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There are several ways to authorize someone to manage your finances, including establishing a Power of Attorney (POA), adding a joint owner to your bank account, or opening a convenience account. Each option has advantages and disadvantages.

When we think about estate planning, we typically think about Wills, Trusts, and who will inherit our assets. Often overlooked are our digital assets: the photographs, messages, and documents stored in iCloud. Will your loved ones be able to access them? Not necessarily.

We’ve worked, maybe raised families, contributed to our communities, built careers, invested, and made plans. Then, slowly—or maybe all at once—we realize that, at this point in our lives, our motivations have changed. We still care about the work we do and the people who need us, but we also feel a pull toward something […]

New York offers an exemption or credit towards school taxes to homeowners who meet certain criteria, through a program called the New York State School Tax Relief.

If a person does not have the mental capacity to sign either a power of attorney or health care proxy, Article 81 guardianship may be appropriate.

The end of the year is a practical time to check whether anything has changed since you last reviewed your plan. An estate plan reflects your assets, the people and causes important to you, and your wishes at the time it was signed.

Many people are surprised to hear that a person’s debt does not simply go away upon his death. When someone passes away, his debts are typically owed by, and paid out of, his estate.

I read Virginia Woolf’s A Room of One’s Own at an impressionable age. It was the 1980s, and women were grappling with issues of economic independence and freedom. I came away from that book believing, perhaps too simply, that economic independence was the key to every other kind of independence.

Business owners spend years building their companies, but too often they fail to plan for what happens when they are no longer able to run the business.

Retirement accounts come in different shapes and sizes. Estate planning for retirement accounts varies depending on the type of account. The most common kinds of retirement accounts include 401(k)s, pensions, and Individual Retirement Accounts, or “IRAs.”