Can You Avoid Probate? Should You?
There is nothing inherently bad about probate. Simply put, probate is the legal, public process that brings closure to our affairs when we die. Although most states offer expedited processes depending upon the level…
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18 and Up?
Simply put, everyone from the age of 18 on up needs an estate plan: the tools that will arm our loved ones to attend to our affairs. Ideally, they won’t need these legal documents for…
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Co-ops, Trusts and Special Needs?
Families of children with special needs have extra to worry about in life—and estate planning. What happens, for example, if a family intends to leave a co-op apartment to an adult child with special needs?…
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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…
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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…
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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…
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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…
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Choosing An Executor or Trustee
How do you decide who to designate as the executor of a will or trustee of a trust? Estate planning attorneys advise careful attention to making these decisions. Though sometimes families treat the designations…
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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…
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