ruthpgeorgeJun 213 minHow 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...
ruthpgeorgeMay 243 minRetained Life Estates, Medicaid Planning, and TrustsHow might your desire to stay in your home impact other planning concerns like Medicaid?
ruthpgeorgeMay 61 minTrusts with Dr. Beyer!Here's a nugget from my conversation with Dr. Beyer on trusts - hope you enjoy! https://youtu.be/bJ0geCv3_QA
ruthpgeorgeApr 222 minEstate Planning and Your Home: 10 Questions to Ask YourselfMany of the issues I see in estate planning and in probate matters have real estate in the mix! Interestingly, this month’s podcast...
ruthpgeorgeMar 164 min8 Things to Help You Start the Estate Planning ProcessKnow what kinds of conversations you should be having with your loved ones and your attorney, and what documents you'll need.
ruthpgeorgeFeb 115 minProbate and Estate Administration ProblemsProblems can occur due to any number of reasons - some maybe more foreseen and anticipated than others.
ruthpgeorgeJan 195 minProbate and Estate AdministrationThis is the second article continuing What is Probate? The last article left off with an interested party filing paperwork and paying...
ruthpgeorgeDec 21, 20215 minWhat 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.
ruthpgeorgeOct 6, 20217 minHow a Trust Can Benefit Your Loved OnesIn the toolbox of estate planning techniques, trusts should not be overlooked. Because they can be tailored to meet a variety of goals,...
ruthpgeorgeJul 26, 20214 minGetting Started With Estate PlanningAction is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself...
ruthpgeorgeMay 6, 20212 minFive ways an irrevocable trust can benefit you and your loved onesParents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting...
ruthpgeorgeJan 19, 20211 minTrust PlanningYou 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...
ruthpgeorgeNov 22, 20203 minCreating a Plan for an Unmarried CoupleWhile estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting...
ruthpgeorgeOct 27, 20202 minTop Reasons Everyone Needs a Comprehensive Power of AttorneyDid you know a comprehensive power of attorney is an estate planning and elder law document! The benefits of a highly detailed,...
ruthpgeorgeSep 18, 20204 minChoosing Retirement Account BeneficiariesWhile the execution of Wills requires formalities like witnesses and a notary, property can pass through other, less formal means. Many...
ruthpgeorgeSep 7, 20202 minRe-Examine Your Estate Plans with COVID-19 ConsiderationsYou may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this...
ruthpgeorgeSep 2, 20201 minTrustsOne of the most common types of trusts is a Revocable Living Trust which is set up during life. There can be many good reasons to set up...
ruthpgeorgeAug 30, 20204 minHelping Mom and Dad During COVIDIf your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and...
RuthPGeorgeAug 4, 20201 minLet's ConnectIn this time of uncertainty, it may seem that much more difficult to put off your estate planning documents. But, I am here to help. I...
RuthPGeorgeJul 10, 20201 minEstate Matters are important!When an individual passes away and estate may need to be opened in Surrogate's Court. This is a general overview of some of the typical...