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All posts by : SM_Blog

Revocable trust on a wooden desk.

How to Revoke a Revocable Trust in NY

April 15, 2021
by SM_Blog Estate PlanningRevocable Trust

The steps for revoking a revocable living trust are relatively simple, namely executing an official document of dissolution and the transfer of assets. A revocable trust refers to a legal entity with a financial structure that allows the person who create ...

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Mature woman helping elderly mother with paperwork

What’s the Best Way to Open a Conversation About Estate Planning?

March 25, 2021
by SM_Blog Estate Planning

Estate planning can be a tricky subject, particularly when your loved ones struggle to confront the prospect of their own mortality. This conversation does not have to be difficult when you know how to approach it the right way. One of the easiest ways to ...

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Hand holding piece of puzzle with words Financial Planning.

How to Incorporate Your Financial Plans into Your Estate Plan This Year

February 9, 2021
by SM_Blog Estate PlanningFinancial Planning

The new year provides incredible opportunities to capitalize on the momentum of transition and looking forward to the future. Keeping your goals very specific when it relates to accomplishing financial goals and estate planning goals is necessary to en ...

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IRA ROTH 401K

Which of My Accounts Need Beneficiary Designations?

January 5, 2021
by SM_Blog AssetsEstate Planning

Your will is the basic document in which you can name who you want to become guardian of your minor children and who you'd like to receive assets inside your estate. However, a will does not encompass all of the different assets in your estate and therefo ...

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