Estate planning is often described as wealth preservation. In practice, it determines who holds authority when you no longer ...

Estate planning can feel overwhelming, but failing to plan can leave your loved ones facing a costly, time-consuming legal ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

SYRACUSE, NY – New York residents planning for the future face an important decision when choosing between a living trust and ...

Higher exemptions and new state tax rules mean many legacy trusts now create problems instead of solving them for clients ...

There's so much that goes into estate planning. It's not just your will. The last time we had Timothy Crisafulli of ...

Which legal document wins in estate planning, probate, and asset protection? It's the Will vs Trust awards!

Expert advice on the legal requirements, documentation, and essential structuring needed to establish a robust family trust for long-term wealth protection ...

14 advisors, attorneys, and operations leaders are reshaping how the financial planning industry approaches estate planning.

It is said death and taxes are the only certainties in life, yet still many people die without having created a trust or written a will.

Estate planning isn’t just for the wealthy or the elderly. Every adult should have a few key documents in place to protect their finances, their ...

The Valdosta-Lowndes County Chamber of Commerce recently held a ribbon cutting for Hamilton Trust Estate & Elder Law, ...