4 Estate Planning Must-Haves for Unmarried Couples—Part 2

Lori SomekhUncategorizedLeave a Comment

4 Estate Planning Must-Haves for Unmarried Couples—Part 2 In the first part of this series, we discussed the estate planning tools all unmarried couples should have in place. Here, we’ll look at the final two must-have planning tools.  Most people tend to view estate planning as something only married couples need to worry about. However, estate planning can be even more critical for those … Read More

4 Estate Planning Must-Haves for Unmarried Couples—Part 1

Lori SomekhUncategorized1 Comment

4 Estate Planning Must-Haves for Unmarried Couples—Part 1 Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardless of age, income level, or marital status, needs to have some fundamental planning strategies in place if you want to keep the people you love out of court and … Read More

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

Lori SomekhUncategorizedLeave a Comment

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2 Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. To view the first article click here!  Here in part two, we discuss the rest of a trustee’s core responsibilities.  Being asked to serve as trustee can … Read More

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

Lori SomekhUncategorizedLeave a Comment

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1 If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great … Read More

Choosing the Right Life Insurance Policy

Lori SomekhUncategorizedLeave a Comment

Choosing the Right Life Insurance Policy While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available. In order to offer some clarity on the different types of policies out there, we’ve broken down the most popular kinds of life insurance here and discussed the pros and cons that come with each … Read More

Weekly Newsletter – Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

Lori SomekhPlanningLeave a Comment

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay her $1,800 bond, or she’ll … Read More

Special Alert

Lori SomekhNews, News & EventsLeave a Comment

ICS CLOSING MARCH 31, 2019.   As reported in January 2019 Update below, ICS MLTC plan will be closing at the end of March 2019,   Following the “unofficial”  letter of Jan. 7, 2019 announcing the closing from ICS CEO Rick Surpin, the NYS Department of Health sent all ICS members a letter dated January 25, 2019 explaining that  those members who did not contact NY … Read More