When a person passes away in New York, someone must step in to handle their financial and legal affairs. Bills need to be paid, assets must be gathered, and property must eventually be distributed to heirs. The person in charge of this process is called an executor or, if no will exists, an administrator. Because […]
Estate Planning
Professional Estate Planning: An Investment That Pays Dividends
You work hard to build your life, accumulate assets, and support the people you love. Estate planning gives you the legal tools to protect those efforts and direct what happens next. But the value of your plan depends on how it’s built and who helps you build it. When you work with a Manhattan, NY […]
What’s the NY Estate Tax Exclusion Cliff?
If you live in New York and have a sizable estate, you need to understand the so-called estate tax exclusion “cliff.” This phenomenon can have a huge impact on your legacy, so you should understand the facts. What Is the NY Estate Tax Exclusion? New York’s estate tax applies to estates exceeding a specific threshold. […]
Legacy Planning: Share a Piece of Your Heart
As you reach an advanced age, you may find that you are at peace with your mortality. However, the thing that may bother you the most is the fact that you will no longer be there for your loved ones. There is no getting around this fact of life, but when you plan your estate, […]
Share Your Values With an Ethical Will
When you think about estate planning, you probably picture legal documents like wills, trusts, and powers of attorney. These tools are essential, but they focus mostly on money and property. An ethical will gives you the chance to share something different. An ethical will is not a legal document. Instead, it is a letter or […]
The Drawbacks of NY Probate: Time, Money, and PrivacyÂ
Probate is the court-supervised process that takes place after you pass away. It involves proving the validity of your will, identifying your assets, paying debts and taxes, and distributing what’s left to your beneficiaries. While it may sound straightforward, NY probate can be time-consuming, costly, and invasive. If you want your loved ones to have […]



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