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Home » estate liquidity » Free Report: New York Estate Planning Considerations

Free Report: New York Estate Planning Considerations

October 17, 2015 by Anthony Moccia Leave a Comment

New York Estate Planning Considerations Liquidity

A comprehensive estate plan should accomplish much more than simply providing a roadmap for the distribution of your estate assets when you die. Additional goals such as incapacity planning, tax and probate avoidance, and even retirement planning can also be incorporated into your estate plan. The primary purpose of your plan, however, will likely remain to protect and provide for your loved ones in the event of your incapacity or death. While the accumulation of assets over the years is certainly necessary to accomplish this goal, it is not sufficient. Your estate plan also needs liquidity. To ensure that your plan has sufficient liquidity you need to understand what liquidity is and what tools and strategies can be incorporated into your estate plan to achieve sufficient liquidity.

Click here to read the whole report or download the PDF.

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Anthony Moccia
Anthony Moccia
Anthony Moccia is an attorney and partner at The Law Offices of Kobrick & Moccia.His practice focuses on estate planning and elder law.He is a member of the New York State and Nassau County Bar Associations.He frequently presents free seminars on wills & living trusts to area residents and his seminars are said to be “informative, entertaining & easy to understand.”
Anthony Moccia
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Filed Under: estate liquidity, Estate Planning

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