First Responder? Estate Planning Jumpstart

  Estate planning is extra important for those who take on the high risks of being a first responder, such as firefighters, law enforcement officers, and paramedics. In addition to on-the job crisis, first responders may be faced with chronic...

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Estate Law: SCPA 2103 Proceeding?

  A fiduciary charged with overseeing the affairs of an estate, such as the executor, representative or administrator, must safeguard the assets on behalf of the beneficiaries. In New York, if the fiduciary believes assets have been misappropriated, a legal...

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Estate Planning: Don’t Forget…

  If you are proactively creating a plan for what ultimately happens to your assets and other valuables you care about, good for you! Your loved ones will be so thankful to have less to worry about during their time...

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Estate Planning: Life In Multiple States?

  Although the “snowbird life”—enjoying different times of year in different states—was a thing way before pandemic induced disruptions, new remote lifestyles have made it more possible then ever to live life from two or more locations. When it comes...

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Understanding Undue Influence

  What constitutes undue influence in an estate plan? What are some of the reasons why beneficiaries might challenge an estate plan over undue influence? How do different states handle claims of undue influence? Read on for answers from attorneys...

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Estate Plans: It Takes a Village

  By it’s very nature, creating—and periodically updating, an estate plan requires us to involve others. Importantly, for example, when young children are involved, a guardian must be designated. Wills rely on personal representatives, typically referred to as executors, and...

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Executing Paul Allen’s Estate

When Microsoft co-founder, Paul G. Allen died in 2018, his net worth was estimated at $20.3 billion. His sister Jody Allen has had the big role of executing his estate in line with his philanthropic vision. Among the assets Paul...

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Estate Sold: James Brown

We’ve all heard of estate sales and maybe even picked up a treasure or two while attending one. But, like everything about his legend, James Brown’s recent estate sale is unique: his entire estate was purchased for an estimated $90...

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Tidying Up: Update Your Estate Plan

  When we die, our loved ones will probably find themselves with a lot to manage—along with their grief. Most families find there are papers to be located, the probate process to navigate, decisions to be made, bills to wrangle,...

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Sticky Notes Are Not An Estate Plan

  Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness in the workplace, as well...

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