Estate Planning Blog
Western New York & Florida's Gulf Coast

If you're trying to avoid a costly New York residency audit, you've done the math. You’ve spent the winter months enjoying the sun in Clearwater

If you have a Will or a Trust sitting in a drawer that hasn’t been looked at in years, you might feel like you’ve checked

For many families in Erie County, New York, and along Florida’s Gulf Coast, estate planning feels like a chore: a "box" to check off so

If you have ever had a family member pass away in Florida, you may have heard the horror stories. Long court delays, stacks of paperwork,

So, you’ve traded the snow shovels of New York for the sun-drenched Gulf Coast of Florida. Or perhaps you’re a "Snowbird," splitting your time between

You are sitting at your kitchen table in Sarasota or Naples, looking out at the palm trees, and you decide it’s finally time to get