Monthly Archives: July 2013

Naturally Occurring Retirement Communities

I grew up on a small shady street in a suburb of New York City. The neighborhood was comprised of less than a dozen single-family homes, and everyone knew everyone. There were no secrets, but there was a strong sense of community. Even as a child, I could feel it. The residents of School Street [...]

2017-07-20T21:19:53-04:00July 8th, 2013|

Amendments and Restatements and Codicils, Oh My!

I am often asked by clients considering changes to their estate planning whether it is better to start over from scratch, or to modify what is already in place. As with most things, it depends. First, a few definitions: When someone has a Trust, a change to the trust may take the form of either [...]

2017-07-20T21:19:53-04:00July 1st, 2013|
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