Estate Planning : Things to Think about

Estate planning is complex and because it involves facing your own mortality, it can be a difficult subject to address. While you most likely have a will, this simple document may not be sufficient to manage your estate and efficiently pass on assets to your heirs. Even if you have an estate plan that you’re confident in, it’s a good idea to review that plan in light of changes resulting from the Tax Cuts and Jobs Act of 2017 and the Coronavirus Pandemic we are still in the midst of.

Beth Blecker hosted a question and answer Zoom call on Monday, February 22nd with guest speaker Courtney E. Boniface. You can watch the recording now by clicking on the button below. If you have any questions or would like to schedule a complimentary consultation call please call our office at 845-627-8300. Our Client Service Coordinator Christina will be happy to set up a convenient time so we can help.