This is the second article continuing What is Probate? The last article left off with an interested party filing paperwork and paying...

This is the first article of a general and simple view of “probate” within the context of an estate under New York law.

In the toolbox of estate planning techniques, trusts should not be overlooked. Because they can be tailored to meet a variety of goals,...

Action is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself...

Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting...

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...

While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting...

Did you know a comprehensive power of attorney is an estate planning and elder law document! The benefits of a highly detailed,...

While the execution of Wills requires formalities like witnesses and a notary, property can pass through other, less formal means. Many...

You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this...

One 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...

If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and...

In 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...

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...

My wonderful father and my son! My father was an exceptional person. He passed March 26, 2020 - one month and one day before his 85th...

We care about your health and safety. Client matters are being handled over the phone, through email and regular mail. Meetings are...

This picture represents those individuals or entities that must consent to the probate of a Will or be cited to appear in court before...

What can a trust do? Here are just a few options: 1. Provide asset management (think: drug addiction, creditor issues, spendthrifts,...

Life insurance trusts may have served a more prominent role in estate planning when estate taxes concerned more individuals. However,...

Setting up a trust to hold real estate can be a great estate planning option. But, guess what? Real estate means bills! Maintenance,...