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Nov 18, 2021
Estate planning mistakes to avoid with significant assets
Estate planning can be more difficult when you have significant assets. Your situation is more complex, and as a result, you need more...
Nov 1, 2021
When should you change or update your estate plan?
Too many New Yorkers view estate planning as a one-and-done process. In fact, an estate plan can be a fluid set of legal documents that...
Oct 22, 2021
Proposed changes could impact federal gift and estate taxes
Many New York residents have a goal of earning and saving enough money to provide for their own needs through the ends of their lives. If...
Oct 17, 2021
Why you need to know about testamentary capacity
The best estate plans are specific and clearly articulate how an estate should be handled and distributed when the time comes. Yet,...
Oct 7, 2021
How can you make an efficient estate plan?
Estate planning is an excellent way to provide instructions for everything from your desires for medical care to how you want your assets...
Oct 7, 2021
What can your loved one buy with special needs trust funds?
The future is uncertain. That can be an uneasy feeling under any circumstances, but it can be especially concerning when you have a...
Oct 5, 2021
Planning for the future when you have young children
Although it is an important part of estate planning, many people put off writing a will or taking any other steps for future planning....
Sep 28, 2021
Ways to avoid probate
Probating an estate can be a lengthy, costly, and sometimes acrimonious process. There are options that can help avoid probate for your...
Sep 21, 2021
What is a living will and what does it address?
A living will can help express the estate planner’s most important healthcare decisions when they are unable to do so for themselves....
Aug 31, 2021
The importance of pet trusts
For many people, their pets are essential companions. Throughout a worldwide pandemic, many sought a dog, cat, or other animals to keep...
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