We strive to provide you the best possible outcome through individualized attention. We look out for what you want.
Unfortunately, the majority of adults living in the United States currently do not have an estate plan in place. People often put off estate planning to be considered at some far-off, future time as they simply don't want to think about it, or don't think an estate...
Guardianship is a legal process in which an adult is appointed to care for someone who cannot handle their affairs due to incapacity, disability or age. In New York, guardianship can help to ensure that minors or incapacitated adults receive the proper care and...
There are several components that you’ll need to consider when you’re getting your estate plan together. Needless to say, they should all work together to ensure that your articulated wishes are clear, comprehensive and legally binding. Will and trusts Your assets can...
A primary goal of estate planning for many people is to help their loved ones avoid having to deal with a long and potentially costly probate process after they die. Thankfully, putting many of your assets in a revocable living trust can help you to accomplish that...
Sometimes the reason families end up in NY Surrogate's Court is not simply to seek the probate of a will, but because of litigation. Indeed, a person interested in an estate often has the right to initiate a legal proceeding, or proceedings, due to an issue with an...
Regularly updating an estate plan is a good idea in general. Someone who has gone through a major change may need to review their documents. Removing certain people as beneficiaries or from positions of authority is sometimes necessary. Testators may also need to...
Building wealth takes time, effort and sacrifice. Naturally, you want to try to ensure your legacy continues to benefit your loved ones for generations to come. Intergenerational estate planning takes a long-term view, aiming to protect and distribute your assets...
Estate planning affords one an opportunity to manage their assets after their passing, or even after they become incapacitated. For many people, a vital part of estate planning is deciding what to do with their homes - which is often their largest asset. Gifting the...
In New York, parents working through their estate planning may struggle with determining a fair inheritance for each child, especially if they have a complex family situation or assets that warrant an unequal inheritance between siblings. The following scenarios...
According to AARP, only 34% of Americans have created an estate plan. It is not the most fun topic to discuss considering it requires you to think about life for your loved ones after you are gone. Such thoughts can certainly bring about mixed emotions. However, it is...
