Estate Planning Must-Do!
Here's one of those items that you can think about and look into to ensure your estate planning is up to date! That is beneficiary forms...
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ruthpgeorge
- Nov 8, 2022
- 1 min
Surrogate's Court, Wills and Will Contests!
https://youtu.be/bUJZD0PwG4w What happens when there's a Will contest? Who is involved? How long might it take? Who has the burden of...
2 views0 comments
ruthpgeorge
- Oct 27, 2022
- 2 min
Assets and Relationships in Estate Planning and Administration
You've heard me talk about "good" or "basic" estate planning, that is, having at least a simple Will in place, accompanied by a Power of...
6 views0 comments
ruthpgeorge
- Sep 16, 2022
- 1 min
Buy-Sell Agreements with Paul Hood, Jr.
When the owners of a small business and the small business, itself, believe it is in their best interests to restrict each owner's right...
7 views0 comments
ruthpgeorge
- Sep 7, 2022
- 1 min
Buy-Sell Agreements are Estate Planning for Your Business!
https://youtu.be/BHLJgXleKo4 Small business owners have challenges, right! Of all the various day-to-day challenges, one remarkable, yet...
4 views0 comments
ruthpgeorge
- Jun 20, 2022
- 3 min
How many potential "next of kin" can you name?
"Who" is named in estate documents is so important to being able to leave them the legacy you wanted them to have. Estate administrators...
17 views0 comments
ruthpgeorge
- May 24, 2022
- 3 min
Retained Life Estates, Medicaid Planning, and Trusts
How might your desire to stay in your home impact other planning concerns like Medicaid?
30 views0 comments
ruthpgeorge
- May 6, 2022
- 1 min
Trusts with Dr. Beyer!
Here's a nugget from my conversation with Dr. Beyer on trusts - hope you enjoy! https://youtu.be/bJ0geCv3_QA
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ruthpgeorge
- Apr 22, 2022
- 2 min
Estate Planning and Your Home: 10 Questions to Ask Yourself
Many of the issues I see in estate planning and in probate matters have real estate in the mix! Interestingly, this month’s podcast...
28 views0 comments
ruthpgeorge
- Mar 16, 2022
- 4 min
8 Things to Help You Start the Estate Planning Process
Know what kinds of conversations you should be having with your loved ones and your attorney, and what documents you'll need.
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ruthpgeorge
- Feb 11, 2022
- 5 min
Probate and Estate Administration Problems
Problems can occur due to any number of reasons - some maybe more foreseen and anticipated than others.
29 views0 comments
ruthpgeorge
- Jan 19, 2022
- 5 min
Probate and Estate Administration
This is the second article continuing What is Probate? The last article left off with an interested party filing paperwork and paying...
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ruthpgeorge
- Dec 21, 2021
- 5 min
What is probate?
This is the first article of a general and simple view of “probate” within the context of an estate under New York law.
22 views0 comments
ruthpgeorge
- Oct 6, 2021
- 7 min
How a Trust Can Benefit Your Loved Ones
In the toolbox of estate planning techniques, trusts should not be overlooked. Because they can be tailored to meet a variety of goals,...
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ruthpgeorge
- Jul 26, 2021
- 4 min
Getting Started With Estate Planning
Action is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself...
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ruthpgeorge
- May 6, 2021
- 2 min
Five ways an irrevocable trust can benefit you and your loved ones
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting...
23 views0 comments
ruthpgeorge
- Jan 18, 2021
- 1 min
Trust Planning
You may not realize how beneficial trusts can be when setting up an estate plan. Trusts can do a lot of good! ALOT! You may have any...
12 views0 comments
ruthpgeorge
- Nov 22, 2020
- 3 min
Creating a Plan for an Unmarried Couple
While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting...
9 views0 comments
ruthpgeorge
- Oct 26, 2020
- 2 min
Top Reasons Everyone Needs a Comprehensive Power of Attorney
Did you know a comprehensive power of attorney is an estate planning and elder law document! The benefits of a highly detailed,...
5 views0 comments
ruthpgeorge
- Sep 18, 2020
- 4 min
Choosing Retirement Account Beneficiaries
While the execution of Wills requires formalities like witnesses and a notary, property can pass through other, less formal means. Many...
6 views0 comments
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