Sugarman Blog

Estate planning is just as it says – it’s a plan to ensure that your wishes are implemented – how you want your estate to be divided, who should be guardian to your minor children, and your assets are protected from tax implications and Medicaid. Your home, your car, your collectibles, your money, anything you want to ensure is passed on to the right people after you pass. Sure, it’s a morbid thought, but these are important matters and the implications are a lot scarier than not having a plan.

[Read more…] about Estate Planning: Wills And Advanced Directives, When Do I Need These?

When you get the newsletter this month, I will have just seen Bob Seger and the Silver Bullet Band at Jones Beach. One of my favorite songs is Night Moves. But it means so much more to me now than it did when I was younger. Instead of thinking about young love, my attention is now drawn to the line near the end of the song, “Strange how the night moves, with Autumn closing in?” So, this month is focusing on “Autumn closing in” and how you can make sure your assets are protected and how to make things easier for your family when you pass.

Let’s create some scenarios to help understand why this is so important.

[Read more…] about Protect Your Assets Before It’s Too Late