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Grave Appeal: Protecting Burial Grounds

action in Probate Court seeking “to obtain judicial permission to disinter the cremains.” The Probate Court granted permission to disinter and relocate the cremains. Although not all of the 56...
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Wills and Trusts: The Differences Explained

own as we age. Read on to understand how wills and trusts work in estate planning.   Distributing Assets and Arranging for Care At the guts of solid estate planning...
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Probate in New York: The Surrogate’s Court

Court.   Petitioning for Probate or Administration A common misunderstanding about the probate process is that it is only applicable when there is no estate plan or will. In fact,upon...
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Establishing An Age Based Trust

...online portfolio, fill in the info and send it to your client for payment. Then, download, e-file or print the bond.   Flexibility: Obtain bonds anytime, from anywhere, even before...
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What If The Nest Is Never Empty?

decision making during estate planning. The rising trend toward adult children remaining “at home” during the parental lifetime raises even more considerations. A survey by Harris Poll for Bloomberg found...
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Facing The Unknown: Asset Protection Trusts

court oversight in how they do their duties as trustee—choose wisely!” In doing so, it’s best to begin by carefully considering the qualities, skills and time commitments a trustee will...
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Aging Solo? Appoint A Fiduciary

to thrive well into our later years, and might succeed in doing so, a healthy, independent journey through the eighties, into the nineties, and beyond is just not in the...
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Marriage and Trusts?

the surviving spouse without incurring any taxes. The trust also protects assets from creditors and future spouses the surviving spouse may encounter.Additionally, when the surviving spouse dies, the assets in...
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Reforming Wills and Trusts?

trust instrument in order achieve a settlement of the underlying litigation (id.).   Good To Know In some states, including New York, the public process of overseeing the orderly payment...
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