By: Brian Figeroux, Esq. Purchasing a home is one of the most significant financial decisions a person will make in their lifetime. Beyond the immediate considerations of location, mortgage rates, and property value, there lies a deeper and often overlooked aspect: how this purchase integrates with your broader financial plan. Wealth management and estate planning […]
By Brian Figeroux, Esq. Trusts have long been regarded as essential tools for wealth management and protection. In New York State (NYS), where state laws impose high tax rates and extensive estate and inheritance planning requirements, trusts offer unique opportunities to safeguard assets, minimize taxes, and ensure financial security. This article explores how trusts work, […]
