The Family Home: Passing It On?
In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
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Undue Influence?
Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
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Probate Litigation?
Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
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Grieving and Playing Detective?
Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
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Trustee? Ask These Questions First
When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before…
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Trusts Are Helpful When…
We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions…
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Can You Execute My Will?
Executing a will is a big responsibility. It takes time and patience, and the administrative chores can be an extra challenge for those grieving. When you create a will, be thoughtful in your selection and…
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Accountable To Beneficiaries: Personal Representatives
The probate courts appoint personal representatives to settle the affairs of the deceased when there is no will. A personal representative takes control of the assets (aka estate) of the deceased and distributes them to…
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Time for a Conservator?
Taking care of loved ones or friends is a tremendous responsibility. Legal advisors point out that in some circumstances, conservatorships can be the right solution for protecting the finances and legal affairs of someone…
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