but there are several important decisions that need to be made when creating one. From whom to appoint to what powers to grant, care and consideration should be put into each choice. A power of attorney is one of...