Families come in many shapes and sizes, and estate planning should reflect that. If you’ve remarried or share children from prior relationships, you may already know that blended families can present unique legal and emotional dynamics. When it comes to estate planning, these dynamics often lead to difficult decisions and competing interests. In New York, […]
Estate Planning
Can a Dog Be a Trust Beneficiary?
For many New Yorkers, pets are more than companions—they’re family. You want to know that your dog will be cared for if something happens to you. But can you actually name your dog as a trust beneficiary? The short answer is more nuanced than it seems. Under New York law, your dog cannot directly inherit […]
New Season, New Resolve: Plan Your Estate This Summer
As the days grow longer and schedules begin to shift, you might find yourself with a little extra breathing room. Maybe it’s a slower season at work, or the kids are out of school. Either way, summer can offer something that’s often in short supply during the rest of the year: a chance to think […]
Advanced Estate Planning: How Do You Account for Digital Assets?
You probably have more digital assets than you realize. From the photos on your phone to the online banking credentials you use every day, your life is tied to digital platforms in ways that often go overlooked during estate planning. When you’re thinking about what you’ll leave behind, your focus might go straight to real […]
Special Needs Planning: What Is an ABLE Account
Planning for the financial future of a loved one with disabilities involves navigating complex regulations and ensuring their eligibility for essential public benefits. One tool that can assist in this process is the Achieving a Better Life Experience (ABLE) account. Understanding how an ABLE account functions and its benefits can be instrumental in securing a […]
Include a Letter of Final Instruction in Your Estate Plan
Planning your estate involves more than just drafting a will or establishing a trust. A crucial but often overlooked document in this process is the letter of final instruction. This letter provides practical information your executor and trustee will need to complete their tasks efficiently. Let’s delve into the value of this document and why […]
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