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Why Putting Your Kids on Your Bank Account Can Backfire
Many parents believe that adding a child to their bank account is a simple way to ensure bills get paid or funds are easily accessed....

Nicole Palermo
Jun 134 min read
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Why a USB Drive Isn’t a Will (and What You Should Do Instead)
In a recent interview, video game creator Hideo Kojima shared that he left a USB stick for his team, filled with creative ideas he hopes...

Nicole Palermo
Jun 133 min read
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Estate Planning for Military Personnel: Protecting Those Who Serve at Home and Abroad
Military service comes with honor, sacrifice, and a level of unpredictability. Whether you're active duty, in the National Guard or...

Nicole Palermo
May 123 min read
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Estate Planning for First Responders: Protecting Those Who Serve
Every day, First Responders step into unpredictable situations to protect others. Whether you're a police officer, firefighter, EMT, or...

Nicole Palermo
May 123 min read
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Estate Planning for Seniors in New York: Peace of Mind in Your Golden Years
As we grow older, the importance of planning ahead becomes more than just a legal task—it's about preserving peace of mind, protecting...

Nicole Palermo
Apr 73 min read
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Understanding the Role of a Power of Attorney in Estate Planning
A power of attorney (POA) is a key part of planning for the future. It allows you to name someone you trust to manage your financial and...

Nicole Palermo
Mar 153 min read
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Legal Considerations for Blended Families in Estate Planning
Blended families bring unique dynamics and joy to many households but also create specific challenges regarding estate planning.

Nicole Palermo
Jan 273 min read
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Planning for Incapacity: The Importance of Advance Directives
Advance directives ensure that healthcare and financial decisions align with personal values and preferences, particularly when...

Nicole Palermo
Jan 33 min read
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Understanding Elder Law: Protecting Your Rights and Assets as You Age
As individuals age, navigating the complexities of legal and financial matters becomes increasingly important. Elder law provides a...

Nicole Palermo
Dec 10, 20243 min read
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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...

Nicole Palermo
Nov 19, 20243 min read
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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...

Nicole Palermo
May 6, 20244 min read
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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...

Nicole Palermo
Jan 23, 20243 min read
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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+...

Nicole Palermo
Jun 1, 20233 min read
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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...

Nicole Palermo
Feb 3, 20233 min read
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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...

Nicole Palermo
Jan 3, 20235 min read
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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...

Nicole Palermo
Nov 22, 20224 min read
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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...

Nicole Palermo
Nov 15, 20227 min read
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7 Reasons Parents of Young Children Need An Estate Plan
Estate planning is a crucial step for parents with young children to protect their family's future. It is not just for the wealthy. It is...

Nicole Palermo
Oct 15, 20223 min read
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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...

Nicole Palermo
Mar 15, 20228 min read
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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...

Nicole Palermo
Feb 21, 20224 min read
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