What is an Estate Plan? The dictionary definition of an estate plan is “the arranging for the disposition and management of one’s estate at death through the use of wills, trusts, insurance policies, and other devices.” All adults should have a plan for their estates, and as we age the importance of estate planning increases. […]
Click here to see the full brochure Croton Recreation Spring-Summer 2022 Brochure.
Beginning January 1, 2024, almost all small businesses in the United States are required to report all owners of the business to the Financial Crimes Enforcement Network (FinCEN). This new requirement is part of a law enacted by Congress in 2021 called the Corporate Transparency Act. It affects LLCs, S corps, partnerships, and small corporations. The […]
Imagine this: a serene haven nestled in the heart of Cold Spring, New York, where magic unfolds and transformations take flight. Last month, we immersed ourselves in the Deep Reset Retreat at the enchanting Glynwood Farms—a haven that spells pure bliss. Tanya Cole Lesnick and I have been crafting these retreat experiences for years, and […]
Peekskill Concert and Fireworks – Peekskill, NY 10566 – July 4th City of Peekskill 4th of July Parade and Fireworks City of Peekskill 4th of July Parade and Fireworks n July 4th, the City of Peekskill Volunteer Firefighters Association will host the annual Peekskill Independence Day Parade starting at 10:30 am. The shorter parade route […]
Nancy is 91 years old and lives alone in her own home. Her family tells me she now needs 24-hour care at home, but they think she cannot qualify for Medicaid benefits because she (1) owns her home; (2) has money in the bank; (3) has an IRA; and (4) collects a pension. They’ve heard about […]
The new Inflation Reduction Act that passed in congress this year has a surprising amount of tax implications for both individuals and small businesses. Many of the provisions are extensions of the tax laws that were already in effect but were expiring, such as the Affordable Care Act health insurance premium credits, which were extended […]