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Having a solid estate plan is critical if you want to pass your wealth and legacy on to the next generation. Using a will, trust and/or advance health care directives can ensure your wishes are met after you pass away, or become incapacitated. Estate planning can also...
Estate planning is something every adult should take seriously. If you already have a plan created to protect your estate and your loved ones, you’re ahead of the game. However, there are good reasons to periodically update one or more of your estate planning...
New York residents often include trusts in their estate plans to avoid the lengthy and sometimes costly probate process. When assets are not placed into trusts, they cannot be distributed to beneficiaries after an individual dies until a probate court has validated...
When you choose an attorney-in-fact, also called a "power of attorney," you give this individual the right to make decisions on your behalf. These decisions typically regard your healthcare, finances and legal matters. Accordingly, you must choose your...
When married couples in New York and around the country divorce, their debts are divided along with their assets. A few states have community property laws that require assets and debts to be divided equally, but New York is what is known as an equitable distribution...
When dividing your family's expenses during divorce, private school tuition will likely loom over your head. If your children attend an elite academy, this fee can cost thousands of dollars per year. This considerable expense could cause fights between you and your...
Every New York adult should plan for the future by having an estate plan. A last will and testament is one of the most basic parts. However, once the person is gone, and the circumstances regarding the creation of the will are fully known, the heirs may have valid...
The problems kept adding up related to your father’s trust. Overdue tax notifications surfaced. Distributions to you and other beneficiaries often were late or completely dismissed. And the clincher was that the trustee was seldom available due to his extensive global...
Buying a home is a multistep process, and any number of issues may arise that complicate matters and throw a wrench in the works. In some cases, you may want to make an offer on a home on a conditional basis, and this is where something called contingencies come into...
If you have philanthropic aspirations in New York and want to give back as much as possible, charitable trusts come with a number of financial benefits that may be helpful to you. People use them to optimize their assets for their beneficiaries, charities and...
