10 Essential Estate Planning Steps for 2024

Today is the perfect opportunity to make decisions concerning your future. The simple actions involved in estate planning only require a handful of legal documents and a minimal time commitment. Here are ten simple tips to ensure that the estate plan that you draft in Read More …

Navigating the Complex Terrain of Second Marriages: How QTIP Trusts Secure Your Legacy and Family Harmony

Stepping into a second marriage brings with it a unique blend of hope, happiness, and, inevitably, complexity. Amidst the joy of newfound love, there often lay a multitude of intricacies encompassing not just the relationship of the newlyweds, but the futures of their children. In Read More …

How Does NY Tax Law Affect Estate Planning?

When planning an estate, all individuals are subject to a federal tax. However, it is important to consider the state tax laws that affect individuals in different ways depending on where they live. For example, citizens in Florida will be subject to different regulations from Read More …

How To Include People With Disabilities In My Will And Not Lose SSI And Medicaid

When deciding on where you want your assets to go after death, it is common for people to think of their loved ones first. The process of transferring your assets to your family usually happens smoothly and runs into no problems. However, for loved ones Read More …

Top 4 Issues That Can Arise During Probate or Administration

When a person becomes deceased, whether with or without a will, there is a legal proceeding that takes place afterwards known as probate or administration. The way probate works is when a testator dies, the executer, which is usually a family member, is responsible for Read More …

What Happens If You Die Without a Will?

Despite the COVID-19 pandemic causing an uprising of interest in estate plans, there was a survey in 2022 that found that only about 33% of Americans have an established will. An established estate plan does not only save time and money for your loved ones Read More …

Advantages and Disadvantages of Probate

What is Probate? Probate is a court-supervised legal process that follows an individual’s death, whereby a probate court will establish the validity of one’s will. During this process, the court essentially oversees the distribution of a person’s asset after their death. How does the Probate Read More …

National Elder Law Month: 5 Elder Care Planning Tips

May is the celebration month of National Elder Law Month! Originating in 1963, National Elder Law Month stemmed from President John F. Kennedy issuing Proclamation 3527. He declared the month of May “Senior Citizens Month,” proclaiming that all “informal and educational means should be used” Read More …

5 Tips for Choosing The Right Executor For Your Estate

Estate planning is the process of legally deciding how your assets will be distributed in the event of your death. This is important to set up well in advance because you want as much say as possible. The sooner you start estate planning, the more Read More …

How to Effectively Plan Ahead When Diagnosed with Dementia?

After receiving a devastating diagnosis of dementia, you may be overwhelmed with confusion on what next steps to take. Many are quick to evaluate their medical options, but oftentimes the legal considerations are overlooked. Nevertheless, legal planning allows for stability in a time of uncertainty. Read More …