Entries by nolfo

Most utilized estate planning documents

A basic estate plan consists of a Power of Attorney, Health Care Proxy and Last Will and Testament. Having these documents as part of your basic estate plan will help you identify and address whatever legal, health, or financial issues you might encounter. Durable Power of Attorney WE often tell our clients if they have […]

Veterans Pension and Aid

Veterans Pension and Aid and Attendance 101 The Veterans Administration pension is not a pension in the traditional sense.  Rather, the veteran’s pension is a monthly amount designed to help the veteran or their spouse who needs assistance at home.  This amount can be used to pay unreimbursed medical expenses such as a home health […]

I Don’t Need a Will! – Or Do I?

Aside from the metaphysical question of whether anyone really “needs” something, there are several reasons why someone would conclude that establishing an updated & professionally prepared estate plan: Wills, Trusts, Powers of Attorney, Health care proxies – would be a good decision. Let’s focus for this discussion on Wills. NOT having a Will and passing […]

Estate Planning Steps from Nolfo McKenna – Albany NY, Saratoga NY

Your passing will be a difficult time for your family and friends. How can you help your loved ones implement your wishes after you pass away?  There are several ways to ease the organizational burden:   Pre-Plan Your Final Arrangements -Many people have discovered a pre-planned funeral is an excellent way to ensure their wishes will be […]