No two heirs are alike, and your estate plan should reflect that fact. The way... [Read more...]
Living Trust Successor Trustee Selection Checklist
Many people in Manhattan choose a living trust because it provides privacy, flexibility, and smoother... [Read more...]
When Is an Estate Tax Return Due?
If you live in Manhattan, you may assume your estate will automatically be taxed. After... [Read more...]
Does a Power of Attorney Apply If I Become Incapacitated?
Many New Yorkers sign a power of attorney, thinking they are covered if incapacity strikes.... [Read more...]
Does the Court Appoint an Estate Executor?
When a person passes away in New York, someone must step in to handle their... [Read more...]
Professional Estate Planning: An Investment That Pays Dividends
You work hard to build your life, accumulate assets, and support the people you love.... [Read more...]
What’s the NY Estate Tax Exclusion Cliff?
If you live in New York and have a sizable estate, you need to understand... [Read more...]
Legacy Planning: Share a Piece of Your Heart
As you reach an advanced age, you may find that you are at peace with... [Read more...]
Will Medicaid Planning Impoverish My Spouse?
If you are thinking about Medicaid for long-term care, you may worry about what will... [Read more...]
Share Your Values With an Ethical Will
When you think about estate planning, you probably picture legal documents like wills, trusts, and... [Read more...]
The Drawbacks of NY Probate: Time, Money, and Privacy
Probate is the court-supervised process that takes place after you pass away. It involves proving... [Read more...]
Consider Special Needs Planning During Disability Pride Month
Disability Pride Month is a time to celebrate the strength and resilience of individuals with... [Read more...]
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