A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more
10/25/2024
/ Asset Management ,
Documentation ,
Durable Power of Attorney ,
Estate Planning ,
Guardianships ,
Healthcare ,
Living Will ,
Minor Children ,
Power of Attorney ,
Succession Planning ,
Wills
Once you have taken the essential step in formulating your estate plan, you must name an executor of your Will. Whom should you designate for this significant role, and what is expected of them?...more
7/29/2024
/ Bank Accounts ,
Creditors ,
Debt ,
Estate Planning ,
Executors ,
Fiduciary ,
Investment ,
Liability ,
Probate ,
Property Owners ,
Real Estate Investments ,
Trust Distributions ,
Wills
What is the Probate Process in New York?
Probate is the formal legal process that gives recognition to a will and appoints the executor or personal representative who will administer the estate and distribute the...more
11/29/2023
/ Beneficiaries ,
Entitlements ,
Estate Planning ,
Executors ,
Intestacy ,
Joint Trusts ,
Living Trust ,
New York ,
Payable on Death Clauses ,
Probate ,
Transfer of Assets ,
Transfer on Death Deed (TOD) ,
Wills
Client Question: “What area of law do you focus on?”
Attorney Response: “Trusts and Estates.”
Client Response: “I’m still young, I don’t need to worry about planning for when I’m gone. I’ll call you when I’m older...more