Wealth Preservation
THE ART OF AVOIDING PROBATE: Simple Tricks Vs. Strategic Planning
“I just want to avoid probate.” It’s one of the most common requests Megan Conroy hears at Blustein, Shapiro, Frank & Barone, LLP. While bypassing the court is a worthy…
Read MoreEstate Taxes, Capital Gains & Probate: What New York Families Need to Know
Estate planning isn’t just about who gets what—it’s about how much of your estate actually reaches your family versus how much is lost to taxes or tied up in court.…
Read MorePlanning for Retirement: Required Min. Distributions
While BSF&B is an estate planning law firm, a robust estate plan is incomplete without careful attention to retirement assets. Estate planning and retirement planning go hand in hand. BSF&B…
Read MoreChoosing Financial POAs & Health Care Proxies
What happens if you suddenly can’t manage your finances or speak to your doctors? That’s the reality estate planning beyond the will addresses. Blustein, Shapiro, Frank & Barone, LLP Partner…
Read MoreProactive Medicaid Planning & Asset Protection
BSF&B Partner Megan Conroy recently joined Bob O. on Oldies 98.9 FM to discuss Medicaid planning and the importance of protecting your assets from the high costs of long-term care.…
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BSF&B Partner Megan Conroy recently joined Bob O. on “Oldies 98.9 FM” to discuss the responsibilities of an executor in the estate planning process. An executor is a fiduciary, someone…
Read MoreIMPACTS OF TRUMP’S BUDGET BILL ON NYS ESTATE PLANNING
The “One Big Beautiful Bill Act” (OBBBA) brings significant shifts to estate planning, particularly for high-net-worth individuals in New York. While federal relief offers new flexibility, the unique landscape of…
Read MorePlanning Ahead with Megan Conroy: Proactive Long-Term Care Planning
Securing Your Future: Proactive Long-Term Care Planning Blustein, Shapiro, Frank & Barone, LLP Partner Megan Conroy recently joined Bob O. on “Oldies 98.9 FM” to stress the vital importance of…
Read MorePlanning Ahead with Megan R. Conroy, J.D.: Your Will, Your Way
Your Will, Your Way: Making Informed Estate Planning Decisions Blustein, Shapiro, Frank & Barone, LLP Partner Megan Conroy recently shared her expertise on “Oldies 98.9 FM, The Hudson Valley’s Real…
Read MorePlanning Ahead with Megan R. Conroy, J.D. Trusts, Titling & More
Blustein, Shapiro, Frank & Barone, LLP Partner Megan Conroy recently joined Bob O. on “Oldies 98.9 FM, The Hudson Valley’s Real Oldies Station” on April 19, 2025, to discuss essential…
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