Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email. Please don’t hesitate to call us if you have any questions!
Call Today 516.740.1184
Clients Are Always Our First Priority We provide you with the resources and services
necessary to build a successful future.

Blog Posts in 2017

All Posts
  • 7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries
    7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries

    When you buy a life insurance policy , you should name a beneficiary. The beneficiary to whom the proceeds would be paid first is called the Primary Beneficiary. The secondary or Contingent ...

    Read More
  • Steven M. Adler's NAEPC Accreditation
    Steven M. Adler's NAEPC Accreditation

    Recently, our founding attorney Steven M. Adler was accredited by the National Organization of Professional Estate Planners (NAEPC). The NAEPC is a national network of affiliated estate planning ...

    Read More
  • Executor News Letter
    Executor News Letter

    So You Were Named to Serve as an Executor … Now What? An Executor of an estate has many duties beginning at the moment the testator dies and continuing until all beneficiaries have been paid and the ...

    Read More
  • Added Peace of Mind
    Added Peace of Mind

    While the importance of setting up at trust to take care of the future needs of a loved one, sometimes the work and fees that are associated with it make it prohibitive for some families. In these ...

    Read More
  • EP Under Trump
    EP Under Trump

    Just when it seemed as though the federal estate and gift tax laws were pretty much settled, enter Donald Trump as President and a Republican majority in both houses of Congress. Mr. Trump’s election ...

    Read More