• Skip to primary navigation
  • Skip to main content
  • Skip to footer

The Estate, Legacy and Long-Term Care Planning Center of Western NY

Financial Advisor in Rochester, NY

  • Home
  • About
    • What Makes Me Different
    • My Fiduciary Commitment
  • Services
  • Workshops
    • How Your Kids Can Inherit Your IRA 100% Tax-Free (Webinar)
  • Who I Serve
  • News
  • Contact

Articles

July 15, 2020 By billmonte

The Covid-19 Essential Estate Planning “Go Package”

The Covid-19 Essential Estate Planning “Go Package”

The Covid-19 Essential Estate Planning “Go Package” An estate plan doesn’t do much good when key people don’t know about it or have access to key documents and information. That’s become more apparent during the pandemic as people suddenly become ill and incapacitated. Many times after someone …

Continue Reading

July 15, 2020 By billmonte

Life Insurance Retirement Plans: Are They A Good Choice For You?

Life Insurance Retirement Plans: Are They A Good Choice For You?

Life Insurance Retirement Plans: Are They A Good Choice For You?Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing occasion and naturally stressful, it should be an easy …

Continue Reading

July 8, 2020 By billmonte

Four Essential Estate Planning Documents You Should Consider Drafting

Four Essential Estate Planning Documents You Should Consider Drafting

Four Essential Estate Planning Documents You Should Consider DraftingNo one likes to think about their own death. Where will your assets go? How will you care for your loved ones? What will the circumstances be? These are very important — but very unpleasant — questions to consider.Still, death is …

Continue Reading

July 2, 2020 By billmonte

The Dangers Of Dying Without A Will

The Dangers Of Dying Without A Will

The Dangers Of Dying Without A WillUntil now, you may have viewed writing a will as something you’d get around to doing someday. But because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering …

Continue Reading

June 30, 2020 By billmonte

6 Rolls of Toilet Paper v. Life Insurance

6 Rolls of Toilet Paper v. Life Insurance The ease of applying for and obtaining life insurance products during the pandemic has improved in recent weeks — and the process may be easier now than ever. We know the insurance-buying community has a heightened interest in our products based on what …

Continue Reading

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 16
  • Page 17
  • Page 18
  • Page 19
  • Page 20
  • Interim pages omitted …
  • Page 26
  • Go to Next Page »

Join Our Newsletter for Updates

Footer

Schedule A Call

Privacy Policy

Copyright © 2026 · The Estate, Legacy and Long-Term Care Planning Center of Western NY

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/