Wrapping Up an Estate from a Beneficiary’s Perspective
Key Things to Know to Protect Your Rights In my practice, I handle a […]
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The Latest Chapter of the Corporate Transparency Act Saga
Treasury Department Issues New Rule for U.S. Companies In his column earlier this year, Matt […]
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The Different Types of Guardianship in New York
A Primer for Understanding the Options I have had a lot of questions lately from […]
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Inherited Retirement Account Withdrawal Rules
What do you need to take out and when? The rules have changed regarding when […]
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Transfer on Death Deeds in New York
A New Way to Transfer Your Property Earlier this year, a new type of deed […]
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Beginning the Process for a Successful Estate Plan
What are the Steps to Get Started? When clients come to me for estate planning, […]
Read PostThe Ins and Outs of Closing Estates in New York – The Difference Between Informal and Formal Closure
If you have ever served as an Executor or Administrator of an estate, then you […]
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Tax Tips to Keep in Mind Now That Tax Day is Upon Us
Audit and Record Keeping Advice for 2024 Most of the articles relating to tax […]
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Getting Your Estate Plan in Place
Six steps to successful estate planning Getting your estate plan in place is sometimes […]
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Trust & Estate Law FAQs
What is a trust and how does it work? A trust is a legal relationship […]
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Dying Without a Will in the State of New York – What Determines Who Receives Your Assets?
What are the laws of intestate succession? What your family inherits under the rules of […]
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The Ins and Outs of Small Estate Proceedings: A Simplified Process Under New York Law
When someone dies in New York State and has property titled in their name, there […]
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Estate Planning for Parents with Young Children Key Things to Consider to Protect Your Loved Ones
Estate planning for parents with young children presents a variety of challenges and opportunities. Here […]
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Challenging the Probate of a Last Will and Testament Your Right to a Hearing Before Objections
I have previously written in these pages about challenges to a Last Will and Testament. […]
Read PostMedicaid Planning Flexibility with Irrevocable Trusts- Does irrevocable mean no changes are possible?
I have discussed the use of Irrevocable Trusts in the past to facilitate asset preservation […]
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