Tag Archives: Financial

Answers to Your Questions About Picking an Executor

Your executor is responsible for handling the final details of your estate, such as paying off debts and distributing whatever is left to the rightful heirs and beneficiaries. It can be a difficult job if the person doesn’t have the skills necessary to handle it. Here are answers to some of the commonly asked questions […]
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Capital Gains: To Gift or Not to Gift?

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. What is a capital gain? Generally, a capital gain results from a sale of an asset, such as a stock, at a higher price than the owner originally paid. What the owner paid for the asset is known as the cost basis. If the […]
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Q&A: Medicaid Planning

There are many things to consider when applying for Medicaid and the process can be very confusing. It’s also important to start planning for Medicaid before you actually need to apply. Below are some frequently asked questions we hear from individuals regarding Medicaid planning and eligibility. Question: What is Medicaid? Answer: Medicaid is a Federally, […]
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Q&A: Special Needs Planning

With October being National Special Needs Law Month, it’s a good opportunity to answer some frequently asked questions regarding special needs planning. Question: What is Special Needs Planning? Answer: Special Needs Planning is a holistic approach to assisting individuals with special needs – such as physical or intellectual disabilities and their families with legal issues […]
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