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Dec 01
What Are The Components of an Estate Plan?

What is an Estate Plan? The dictionary definition of an estate plan is “the arranging for the disposition and management of one’s estate at death through the use of wills, trusts, insurance policies, and other devices.” All adults should have a plan for their estates, and as we age the importance of estate planning increases. […]

Mar 26
Impending Changes in Real Estate

If you are not in the know, The National Association of Realtors (NAR) was hit with a major antitrust lawsuit that accused the organization of anti-competitive practices, including steering consumers towards agents who offer higher commission rates. This dubious behavior and now lawsuit, began in Missouri in lower income rural areas showed seller Realtor’s inflating their […]

Mar 26
Real Estate News – NYS Property Condition Disclosure Changes

Effective March 20th 2024 Sellers will no longer be able to offer $500 to the Purchaser to waive the Property Condition Disclosure. New York law now requires most property sellers to disclose known home defects to buyers, covering structural, environmental, and other physical and legal issues. SELLERS: Every seller with a residential 1 to 4 […]

Mar 26
Equity in your home & HELOC’s

One of the benefits of owning a home is the chance to build equity. Equity is the difference between what you owe on your mortgage and what your home is worth. If your home is worth $300,000 and you owe $100,000 on your mortgage, you have $200,000 of equity. With a Home Equity Line of […]

Jan 16
Beneficial Ownership Registration of all Small Businesses Now Required

Beginning January 1, 2024, almost all small businesses in the United States are required to report all owners of the business to the Financial Crimes Enforcement Network (FinCEN). This new requirement is part of a law enacted by Congress in 2021 called the Corporate Transparency Act.  It affects LLCs, S corps, partnerships, and small corporations.  The […]

Dec 13
The Lighthouse Retreat and Wellness Center Retreats and Workshops 2024

Imagine this: a serene haven nestled in the heart of Cold Spring, New York, where magic unfolds and transformations take flight. Last month, we immersed ourselves in the Deep Reset Retreat at the enchanting Glynwood Farms—a haven that spells pure bliss. Tanya Cole Lesnick and I have been crafting these retreat experiences for years, and […]

Dec 12
Inflation Reduction Act. What you need to know.

The new Inflation Reduction Act that passed in congress this year has a surprising amount of tax implications for both individuals and small businesses.  Many of the provisions are extensions of the tax laws that were already in effect but were expiring, such as the Affordable Care Act health insurance premium credits, which were extended […]