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Estate Planning Blog Digest

Serving Dutchess, Westchester & Putnam Counties

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Pawling Financial Tax Planning

Secure Your Future: The Benefits of Early Estate and Tax Planning
Estate planning helps ensure that your assets will be managed and distributed according to your wishes.
Carmel, NY Estate Planning Attorney in Hudson Valley Area

The Importance of Revocable Trusts in Estate Planning
Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.

Another Celebrity Estate Dispute: Tony Bennett
Tony Bennett's daughters are suing their brother over the family trust. This family controversy could have been easily avoided with careful estate planning.
Hudson-Valley-Tax-and-Wealth-Planning

Access to Your Digital Assets When You Die
Probate-and-Trusts-in-Carmel-NY

Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
When a loved one dies

What Do I Need to Do When a Loved One Dies?
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
Family-Portrait-At-Christmas

Communication is Key in Generational Estate Planning
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
Trust

Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.