"Who" is named in estate documents is so important to being able to leave them the legacy you wanted them to have. Estate administrators...

How might your desire to stay in your home impact other planning concerns like Medicaid?

Here's a nugget from my conversation with Dr. Beyer on trusts - hope you enjoy! https://youtu.be/bJ0geCv3_QA

Many of the issues I see in estate planning and in probate matters have real estate in the mix! Interestingly, this month’s podcast...

Know what kinds of conversations you should be having with your loved ones and your attorney, and what documents you'll need.

Problems can occur due to any number of reasons - some maybe more foreseen and anticipated than others.

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...