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Estate Planning: Why It Matters

Estate planning is a topic that most people would rather defer, for obvious reasons.  But it becomes a much more attractive subject once you understand its real purpose.  Let’s start with the tough part:  admittedly, if you were going to be around forever you wouldn’t really need some elements of an estate plan.  Taken as […]

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Cathleen Bahan Consulting

Time to Reevaluate Your Estate Plan

The turn of the year is often a good time to review short and long-term financial objectives and strategies, particularly as they interrelate with your estate plan.  Right now, this process is more critical than ever for several reasons: Both the federal and New York State exemptions are greater in 2017 than they were in 2016, meaning […]

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Cathleen Bahan Consulting

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