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Welcome to our Blog
We’re excited to share our thoughts, insights, and experiences with you. Here, you’ll find a variety of topics that inspire and engage. Join us on this journey as we explore new ideas and connect with a community of like-minded individuals. Happy reading!
Ready to Lock in Your Mortgage Rate? Not So Fast!
If you’re in the middle of buying a home, there’s a good chance you’ve already heard about “locking in your interest rate.” With rates...
Leslie Sultan
Aug 282 min read
Estate Planning Isn’t Just for the Wealthy or Retired
When most people hear “estate planning,” they picture the rich or folks heading into retirement. But here’s the truth, if you’re over 18,...
Leslie Sultan
Aug 133 min read
Will or Trust: What Do I Need? A Simple Estate Planning Guide
When it comes to planning for the future, one big question is: Should I have a will, a trust, or both? Let’s break down what each does,...
Leslie Sultan
May 283 min read
How Divorce Impacts Your Estate Plan in New York
Divorce doesn’t just affect your day-to-day life, it can also shake up your estate plan in significant ways. If you’re going through or...
Leslie Sultan
Mar 253 min read
What Happens to Debt When You Die?
When a loved one passes away, many people worry about the financial implications, particularly regarding debt. A 2016 study by Experian...
Leslie Sultan
Jan 293 min read
Why a Revocable Trust Might Be Your Estate Planning Secret Weapon
Have you ever wondered what happens after you've crafted your Last Will and Testament? Many people assume that once they've named...
Leslie Sultan
Jan 73 min read
Easing the Mental Load of Estate Planning - A Comprehensive Guide
Estate planning is an essential process that ensures your assets are distributed according to your wishes, including making sure your...
Leslie Sultan
Dec 4, 20244 min read
Living Will vs. DNR: Demystifying Your End-of-Life Care Choices
When it comes to estate planning, few topics are as important—or as misunderstood—as advance medical directives. Two key documents often...
Christina Sammartino
Dec 4, 20242 min read
The Evolution of Estate Planning: From Wills to Comprehensive Life Planning
Estate planning has come a long way from its traditional roots. Once associated with wealthy families gathered in wood-paneled offices...
Leslie Sultan
Dec 2, 20242 min read
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