Nicole Palermo
The Role of Trusts in Special Needs Planning
When planning for the financial future of a loved one with a disability, it's essential to balance their long-term needs with their...
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Nicole Palermo
May 54 min read
Revocable Living Trust or Medicaid Asset Protection Trust?
We are often asked what the difference is between the revocable living trust (RLT) and the irrevocable Medicaid Asset Protection Trust...
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Nicole Palermo
Jan 233 min read
Estate Planning: Understanding the Basics
Estate planning is a crucial aspect of managing your legal and financial life that often gets overlooked. Most people associate estate...
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Nicole Palermo
May 31, 20233 min read
The Importance of Estate Planning for the LGBTQ+ Community
Estate planning is a crucial aspect of financial and legal preparedness for individuals from all walks of life, including the LGBTQ+...
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Nicole Palermo
Feb 3, 20233 min read
6 Reasons College Students Need Estate Planning
College is an exciting time for young adults, full of opportunities for growth, exploration, and learning. It is a time when students...
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Nicole Palermo
Jan 3, 20235 min read
Is Life Insurance A Part of Your Estate Plan?
Life insurance is a valuable component of your estate plan, providing financial security for your loved ones in case of your death. By...
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Nicole Palermo
Nov 22, 20224 min read
NYS Caretaker Child Exemption? Not So Fast!
You may have heard you don't need to do estate planning in New York if your child has been living with you. You can just transfer all...
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Nicole Palermo
Nov 15, 20227 min read
6 Mistakes Families Make When Thinking About Long Term Care
Long term care is an essential consideration for families in New York, especially as people are living longer and require assistance as...
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Nicole Palermo
Oct 14, 20223 min read
7 Reasons Parents of Young Children Need An Estate Plan
For parents with young children, estate planning is a crucial step to protect their family's future. Estate planning is not just for the...
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Nicole Palermo
Mar 14, 20228 min read
How to Shield Your Home, Family, and Assets from Natural Disaster
In recent years, the world has witnessed a surge in the frequency and intensity of natural disasters, underscoring the urgent need to...
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Nicole Palermo
Feb 21, 20224 min read
4 Essential Estate Plan Changes to Consider After Divorce
Divorce is a life-altering event that requires individuals to make numerous emotional and legal adjustments. The estate plan is a crucial...
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Nicole Palermo
Feb 14, 20224 min read
The Business Owner's Guide to Estate Planning
Estate planning is often associated with individuals planning for the distribution of their assets after death. However, it is equally...
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Nicole Palermo
Feb 7, 20224 min read
The Power of Protection: How Life Insurance Enhances Your Estate
Estate planning is a crucial aspect of financial security that often involves creating a plan for the distribution of assets and managing...
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Nicole Palermo
Jan 31, 20224 min read
The Babysitter Dilemma: Estate Planning For Your Child's Safety
Estate planning is a critical process that allows individuals to protect their assets and ensure their loved ones are cared for after...
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Nicole Palermo
Jan 24, 20223 min read
8 Ways a DIY Estate Plan Fails Your Family - Part 2
Last week we discussed the first four ways in which a DIY estate plan can fail and potentially jeopardize the financial security and...
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Nicole Palermo
Jan 17, 20222 min read
8 Ways a DIY Estate Plan Fails Your Family – Part 1
Planning for the future is a responsibility that everyone should take seriously. Creating an estate plan is a crucial step in ensuring...
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Nicole Palermo
Dec 21, 20213 min read
Tis the Season for Estate Planning
The holiday season is a time of joy, celebration, and togetherness for families around the world. It is also an opportune moment to...
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