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Asset Protection as Part of Your Estate Plan (1/11/2012)
 In today's litigious society, physicians, entrepreneurs, professionals and others face an increasing risk from creditor liability and lawsuits. Each year theories of liability expand. Nobody can be quite sure from what source a potential liability may spring. To protect against such risks, businesses and professional practices often operate in the form of a corporation or limited liability company, and families and businesses purchase insurance. These forms of asset protection do not, however, fully protect one's personal assets from unforeseen liabilities and uninsured losses. Because of this, asset protection planning designed to protect an individual's (and the family's) personal wealth has become an established planning tool...Read more.
Year-End Giving Information (12/20/2011)
 At this time of year, many people are thinking about financial and retirement planning and considering tax-deductible donations to non-profits. We are pleased to provide a comprehensive 2011 Year-End Planning tool from BNY Mellon Wealth Management--complete with helpful information about income tax strategies, investment decisions, estate planning, gifting and giving, retirement issues and more. If you are thinking about a year-end gift, here are a few items of considerations provided by BNY...Read more!
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