:
Updated:
The Value of Revising Your Estate Plan
:
Updated:
Advice on Removing an Executor from an Estate
:
Updated:
Firearms and Estate Planning
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Updated:
Estate Planning Is Critical During a Period of Wealth Transfer
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Updated:
Taking Advantage of the Estate Tax Portability Provision
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Updated:
What You Should Know About Creating a Special Trust for Your Elderly Loved One
:
Updated:
Estate Planning Alternatives to Quiet Trusts
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Updated:
Virginia Holds Arbitration Statements in Trusts Cannot Be Enforced Against Beneficiaries
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Raising Issues of Incapacity or Undue Influence to Challenge Estate Plans
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Utilizing Trusts to Reduce Taxes Faced by Your Legacy
:
Updated:
Bear Markets and Estate Planning
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Updated:
Utilizing Estate Planning for the Digital Future
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Estate Planning Issues to Consider Before Getting Married
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Updated:
Understanding the Reality of Revocable Trusts
:
Updated:
Remember to Learn Your Parent’s Finance Plans
:
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Eskra: A Reminder about Premarital Agreements and Estate Planning
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Lessons Learned from In re the Purported Will of Moore
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Updated:
Austin Case Provides Estate Planning Lessons
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Updated:
Situations Where Your Digital Assets Last Longer Than You
:
Updated:
Estate Planning in the Digital Era
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Updated:
Critical Issues to Consider When Estate Planning
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4 Estate Planning Strategies to Protect Your Assets
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Revocable Trust Lessons After the Death of Stephen Sondheim
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Updated:
Diversifying Your Assets After Years of Employment
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Updated:
Taking the Time to Begin (And Complete) Your Estate Plan
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Navigating Challenges Associated with Death Taxes
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Updated:
Advice on Reviewing Family Legacy Plans
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Updated:
Advice on Succession Planning in 2022
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Updated:
Estate Planning Advice After Middle-Aged Divorces
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Updated:
Issues that Could Invalidate a Will
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Updated:
What to Know About New York’s Estate Tax Cliff
:
Updated:
Start-Up Poised to Make Estate Planning Accessible to Everyone
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Updated:
What You Need to Know about Living Trusts
:
Updated:
How to Avoid Disagreements with Trustees
:
Updated:
A Quick Guide to Reverse Estate Planning
:
Updated:
Reasons to Revise Your Estate Plan:(And What You Should Consider Revising)
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Updated:
Making the Most of Estate Planning in 2022
:
Updated:
Alternatives to Living Trusts
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Updated:
Clark Case Provides Lesson on How to Avoid Family Estate Planning Disputes
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Understanding Special Administrators: Lessons Learned from In Re Estate of Jones
:
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The Residential Property Condition Disclosure Act and Estate Planning: Lessons Learned from Rickard v. Coulimore
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Updated:
Estate Planning and Former Spouses
:
Updated:
What to Consider Following the Increase in the Annual Gift Tax Exclusion
:
Updated:
Crisis and Estate Planning Documents
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Updated:
Demand for Estate Planning Increases As More Millennials Become Caregivers
:
Updated:
Hidden Estate Planning Advantage to This Year’s IRS Filing
:
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4 Estate Planning Strategies to Protect Your Assets
:
Updated:
The Importance of Reviewing Digital Asset Estate Plans
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Updated:
Reasons to Write an Electronic Will Regardless of Age
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Updated:
Estate Plans Should Contemplate Pets
:
Updated:
Estate Planning Lessons from Rain Man
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Minnesota Case Emphasizes Important Trust Management Lessons
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Updated:
Riverside v. Snukst: A Lesson on How to Avoid Trust Disputes
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Updated:
Lessons from Heiting v. the United States: Utilizing Claim-Of-Right Deductions
:
Updated:
Making the Most of Estate Planning in 2022
:
Updated:
Taking the Time to Review or Create an Estate Plan
:
Updated:
Avoiding Undesirable Estate Planning Situations
:
Updated:
Understanding the Role of Federal Taxes in 2022
:
Updated:
The Advantage of Utilizing SPA Trusts in Your Estate Plan
:
Updated:
The Status of Estate and Gift Taxes in 2022
:
Updated:
A Few Important Things to Remember about Digital Asset Planning
:
Updated:
Estate Planning for Non U.S. Citizens
:
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Estate Planning Advice for Single Parents
:
Updated:
Estate Planning Issues to Address Before 2021 Is Over
:
Updated:
Department of Treasury Releases Estate Planning Guidelines
:
Updated:
What You Can to Protect Your Inheritance
:
Updated:
California Court Resolves Ownership Presumptions in Probate Disputes
:
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The Estate Planning Needs of the Unmarried
:
Updated:
Revising Estate Plans Before and After Divorce
:
Updated:
Critical Estate Planning for Modern Families
:
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What You Should Know About Family Education Trusts
:
Updated:
Approaching Tax Law Changes That You Should Know
:
Updated:
Lessons Learned from the Management of the Late James Brown’s Estate
:
Updated:
The Challenge of Dealing with Children Born During and Outside Marriage
:
Updated:
5 Types of Estate Planning Documents You’ll Need
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Updated:
The Basics: Estate Planning Issues for the Unmarried
:
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Things You Should Know Before Your Writing a Will
:
Updated:
Performing Successful Estate Planning When You Have a Blended Family
:
Updated:
Anticipating Estate Planning Changes Under the Biden Administration
:
Updated:
Making the Most of Life Insurance In Your Estate Plan
:
Updated:
Study Shows Covid-19 Impacts More than Nursing Homes When It Comes to Seniors
:
Updated:
Estate Plans Are for Everyone (Not Just the Extremely Wealthy)
:
Updated:
Estate Planning Issues to Address New Texas Proposals
:
Updated:
Ways You Can Utilize Life Insurance In Your Estate Plan
:
Updated:
Be Aware! Recent Estate Planning Scams
:
Updated:
Advice on Helping Your Loved One with Estate Planning
:
Updated:
5 Estate Planning Errors to Avoid if You Remarry with Children
:
Updated:
Recognizing the Dangers Associated with Designated Beneficiaries and Transfer on Death Accounts
:
Updated:
Recognizing the Challenge with Naming Minors as Beneficiaries
:
Updated:
Court Reverses Injunction against Co-Trustees
:
Updated:
Considering Using a Will vs. Trust in Your Estate Plan
:
Updated:
Utilizing Private Placement Life Insurance in Estate Planning
:
Updated:
After the Covid-19 Pandemic: Making Sure You Have the Critical Estate Planning Documents
:
Updated:
Five Estate Planning Issues to Address on Retirement
:
Updated:
Some of the Most Notable Estate Planning Myths
:
Updated:
Appreciating the Medicare Five-Star Nursing Home Rating System
:
Updated:
Readying Your Retirement Plan for Pending Tax Changes
:
Updated:
What Makes Estate Planning Critical
:
Updated:
Understanding How Divorce Impacts Your Estate Plan
:
Updated:
Advice on Estate Planning for an LLC Interest
:
Updated:
A Simplified Power of Attorney: Holding the “Short” Form Power of Attorney to its Name
:
Updated:
California Court Decides Sonoma Trust Case
:
Updated:
Should You Revise Your Estate Plan After Your Children Age?
:
Updated:
Saving Wakanda: Estate Planning Lessons from Chadwick Boseman
:
Updated:
Lessons Learned from In Estate of Tillotson
:
Updated:
Advice on Selecting a Professional Trustee to Manage Your Trust
:
Updated:
What Made Nursing Homes Vulnerable to the Coronavirus
:
Updated:
Utilizing Asset Location While Estate Planning
:
Updated:
Anticipating Potential Changes with Estate Planning
:
Updated:
3 Tips about Using Life Insurance In Your Estate Plan
:
Updated:
2 Estate Planning Issues for Business Owners
:
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Lessons Learned About Residuary Clauses after Odom v. Coleman
:
Updated:
3 Critical Estate Planning Steps People of All Ages Should Take
:
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4 Critical Steps to Take While Managing Your Google Account for Estate Planning
:
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5 Tips on Engaging in Successful Estate Planning
:
Updated:
4 Reasons Why Everyone Needs an Estate Plan
:
Updated:
4 Estate Planning Techniques to Consider During the Covid-19 Pandemic
:
Updated:
4 Pieces of Estate Planning Advice for Second Marriages
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Updated:
Maxey v. Maxey: 3 Takeaways about Placing Real Estate in Trusts
:
Updated:
3 Things to Consider about Handwritten Wills in New York
:
Updated:
4 Pieces of Advice About Selecting an Assisted Living Facility
:
Updated:
2 New Tax Changes that Will Impact Your Estate Plan
:
Updated:
4 Critical Estate Planning Actions to Take While You’re Still Healthy
:
Updated:
3 Facts about Estate Planning Challenges After Mayberry
:
Updated:
3 Estate Planning Lessons from Prince
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3 Details to Remember about Signing Estate Plans Remotely
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3 Things to Remember About How Adoptions Impacts Estate Planning
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Updated:
3 Critical Things to Remember about New York Holographic Wills
:
Updated:
3 Pieces of Advice on Estate Planning for Your Digital Assets
:
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Important Issues to Consider About Federal Estate Tax in 2021
:
Updated:
What Ochse v. Ochse Means for Trust Planning
:
Updated:
Lessons Learned After IRS Proposes User Fee for Estate Tax Closing Letters
:
Updated:
3 Tips on Discussing Estate Planning with Your Parents
:
Updated:
Reasons Why Estate Planning Should Be Part of Your Retirement Plan
:
Updated:
Estate Planning Advice If You Plan on Relocating
:
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Deciding Whether a Revocable or Irrevocable Trust Is Best For You
:
Updated:
4 Issues to Remember About “Black Sheeps” and Estate Planning
:
Updated:
3 Estate Planning Strategies As You Plan Out 2021
:
Updated:
4 Tips on Adding Powers of Appointment to Your Estate Plan
:
Updated:
4 Issues to Consider When Creating a Spousal Lifetime Access Trust
:
Updated:
How to Create an Estate Plan that Can Be Quickly Modified
:
Updated:
4 Estate Planning Reminders During The COVID-19 Spike
:
Updated:
3 Invaluable Estate Planning Trusts You Should Consider
:
Updated:
3 Reasons Why You’ll Like Need More than a Will
:
Updated:
Overcoming the Challenge of Undue Influence
:
Updated:
Frequently Asked Questions About Qualified Personal Residence Trusts
:
Updated:
What Should You Know About Electronic Wills?
:
Updated:
A Quick Guide to Spousal Lifetime Access Trusts
:
Updated:
3 Ways to Transfer Property to a Special Needs Trust
:
Updated:
What’s the Difference Between Power of Attorney and a Guardianship?
:
Updated:
Estate Planning Advice as a Surviving Spouse
:
Updated:
Making the Most of Estate Planning Opportunities
:
Updated:
Utilizing Estate Plan to Establish Your Legacy
:
Updated:
Post-Election Estate Planning Issues You Should Consider
:
Updated:
Business Succession Planning
:
Updated:
The Four Basic Protections of Elder Law Estate Planning
:
Updated:
A Primer on Recent Financial Opportunity Zone Regulations
:
Updated:
What Real Estate Inheritance Option Is Best For You?
:
Updated:
Children and Estate Plans: Equality Is Not Required
:
Updated:
Growing with Your Estate Plan: How Things Change As You Age
:
Updated:
5 Critical Reminders about Inheritance Tax
:
Updated:
Advances in Reproductive Technology Lead to Estate Planning Obstacles
:
Updated:
4 Reasons Your Loved Ones Wish You Had an Estate Plan
:
Updated:
Trusts and Family-Run Government Contractor Companies
:
Updated:
Things to Know If You’re Considering a Handwritten New York Will
:
Updated:
Estate Planning and Separate Property in New York
:
Updated:
Distinguishing Between the Types of Guardianship in New York
:
Updated:
Using a Will to Place Assets into a Trust
:
Updated:
How Long You Can Expect Estate Asset Distribution to Take
:
Updated:
When Wills Aren’t Enough to Solve Estate Planning Disputes
:
Updated:
Advice on Discussing Long Term Care with Parents
:
Updated:
Lessons Learned from Knives Out
:
Updated:
Reasons to Review Your Estate Plan in 2020
:
Updated:
4 Things to Remember about Irrevocable Trusts
:
Updated:
3 Estate Planning Alternatives to Stretch IRAs
:
Updated:
Remedying Estate Planning Mistakes with Trusts
:
Updated:
Advice on Performing a Retirement Review
:
Updated:
Tips on Planning for the Care of Your Pet
:
Updated:
Is a 401(k) Rollover Worth It?
:
Updated:
Why Advance Health Directives Are Overlooked and How to Create One
:
Updated:
Advice on Letting Your Children Know They Won’t Receive an Inheritance
:
Updated:
What Separates ABLE Accounts From Special Needs Trusts?
:
Updated:
Discovering the Power of Estate Accounts
:
Updated:
How the Repeal of Stretch IRAs in 2020 Will Impact Estate Planning
:
Updated:
6 End of Year Estate Planning Mistakes to Avoid
:
Updated:
Critical Advice when Selecting a Trustee
:
Updated:
When a Beneficiary Passes Away before a Testator in New York
:
Updated:
New York Publicity Law and Estate Planning
:
Updated:
Advice on Estate Planning for New York Farm Families
:
Updated:
Deciding on a New York Home Funeral
:
Updated:
Difficulties that Can Arise with Guardianship
:
Updated:
Estate Conflicts in Close-Knit Families
:
Updated:
Anticipating the Role of Electronic Wills
:
Updated:
Deciding Whether to Create a Trust for Children
:
Updated:
3 Tips for Reading a Trust
:
Updated:
2 Estate Planning Lessons from Recent Cases
:
Updated:
Updating Your Estate Plan around Divorce
:
Updated:
Making the Most of Your 401(k) in 2020
:
Updated:
What To Do if There’s No to Receive Your Assets
:
Updated:
What New Jersey’s Aid-In Dying Law Means for Estate Planning
:
Updated:
Tips on Implementing Your Digital Life into your Estate Plan
:
Updated:
Advice on Passing on Ownership in Family Businesses
:
Updated:
Deciding which IRA Works Best for You
:
Updated:
Deciding What Role Your Home Plays in Estate Planning
:
Updated:
Utilizing Reverse Mortgage in Estate Planning
:
Updated:
Estate Planning Strategies to Utilize Before the End of the Year
:
Updated:
Options if You Disagree with Estate Distribution: Lessons from In Re: Estate of Krasinski
:
Updated:
Estate Planning Documents All College Students Need
:
Updated:
Disinheritance Following a Second Marriage
:
Updated:
How to Stop Procrastinating and Write Your Estate Plan
:
Updated:
How to Better Prepare Your Family for the Unanticipated
:
Updated:
Estate Planning Errors You Need to Avoid
:
Updated:
Using Irrevocable Life Insurance Trusts to Avoid Estate Taxes
:
Updated:
4 Tips for Managing Digital Assets
:
Updated:
The Challenges and Advantages of Creating a Trust
:
Updated:
Exemptions to the Bankruptcy Marital Exception
:
Updated:
How to Better Protect Your Assets from Creditors: Lessons from In Estate of Holdaway
:
Updated:
Advantages of Non-traditional Estate Planning Tips
:
Updated:
How to Stop Hesitating and Finally Write Your Estate Plans
:
Updated:
How Beneficiary Designations Can Complicate Your Estate Plan
:
Updated:
Steps to Take before Death or Disability
:
Updated:
Estate Planning Documents Every Young Child Needs
:
Updated:
Understanding the Role of Trust Protectors
:
Updated:
How is Inheritance Tax Different from Estate Tax?
:
Updated:
Advice on Handling Specific Bequests in Wills
:
Updated:
What You Should Know About the New York Survivor’s Benefit Program
:
Updated:
Important Estate Planning Steps to Take after a Parent’s Death
:
Updated:
Why More than Wills Are Necessary for Estate Planning
:
Updated:
Estate Planning Strategies for Couples without Children
:
Updated:
Estate Planning Advice for Millenials
:
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New Estate Planning Topics You Should Know About
:
Updated:
How to Reduce the Risk of Revocable Trust Litigation
:
Updated:
Estate Planning and 529 Plans
:
Updated:
Should Medicaid Planning Be Included in Your Estate Plan?
:
Updated:
A Quick Guide to New York MOLST Forms
:
Updated:
Advice from Sveen v. Melin on the Importance of Beneficiary Designations
:
Updated:
Lessons from Groucho Marx: Reducing the Risk of Elder Abuse
:
Updated:
Estate Planning Challenges Faced by Unmarried Couples
:
Updated:
The Elements of a Successful Inheritance Trust
:
Updated:
Estate Planning and Cryptocurrency
:
Updated:
4 Pieces of Advice on Selecting an Executor
:
Updated:
What Are Marital Trusts?: Lessons learned from Comptroller v. Taylor
:
Updated:
Lessons Learned from In re Peter Val Preda Trusts
:
Updated:
Issues to Consider before Creating a Living Will
:
Updated:
Estate Planning and Alzheimer’s
:
Updated:
4 Retirement Mistakes You Should Avoid
:
Updated:
Estate Planning after the Death of a Spouse
:
Updated:
A Quick Guide to the SECURE Act
:
Updated:
Advice on Estate Planning for Children
:
Updated:
What Happens to Digital Currency following Death
:
Updated:
Estate Planning Issues for Couples who Marry Later in Life
:
Updated:
Spotting Common Errors Associated with Estate Planning
:
Updated:
Tips on Keeping Estate Planning Documents Safe
:
Updated:
Reasons to Routinely Update Beneficiary Designations
:
Updated:
Irrevocable Trusts and Divorce: Words of Caution
:
Updated:
Important Details You Should Know about Federal Estate Tax
:
Updated:
Divorce and Estate Planning: Advice to Follow
:
Updated:
Lessons Learned from Northport Health Services v. Posey
:
Updated:
A Quick Guide to Revocable Trusts
:
Updated:
How to Retain Control over Medical Decisions if You Become Incapacitated
:
Updated:
Estate Planning Advice for Remarried Individuals
:
Updated:
Deciding what State Law Should Apply to Your Trust
:
Updated:
Is Aging in Place the Best Option for You?
:
Updated:
The Role of Irrevocable Trusts: Taking Steps to Ensure that Loved Ones Receive Assets
:
Updated:
Supreme Court Hears Estate Planning Case
:
Updated:
Important Things to Know about Estate Planning: Lessons from Gonzalez v. City National Bank
:
Updated:
Avoiding Confusion about a Family Plot
:
Updated:
Recognizing the Common Mistakes that People Make with IRA Accounts
:
Updated:
5 Pieces of Estate Planning Advice for People Without Children
:
Updated:
Misconceptions about Power of Attorney
:
Updated:
Things to Consider when Selecting a Person for Power of Attorney
:
Updated:
Advice on Successful Family Meetings after Divorce
:
Updated:
Common Type of Estate Planning Mistakes (and How to Avoid Them)
:
Updated:
Turcott v. Estate of Clarence D. Bates: Unjust Enrichment and How to Avoid It
:
Updated:
Advice on Funding Special Needs Trusts
:
Updated:
The Role of Handwritten Wills
:
Updated:
Reasons to Consider Creating a Trust
:
Updated:
Advice on Selecting a Digital Asset Guardian
:
Updated:
Important Considerations in the Removal of an Administrator or Executor
:
Updated:
Estate Planning and Assisted Reproductive Technology
:
Updated:
Defining Undue Influence: Lessons Learned from Portland Museum of Art v. Germain
:
Updated:
6 Things You Should Know about Pet Trusts
:
Updated:
Advice on Navigating 5 Common Estate Planning Emotional Blocks
:
Updated:
Estate Planning Advice for Single Parents
:
Updated:
Estate Planning after Marriage or Divorce
:
Updated:
Planning Ahead: Estate Planning and Beneficiary Designations
:
Updated:
Advice on Avoiding Estate Planning Fraud
:
Updated:
Estate Planning Advice for Investors
:
Updated:
Lessons Learned from Hegadorn v. Dept. of Human Services
:
Updated:
Common Lies that People Hear about Estate Planning
:
Updated:
Avoiding the Common Errors Presented by Online Estate Planning Documents
:
Updated:
Examining the Truth behind 4 Long Lasting Estate Planning Myths
:
Updated:
Five Things to Share about Your Estate Plan
:
Updated:
5 Reasons to Make Sure Your Estate Plan is Routinely Updated
:
Updated:
The Basics: 6 Common Estate Planning Errors to Avoid
:
Updated:
How, Why, and When: On Revising an Estate Plan
:
Updated:
Using Trusts as an Alternative to Wills
:
Updated:
Recognizing Current Challenges to Estate Planning
:
Updated:
Tips on Avoiding Will Writing Errors
:
Updated:
The Dangers of Do It Yourself Estate Planning
:
Updated:
5 Essential Steps of Quick Estate Planning
:
Updated:
Lessons on Emergency Guardians from Gavin v. Loeffelbein
:
Updated:
Complex Issues involving Marijuana and Estate Planning Intersect
:
Updated:
Lessons on Domicile from In re Estate of Helms
:
Updated:
Think Twice about Do It Yourself Estate Planning Tools
:
Updated:
Advice on Avoiding Probate from Jones v. Brewster
:
Updated:
A Reminder on Non Charitable Deductions from Dieringer v. Commissioner
:
Updated:
How to Reduce the Risks Associated with Estate Planning
:
Updated:
Pro Se Proceedings Advice after Pappas v. Phillip Morris Inc.
:
Updated:
Key Things to Know about Medicaid Spend Down
:
Updated:
Estate Planning Scams about which You Should Be Aware
:
Updated:
Estate Planning Details to Always Disclose to Your Estate Planning Advisor
:
Updated:
NY Estate Planning Strategies for Single Individuals
:
Updated:
What Does It Meant to Decant a Trust?
:
Updated:
Important Things to Remember about Estate Plans
:
Updated:
Estate Planning Advice when You Dislike an In-Law
:
Updated:
Recognizing the Importance of Life Insurance
:
Updated:
The Difference between Roth and Traditional IRAs
:
Updated:
Estate Planning with Digital Assets
:
Updated:
Why Estate Planning is Critical Even If You Don’t Have Children
:
Updated:
People with Few Assets May Still Benefit From a Trust
:
Updated:
Reminders: Reasons to Create an Estate Plan
:
Updated:
Tips on Picking a Personal Representative
:
Updated:
Are Electronic Wills the Wave of the Future?
:
Updated:
The Advantages Asset Protection Trusts in New York
:
Updated:
The Basics: Estate Planning Issues for Same Sex Couples
:
Updated:
Popular Estate Planning Strategies That Can Lower Your Taxes
:
Updated:
Advice when Estate Planning for Someone with Brain Damage
:
Updated:
Creating Estate Plan for Your Pets
:
Updated:
Important Estate Plan Considerations as You Begin 2019
:
Updated:
Signs it is Time to Revise Your Estate Planning Documents
:
Updated:
Reasons to Think Twice about Do It Yourself Estate Plans
:
Updated:
Legal Basics: Questions a NY Estate Planning Lawyer Can Help You Address
:
Updated:
What to Consider When Funeral Pre Planning Is Involved
:
Updated:
Commonly Asked Questions about 529 College Plans
:
Updated:
Senator Bernie Sanders Proposes 77 Percent Estate Tax on Ultra-Wealthy Estates
:
Updated:
The Basics: Alternatives to Litigation Over an Estate
:
Updated:
Top Republican Senators Propose Repealing Estate Tax
:
Updated:
Can New York Probate Judges Reject Parts of a Last Will and Testament?
:
Updated:
New York Surrogate’s Court reverses Tax Department penalty on QTIP Trust
:
Updated:
NY Elder Law Estate Planning: Medicare to expand in-home health service options for seniors in 2019
:
Updated:
IRS Sets Higher Estate and Gift Tax Limits for 2019
:
Updated:
Where Do I Start? Basics to Include in your Estate Plan
:
Updated:
Overcoming Excuses for Not Having an Estate Plan
:
Updated:
Common Estate Planning Mistakes (And How to Avoid Them)
:
Updated:
Tips for Managing a Family Pot Trust in New York
:
Updated:
Study Suggests Older Adults are Not Taking their Prescribed Antidepressants
:
Updated:
Report Suggests Congress Considering Multi-billion Dollar Bailout for Troubled Pensions
:
Updated:
Combined Financial, Estate, and Legacy Planning
:
Updated:
Dead Man Walking or Dead Man’s Statute?
:
Updated:
New York DTF Investigation into the Trump Estate
:
Updated:
Trump Tax Conundrum Will Likely Lead to Estate Rule Reform
:
Updated:
Why Millennials are Estate Planning Early
:
Updated:
The Estate Risks of Nuncupative Will Formation
:
Updated:
Estate Planning for Entrepreneurs and Founders, Part 3: Advanced Wealth and Estate Transfer
:
Updated:
Estate Planning for Entrepreneurs and Founders, Part 2: Business Continuity and Share Transfer
:
Updated:
Estate Planning for Entrepreneurs and Founders
:
Updated:
New York Estate Tax Law Refunds and Future Tax Savings Offered by QTIP Trusts
:
Updated:
QTIP Trust Protects the Interests of Inheriting Children from Preceding Marriages
:
Updated:
Trusts and Estates Planning for Same-Sex Couples
:
Updated:
The Reinvestment Benefits of Viatical Settlement
:
Updated:
Why a Life-care Policy is a Value-added Investment
:
Updated:
Jackpot!: Irrevocable Life Insurance Trust Planning
:
Updated:
Euthanasia and Estate Planning
:
Updated:
Prudential Authority within Offshore and U.S. Trust Laws
:
Updated:
Specifying “End of Life” Instructions in Estate Planning Documents
:
Updated:
New York Homestead Exemption and Probate
:
Updated:
FINRA Reforms Affect Existing Estate Plans
:
Updated:
Gun Owner Assets and Estate Liability
:
Updated:
New York DTF Valuation Standards and Estate, Part III: Avoiding Errors of Omission or Commission
:
Updated:
New York DTF Valuation Standards and Estate, Part II: The Appraisal Process
:
Updated:
New York DTF Valuation Standards and Estate, Part I: Valuation Standards
:
Updated:
The Advantages of the Revised UFADAA for Estate Planning
:
Updated:
Publicity and Estate Rights to Copyright and Trademark
:
Updated:
Mendieta Estate v. Amazon Studios
:
Updated:
The Estate Advisor’s Role under the Revised UFADAA
:
Updated:
The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA
:
Updated:
Why Estate Planning is Essential for Non-tax Purposes
:
Updated:
The Benefits of Tax-exempt Institutional and State-sponsored Contribution Plans
:
Updated:
International Trust Estate Planning a ‘Clifford Trust’
:
Updated:
Recent Regulatory Changes Affecting Cryptocurrency Investors
:
Updated:
Cryptocurrency Risk: High Exposure Asset or Retirement Fund Disaster?
:
Updated:
Protecting Your Estate from Investment Scams
:
Updated:
SOLD!: Fiduciary Liquidation of Property Assets
:
Updated:
Implication of ARTs Within New York Inheritance Law
:
Updated:
Fine Art Estate Asset Liquidation Within Estate Tax Law
:
Updated:
Probating a Will When the Original Document is Absent
:
Updated:
The Truth About Decedent Credit Card Debt
:
Updated:
When a Bankruptcy Trustee is Appointed by the Court
:
Updated:
How High Wealth Investors Can Benefit from Unit Investment Trusts
:
Updated:
Cannabis Assets and Estate Planning
:
Updated:
An Estate Planner’s Guide to “Cultural Property” Rights
:
Updated:
Planning an Effective Trust Diversification Strategy
:
Updated:
FIRRMA Expands CFIUS Oversight of Foreign Investor ATS Declarations
:
Updated:
Protecting Your Inheritance from RICO Violations
:
Updated:
The New Rules to International Estate Planning
:
Updated:
Foreign Pension Plan Contribution and Taxation
:
Updated:
Financial Capacity the Key to Avoiding Probate Controversy
:
Updated:
FAPT vs. DAPT: The Comparative Advantages of Trust Asset Protections
:
Updated:
Estate Enrichment from Wrongful Death Compensation
:
Updated:
Military Pension Apportionment and Divorce
:
Updated:
How Significant is the Initial Hearing of a Contested Will?
:
Updated:
Recent Changes to Internal Revenue Service AFRs for Gifts and Estates
:
Updated:
Avoiding Probate in New York
:
Updated:
The Tax-exempt Benefits of Spousal Rollover IRAs
:
Updated:
Research Shows Link Between Anxiety in Middle Age and Dementia Later in Life
:
Updated:
How Will the New Tax Bill Impact Older Americans?
:
Updated:
Analysis Suggests Medicare Prices Could Skyrocket 200 Percent for Some Retirees
:
Updated:
More Nursing Homes Becoming Pet Friendly
:
Updated:
States Worried that Association Health Plans Could Lead to Fraud
:
Updated:
Report Shows Social Security Assets will Face Massive Funding Deficit in 2022
:
Updated:
Seniors Paying More for Generic Drugs Despite Steady Prices
:
Updated:
Federal Regulators Issue Warning on Antipsychotic Drug Used in Nursing Homes
:
Updated:
Survey Shows Family Caregivers Strained by Duties
:
Updated:
Tax Law Overhaul Lead to Substantial Employer Pension Contributions in 2017
:
Updated:
University Poll Shows Elders are Slow to Use Health Care Provider’s Online Access Portals
:
Updated:
Proposed Bills Could Help Americans Save for Their Retirement
:
Updated:
Intellectual Property and Estate Planning
:
Updated:
What are the Legal Rules to Estate Investment Robo-advisory Services?
:
Updated:
The Law of Incapacitated Parties and Probate
:
Updated:
Doctrine of Revocation: Estate planning and the Rules to Spousal Inheritance Post-divorce in New York
:
Updated:
How ERISA Rules Protect your Estate from Attachment
:
Updated:
Estate Bitcoin Assets Taxable End to “Like Kind Exchange”
:
Updated:
What Happens When a Wrongful Death or Survival Action is Filed on Behalf of a Decedent’s Estate?
:
Updated:
How the Uniform Disposition of Community Property Rights at Death Act Affects Spousal Maintenance
:
Updated:
Estate Planning to Protect Partnership Assets from Taxation
:
Updated:
“No Will” Probate Intestate Succession in New York
:
Updated:
Consequences of Decedent Debt in a Probate Matter
:
Updated:
Regulators Investigating Nursing Homes for Unjustified Evictions
:
Updated:
Important First Steps for Executors Filing a Will in Probate Court
:
Updated:
Government Accountability Office Report Says Evaluations on CMS Experiments are Incomplete
:
Updated:
Study Suggest creating a “Bucket List” Can Help with End of Life Care Decisions
:
Updated:
Checklist for Reviewing Your Estate Plan
:
Updated:
Turning Down an Inheritance
:
Updated:
The Role of a Trust Protector
:
Updated:
Planning for Incapacity
:
Updated:
Talking to Your Spouse About Estate Planning
:
Updated:
Potential Changes for Retirees Could Mean Changes for Your Estate Plan
:
Updated:
Stepmothers and Estate Plans
:
Updated:
Late-In-Life Divorce Challenges and Your Estate Plan
:
Updated:
Life Insurance and the Estate Tax
:
Updated:
Preventing Disagreements from Unraveling Your Estate Plan
:
Updated:
Warning Signs of Disagreements Over Your Estate Plan
:
Updated:
The Importance of Business Succession Plans
:
Updated:
Addressing College Costs in Your Estate Plan
:
Updated:
Choosing an Estate Planning Attorney
:
Updated:
Royalties and Estate Planning
:
Updated:
The Basics of Selling Inheriting Real Estate
:
Updated:
Understanding the Inheritance Tax
:
Updated:
Divorce and Planning Ahead
:
Updated:
Understanding ABLE Accounts
:
Updated:
New Year, New Approach to Estate Planning
:
Updated:
College Savings Plans and Estate Planning
:
Updated:
Loans to Family Members Can Affect Your Estate
:
Updated:
The Role of a Second-to-Die Life Insurance Policy
:
Updated:
The Importance of Domicile on Estate Planning: Avoiding Double Taxation
:
Updated:
Financial Risks to Your Estate
:
Updated:
Estate Planning Is for Everyone
:
Updated:
Estate Planning and Funeral Arrangements
:
Updated:
Debt and Estate Planning
:
Updated:
Exploring Medicaid Trusts
:
Updated:
Trusts as Retirement Account Beneficiaries
:
Updated:
Estate Planning and Addiction
:
Updated:
Basic Steps in Creating a Trust: Part Two
:
Updated:
Basic Steps in Creating a Trust: Part One
:
Updated:
Asset Transfers from Trusts Abroad
:
Updated:
Understanding Survivor Benefits
:
Updated:
Do All Trusts Avoid Probate?
:
Updated:
The Impact of Tax Cuts on Estate Planning
:
Updated:
Smaller Inheritances on the Horizon?
:
Updated:
Financial Mistakes Made Now Could Significantly Impact Your Estate Plan
:
Updated:
Charitable Giving and Estate Planning
:
Updated:
Accessing Safe Deposit Boxes
:
Updated:
Kinship Law in New York
:
Updated:
Increased Medicare B Costs May Consume More of Social Security Adjustments
:
Updated:
Estate Planning for Young Families
:
Updated:
The Importance of Digital Assets in Estate Plans
:
Updated:
Common Myths About Estate Planning
:
Updated:
Three Estate Planning Tips for Blended Families
:
Updated:
Understanding Holographic Wills
:
Updated:
Missteps with Retirement Withdrawals May Significantly Impact Your Estate Plan
:
Updated:
Unique Estate Planning Concerns for Women
:
Updated:
Understanding Required Minimum Distributions
:
Updated:
Rising Healthcare Costs Could Impact Your Estate Plan
:
Updated:
Wealth Advisors and Estate Planning
:
Updated:
Important Reminders When Planning for Your Pets
:
Updated:
Tips for Sharing Your Estate Plan with Family
:
Updated:
Tips on Talking to Parents About Inheritances
:
Updated:
Roth IRAs and Your Heirs’ Taxes
:
Updated:
Estate Planning Concerns for Same-Sex Couples
:
Updated:
Preventing Undue Influence in a Will
:
Updated:
Estate Planning and Prenuptial Agreements
:
Updated:
Potential Issues with Joint Bank Accounts
:
Updated:
Estate Planning and Identity Theft
:
Updated:
Benefits of an Irrevocable Trust
:
Updated:
Recognizing a Fraudulent Will: Part Two
:
Updated:
Recognizing a Fraudulent Will: Part One
:
Updated:
Trusts Are More Accessible Than You Might Think
:
Updated:
Important Steps to Take After a Loss: Part 2 – Within Six Months
:
Updated:
Important Steps to Take After a Loss: Part 1 – Immediately
:
Updated:
529 College Savings Plans and Estate Planning
:
Updated:
Estate Planning for Your Pets
:
Updated:
Do Not Forget Yourself in Your Estate Plan
:
Updated:
Medicaid and Estate Planning
:
Updated:
Tips for Choosing the Right Executor or Trustee
:
Updated:
Micro-Living and Your Estate Plan
:
Updated:
Limitations of Life Insurance
:
Updated:
Basics of International Wills
:
Updated:
The Basics – Understanding Dynasty Trusts
:
Updated:
Estate Planning and Foreign Assets
:
Updated:
The Importance of Flexibility in Estate Planning
:
Updated:
New York Voluntary Administration
:
Updated:
Improving the Impact of Wealth Transfers
:
Updated:
Are Trusts Useful Without the Estate Tax?
:
Updated:
Estate Plans for Unmarried Couples
:
Updated:
Estate Planning for Incapacity
:
Updated:
Avoiding Claims of Undue Influence
:
Updated:
Estate Planning and Retiring Abroad
:
Updated:
Tips for Planning End-of-Life Care
:
Updated:
Estate Planning When You Do Not Have Children
:
Updated:
Choosing the Right Beneficiaries
:
Updated:
Empowering Your Power of Attorney
:
Updated:
IRA Trusts as a Protective Measure
:
Updated:
Non-Spouse IRA Inheritance
:
Updated:
Anticipating Tax Reform with Your Estate Planning Strategies
:
Updated:
The Difference Between a Trust and Payable on Death
:
Updated:
Estate Planning and Online Accounts
:
Updated:
Biggest Mistakes in Estate Planning: Part III
:
Updated:
Biggest Mistakes in Estate Planning: Part II
:
Updated:
Biggest Mistakes in Estate Planning: Part I
:
Updated:
Owning Property Outside of a Trust Can Be Dangerous
:
Updated:
Preserving Real Estate Assets for Your Heirs
:
Updated:
Does a Crummey Trust Have a Place in Your Estate Plan?
:
Updated:
Tips When Considering Estate Planning
:
Updated:
Tips for Avoiding a Will Contest
:
Updated:
Removing a Trustee in New York
:
Updated:
Roth IRAs and Estate Planning
:
Updated:
Estate Planning and Buy-Sell Agreements for Your Business
:
Updated:
Tips for Selecting a Guardian for Minor Children
:
Updated:
Estate Planning and Private Annuities
:
Updated:
Changes to the Estate Tax Lien Process
:
Updated:
Understanding Donor Advised Funds
:
Updated:
Long-Term Care Insurance and Estate Planning
:
Updated:
Estate Planning and Debt
:
Updated:
Fives Ways to Protect Your Estate Plan
:
Updated:
Don’t Discount Social Security in Estate Planning
:
Updated:
Estate Tax Portability Elections and Extensions
:
Updated:
Beneficiary Forms and Estate Planning
:
Updated:
Millennials and Estate Planning
:
Updated:
Business Ownership and Estate Planning: Recapitalization
:
Updated:
Creating a New York Health Care Proxy
:
Updated:
How Does it Work – Funeral Planning
:
Updated:
Estate Planning Reminder – Planning for Pets
:
Updated:
GRATs and GRUTs
:
Updated:
Protecting Your Assets from Creditors
:
Updated:
Navigating Special Needs Trusts
:
Updated:
Estate Planning and Intellectual Property
:
Updated:
Donating Real Estate to Charity
:
Updated:
Understanding the Law – Relocating a Trust
:
Updated:
Thinking Ahead: Taking Estate Planning Seriously
:
Updated:
What Happens to Your IRA When You Pass Away?
:
Updated:
Tips to Minimize Fighting Over Your Estate Plan
:
Updated:
The Role of Trusts for Foreign Parents of U.S. Children
:
Updated:
When Equal Estate Distribution Isn’t Necessarily Fair
:
Updated:
Digital Property and Estate Planning
:
Updated:
Seven Estate Planning Actions to Consider Taking This Year
:
Updated:
Differences Between a Living Will and Healthcare Proxy
:
Updated:
Common Ways to Transfer Property After Death
:
Updated:
The Role of the Executor
:
Updated:
Fixing a Broken Trust
:
Updated:
Including Asset Protection Clauses in Your Estate Plan
:
Updated:
The Basics of a Revocable Trust
:
Updated:
Follow-up Care for Your Estate Plan
:
Updated:
Back to the Basics – New York Intestate Succession
:
Updated:
Potential Changes to the Federal Estate Tax and What They Could Mean for You
:
Updated:
Important Estate Planning Considerations for Business Owners
:
Updated:
Are You Subject to the Estate and/or Gift Tax?
:
Updated:
Life Estates and the Generation-Skipping Transfer Tax
:
Updated:
Important Reasons to Revise Your Estate Plan
:
Updated:
Changes in Retirement Could Mean Changes to Your Estate Plan
:
Updated:
Social Security and Your Estate
:
Updated:
Protecting Yourself from Elder Financial Abuse
:
Updated:
Back to the Basics – Pet Trusts
:
Updated:
Three Common Dangers of Do-It-Yourself Wills
:
Updated:
Back to the Basics – Probate and Non-Probate Assets
:
Updated:
Common Reasons to Contest a Will
:
Updated:
Exploring Legacy Planning
:
Updated:
Medicaid & New Healthcare Plans
:
Updated:
The Federal Reserve Raises Rates – What It Will Affect?
:
Updated:
Company Claims to Sell Social Security Numbers
:
Updated:
Can Elderly Parents Be Claimed as Dependents?
:
Updated:
The Charitable Estate: Charitable Remainder Trusts
:
Updated:
The Charitable Estate: Lifetime Giving
:
Updated:
The Charitable Estate: Qualified Funds While During Your Lifetime
:
Updated:
Tax Identification Numbers For Trusts
:
Updated:
Here Comes the Estate Plan – Estate Planning For Newlyweds
:
Updated:
Executors, Trustees and Powers of Attorney: Blessing or Curse?
:
Updated:
The Pros and Cons of Adding Your Adult Child to Your Bank Account
:
Updated:
The Impact of Long Term Care, Caregivers and Your Aging Parent’s Estate
:
Updated:
Estate Planning and Longevity
:
Updated:
Choosing the Right Estate Planning Attorney for You
:
Updated:
Making Your Estate Plan Your Own
:
Updated:
Inheriting Partial Ownership
:
Updated:
Inheriting IRAs: A Legacy Full of Potential Pitfalls
:
Updated:
What’s In a Name: Choosing a Name for Your Trust
:
Updated:
Back to Basics: Estate Planning Vocabulary
:
Updated:
Female Focused Estate Planning: Long-Term Care
:
Updated:
Estate Planning for the Single & Childless
:
Updated:
Estate Planning & Financially Dependent Adult Children
:
Updated:
Female Focused Estate Planning: Distributing Assets
:
Updated:
Female Focused Estate Planning: Parental Plans
:
Updated:
Back to Basics: How to Include Health Care in Your Estate Plan
:
Updated:
Back To Basics: Steps To Take Following The Death Of A Loved One
:
Updated:
The Insolvent New York Estate
:
Updated:
What Assets Go Through Probate In New York?
:
Updated:
IRS Allows Trust Modification Without Forfeiting Exemption
:
Updated:
The Danger of Unrestricted Bequests and Gifts
:
Updated:
IRS Rules Now Reflect Updated Same Sex Marriage Rulings
:
Updated:
What You Need To Know About Multinational Estate Planning
:
Updated:
Estate Planning – Learning From Gene Wilder
:
Updated:
Planning Your Marriage And Estate Starts With A Prenuptial Agreement
:
Updated:
Back to Basics: Your First Estate Planning Meeting
:
Updated:
Future Federal Estate Tax May Look Different Depending On Our Next President
:
Updated:
Ademption: A Stumbling Block To Your Estate Plan
:
Updated:
Back To Basics: Preventing Will Contests
:
Updated:
Keeping Your Life and Assets Private
:
Updated:
Qualifying Your Charitable Remainder Annuity Trust
:
Updated:
Understanding Testamentary Capacity Under New York Law
:
Updated:
Estate Planning Under 40: Why You Need It
:
Updated:
Protecting Assets From Previous Marriages And Yourself
:
Updated:
Life Insurance and Business Succession Planning
:
Updated:
No One’s Favorite Inheritance
:
Updated:
IRS Proposal To Overturn Common Asset Valuation Planning Met With Fierce Resistance
:
Updated:
Back To Basics: Witnesses and Your Will
:
Updated:
Springing and Durable Powers of Attorney
:
Updated:
The Rapidly Disappearing Inheritance
:
Updated:
The Power To Establish A New Domicile
:
Updated:
Estate Plan or Wealth Transfer Plan?
:
Updated:
Highs or Lows: Which is Best When Valuing Art and Collectibles?
:
Updated:
Determining Incapacity in New York
:
Updated:
Planning For Your Fluffiest Assets
:
Updated:
Back To Basics: Where To Keep Your Estate Plan
:
Updated:
Gifts to the Dead in New York: Are They Still Effective?
:
Updated:
What Happens if my Beneficiary Turns Down My Bequest?
:
Updated:
Disinheriting Your Spouse? Not So Under New York Law
:
Updated:
Understanding Joint Ownership with Rights of Survivorship
:
Updated:
Revoking Your New York Will
:
Updated:
Prince’s Estate Slowly Rolls Forward
:
Updated:
Back to Basics: Funeral Instructions as Part of Your Estate Plan
:
Updated:
Protecting Those in New York Nursing Homes from Elder Abuse in their Autumn Years
:
Updated:
Ensuring Your Special Needs Trust Stays a Special Needs Trust
:
Updated:
Float like a Butterfly, Sting like a Contested Estate: Muhammad Ali’s Unhappy Heirs
:
Updated:
Back to Basics: Deciding Who Will Inherit from Your Estate
:
Updated:
Hollywood Tragedy: A Life Lost Unexpectedly
:
Updated:
Keep It Close or Outsource It: New York Corporate Trustees
:
Updated:
Back to Basics: Discussing Death and Your Estate In New York
:
Updated:
Family Feud Forever: Dr. King’s Family Squabbles Continue
:
Updated:
Prince’s Possible Progenies
:
Updated:
What’s In a Name? Publicity Rights of Deceased Celebrities
:
Updated:
Back to Basics: No Contest Clause in New York Wills
:
Updated:
New York’s Family Health Care Decisions Act
:
Updated:
PROTECTING YOUR INDIVIDUAL RETIREMENT ACCOUNT FROM CREDITORS
:
Updated:
PROPOSALS TO LIMIT THE GENERATION SKIPPING TRANSFER TAX EXEMPTION
:
Updated:
BACK TO THE BASICS – HOW TO BE AN EXECUTOR
:
Updated:
WHAT DOCUMENTS TO KEEP AND WHAT TO SHRED
:
Updated:
HOW TO HELP YOUR EXECUTOR
:
Updated:
DYNASTY TRUST REEXAMINED
:
Updated:
BACK TO THE BASICS – MEDICAID PENALTY PERIOD
:
Updated:
AMERICAN BANKERS ASSOCIATION – SAFE BANKING FOR SENIORS
:
Updated:
DIGITAL ACCOUNTS AND PLANNING
:
Updated:
ANOTHER CELEBRITY PASSES WITHOUT A WILL
:
Updated:
NEW YORK’S INTESTACY LAWS
:
Updated:
NEW IRS FORM TO REPORT BASIS
:
Updated:
CREDITORS OF AN ESTATE
:
Updated:
ESTATE PLANNING FOR THE NEVER MARRIED
:
Updated:
SELF CANCELLING INSTALLMENT NOTE
:
Updated:
MORE ON ESTATE PLANNING FOR THE FARMER
:
Updated:
WILL DOES NOT REVOKE PREVIOUS TRANSFER OF PROPERTY TO TRUST
:
Updated:
WHAT IS TESTAMENTARY CAPACITY
:
Updated:
SPLIT ANNUITY FOR ESTATE PLANNING
:
Updated:
REQUIRED MINIMUM DISTRIBUTION
:
Updated:
JOINT SPOUSAL TRUST
:
Updated:
ESTATE PLANNING FOR NEW YORK’S ESTATE TAX
:
Updated:
HOW TO ASSURE AN ESTATE BATTLE
:
Updated:
UNDUE INFLUENCE IN PROBATE
:
Updated:
WHAT IS A CRUMMEY TRUST
:
Updated:
GENERATION SKIPPING TRANSFER TAX
:
Updated:
REASONS FOR LEAVING AN IRA TO A TRUST VERSUS IN A WILL
:
Updated:
TAXATION OF TRUSTS
:
Updated:
THE CLAT – STRANGE NAME, GREAT PLAN
:
Updated:
GUN TRUSTS: PROPER AND LEGAL TRANSFER OF FIREARMS
:
Updated:
UNDERSTANDING THE SUPERFUND A 529 ACCOUNT
:
Updated:
LAND TRUSTS AS PART OF ESTATE PLANNING
:
Updated:
ESTATE PLANNING FOR THE ARTIST
:
Updated:
MONEY IN IRA MAY BE LEFT DIRECTLY TO HEIRS OR TO TRUSTS
:
Updated:
ABC TRUST PLANNING – WILL IT BE A BURDEN?
:
Updated:
IRS ART ADVISORY PANEL
:
Updated:
ESTATE PLANNING FOR FAMILY OWNED FARMS
:
Updated:
TRUST MODIFICATION IN NEW YORK
:
Updated:
WRONGFUL DEATH LAWSUIT AS PART OF PROBATE ESTATE
:
Updated:
WHAT HAPPENS IF MY HEIRS OR BENEFICIARIES PASS AWAY AT THE SAME TIME AS ME?
:
Updated:
WHAT HAPPENS IN MY HEIR PASSES AWAY BEFORE ME?
:
Updated:
INHERITANCE RIGHTS OF ADOPTIVE CHILDREN
:
Updated:
THE GRAT – GRANTOR RETAINED ANNUITY TRUST – NOT JUST A TOOL FOR THE UBER WEALTHY
:
Updated:
GENERATION SKIPPING TRANSFER TAX
:
Updated:
UNDERSTANDING HEALTH SAVINGS ACCOUNTS
:
Updated:
NOT JUST ANOTHER CELEBRITY ESTATE
:
Updated:
INHERITING A ROTH IRA ACCOUNT
:
Updated:
BACK TO THE BASICS – INHERITING AN IRA
:
Updated:
HOW TO WRAP UP THE AFFAIRS OF A SPECIAL NEEDS TRUST?
:
Updated:
UNDERSTANDING CELEBRITY BONDS
:
Updated:
DEAD IN ABSENTIA LAWS
:
Updated:
FEDERAL COURT EXCEPTION TO PROBATE JURISDICTION
:
Updated:
ARBITRATION CLAUSES IN WILL OR TRUST
:
Updated:
PLANNING FOR MARRIED MEDICAID APPLICANT’S COMMUNITY SPOUSE – COMMUNITY SPOUSE INCOME
:
Updated:
BACK TO BASICS: WRAP AROUND PLAN FOR ALL CONTINGENCIES – ADVANCED MEDICAL DIRECTIVES
:
Updated:
SINGLE PARENT ESTATE PLANNING – STANDBY GUARDIANSHIP SUBSTITUTE FOR CUSTODY ORDER
:
Updated:
INTENTIONALLY DEFECTIVE GRANTOR TRUSTS ARE ANYTHING BUT BUSTED OBJECTIVES OF THE TRUST
:
Updated:
DISINHERITED HEIRS NOT ALWAYS A SURPRISE
:
Updated:
EQUITABLE ADOPTION IN INTESTACY CASES ALL BUT THE ORDER SIGNED
:
Updated:
PRETERMITTED OR OMITTED CHILDREN NOT ADDRESSED IN A WILL
:
Updated:
LET GO OF MY INHERITANCE – INTERFERENCE WITH AN EXPECTANCY
:
Updated:
PROBATE OF VACATION HOMES AND PROPERTY OUTSIDE STATE
:
Updated:
HOW REVOCABLE IS MY IRREVOCABLE TRUST
:
Updated:
ESTATE PROPERTY INCLUDES TAX RETURNS DUE
:
Updated:
INVALIDATING A WILL
:
Updated:
BACK TO THE BASICS – SPECIAL NEEDS TRUSTS
:
Updated:
INHERITING A LEASE
:
Updated:
ANTICIPATED CHANGES IN IRS RULES REGARDING FAMILY BUSINESS VALUATIONS
:
Updated:
INHERITANCE RIGHTS OF POSTHUMOUSLY CONCEIVED CHILDREN
:
Updated:
ESTATE TAX CARRYOVER FOR SURVIVING SPOUSE
:
Updated:
QUALIFIED TERMINABLE INTEREST PROPERTY TRUST
:
Updated:
DISCRETIONARY TRUSTS
:
Updated:
ASSUMPTION OF POTENTIAL TAX LIABILITY MAY AFFECT ESTATE PLANNING
:
Updated:
WHAT DOES THE DEPARTMENT OF LABOR HAVE TO DO WITH MY RETIREMENT?
:
Updated:
WHEN YOUR ATTORNEY IS A POTENTIAL WITNESS IN SURROGATE COURT
:
Updated:
FINE ART, ANTIQUES AND OTHER COLLECTIBLES IN ESTATE PLANNING
:
Updated:
PLANNING FOR YOUR PETS IN YOUR ESTATE
:
Updated:
ADULT ADOPTION FOR ESTATE PLANNING
:
Updated:
LACKING IN MENTAL CAPACITY AND FAMILY, WHO DECIDES
:
Updated:
WHAT OF MY ESTATE PLANNING IF MOVE TO ANOTHER JURISDICTION?
:
Updated:
CAN AN HEIR BORROW AGAINST INHERITANCE?
:
Updated:
INTELLECTUAL PROPERTY IN ESTATE PLANNING
:
Updated:
Back to the Basics – Probate Administration
:
Updated:
Power of Attorney Should Complement Your Will
:
Updated:
Back to the Basics – Wills and the Blended Family
:
Updated:
Using Beneficiaries as Part of Your Estate Plan – Part II: Considerations
:
Updated:
Using Beneficiaries as Part of Your Estate Plan – Part I: Overview
:
Updated:
Planning for the Succession of Your Small Business
:
Updated:
Basics of Special Needs Trusts
:
Updated:
Distributions from Special Needs Trusts
:
Updated:
Planning for the New York Estate Tax
:
Updated:
Back to the Basics – Demystifying Probate
:
Updated:
Establishing a Charitable Trust as Part of Your Estate Plan
:
Updated:
Issues to Consider When Giving an Early Inheritance
:
Updated:
Dealing with Personal Property in Your Estate Plan
:
Updated:
Making College Savings a Part of Your Estate Plan
:
Updated:
Back to the Basics – Avoiding Disputes Over Your Estate
:
Updated:
Now That You’re Dead, Don’t Forget to do Your Taxes
:
Updated:
Dealing With Lost Wills
:
Updated:
Several States Take the Lead on the Secure Choice Pension Initiative
:
Updated:
Multi-State Probate: What, Why & How?
:
Updated:
Is a Spendthrift Trust for Me?
:
Updated:
Things to Consider When the Kids Turn 18
:
Updated:
Court Says Breach of Contract to Create Will is a Statutory Probate Claim
:
Updated:
Preserving Your Virtual Legacy: Part 2 (Accounts & Memberships)
:
Updated:
Preserving Your Virtual Legacy: Part 1 (Social Media)
:
Updated:
3 Reasons Why Your Attorney Absolutely Loves Legal Zoom
:
Updated:
Aging Gay: LGBT Estate Planning Post-DOMA
:
Updated:
Probate is Not a Dirty Word
:
Updated:
Estate Planning for Multi-Generational Households
:
Updated:
Is a Pet Trust Right for You?
:
Updated:
Divorce vs. Disinherit: Beware the Elective Share
:
Updated:
Duke of Earl Involved in Long Probate Battle Over Alleged Fraud and Undue Influence
:
Updated:
Why Consider a Special Needs Trust?
:
Updated:
Joint Accounts are no Substitute for Quality Estate Planning – Part 2
:
Updated:
Joint Accounts are no Substitute for Quality Estate Planning – Part 1
:
Updated:
How NOT to Avoid Estate Taxes: The Scholarship that wasn’t a Scholarship
:
Updated:
FINRA Issues New Alert for Estate Planning
:
Updated:
Estate Planning for Singles
:
Updated:
Causes of B.B. King Estate Battle
:
Updated:
Generation X in No Hurry to Retire
:
Updated:
SEC to Review Retirement Advice
:
Updated:
Court Rules on Whether to Revoke Will
:
Updated:
Casey Kasem’s Daughter Fights for Guardianship Laws
:
Updated:
Fiduciaries Cannot Transfer Real Property to Self
:
Updated:
Court Approves Easy Probate Avoidance
:
Updated:
Back to the Basics – Moving after Retirement
:
Updated:
Annuity Alternative for Estate Planning
:
Updated:
Court Rules on Statutory Shares of an Estate
:
Updated:
Court Decides on Probating a Copy of a Will
:
Updated:
Altering the Irrevocable Trust
:
Updated:
The Correct Way to Handle an Inheritance
:
Updated:
Home Property Transfers to Children
:
Updated:
Fixing a Faulty Estate Plan
:
Updated:
Power of Attorney Capabilities
:
Updated:
Trust Beneficiary Case Reversed
:
Updated:
Slayer Statutes and Inheritance
:
Updated:
Virtual Representation of Minors and Beneficiaries
:
Updated:
Estate Planning Mistakes of Farmers and Ranchers
:
Updated:
Federal Government Looks to Restrict GRATs
:
Updated:
Long-Term Estate Planning Requires Flexibility
:
Updated:
Estate Tax Planning Avoids Liquidation of Estate
:
Updated:
Estate Planning Basics – Planning for Incapacity
:
Updated:
Deciding if Family Should Run the Family Business
:
Updated:
Estate Planning: Who Gets the Vacation Home?
:
Updated:
Who Owns the Art?
:
Updated:
Online Tools to Help the Executor of an Estate
:
Updated:
Being Fair in Estate Planning is Not Always Equal
:
Updated:
Checklist for Estate Planning Documents
:
Updated:
Coming Trends in Long-Term Care Insurance
:
Updated:
Estate Planning for Unmarried Couples
:
Updated:
Facebook Legacy and Other Digital Estate Planning
:
Updated:
Back to the Basics – Estate Planning Mistakes to Avoid
:
Updated:
President Obama Likely to Veto Estate Tax Repeal Bill
:
Updated:
Obama Wants Tougher Rules for Retirement Fund Brokers
:
Updated:
Estate Planning Tips for Newlyweds
:
Updated:
Estate Planning Tips for U.S. Expatriates
:
Updated:
Removing Roth IRA Limits with 401(k) Contributions
:
Updated:
Woman Admits to Digging Up Father’s Grave Searching for “Real Will”
:
Updated:
Court Rules Payable-on-Death Accounts Not Part of Estate
:
Updated:
Estate Planning Tips Before and After a Loved One’s Death, Pt. 2
:
Updated:
Estate Planning Tips Before and After a Loved One’s Death, Pt. 1
:
Updated:
Repeal of Federal Estate Tax Gaining Traction
:
Updated:
Issues to Consider with IRAs
:
Updated:
How to Reduce Taxes and Pass On Values
:
Updated:
Court Rules on Inter Vivos Gift
:
Updated:
Steps for a Financially Secure Retirement
:
Updated:
Mentally Ill Man Kills Mother and Still Wants Inheritance
:
Updated:
When Heirs Fight Over Sentimental Assets
:
Updated:
Court Rules on Proper Interpretation of Will
:
Updated:
Robin Williams’ Wife and Children Fighting Over Estate
:
Updated:
Money Moves to Help You Leave a Legacy
:
Updated:
Who Will Inherit Whitney Houston’s Estate?
:
Updated:
Court Applies Disentitlement Doctrine in Estate Lawsuit
:
Updated:
Social Media Estate Planning: Adding a Facebook Legacy Contact
:
Updated:
Tax Issues to Consider When Closing an Estate
:
Updated:
Ernie Banks’ Caregiver Claims to be Sole Heir
:
Updated:
Rethinking Estate Planning with Proposed Tax Reform
:
Updated:
Attorney Claims Judges were Bribed in Estate Case
:
Updated:
Looking Back at the IRA on Its 40th Birthday
:
Updated:
Gun Trusts Hitting the Bull’s-Eye with Estate Planning
:
Updated:
The Right Tools for Retirement
:
Updated:
Who Should Run the Family Trust?
:
Updated:
How to Avoid Blended Family Issues in Estate Planning
:
Updated:
Estate Planning with Legacy Properties
:
Updated:
A Creative Estate Planning Use for Unneeded Life Insurance
:
Updated:
New York Adds Twist to Estate Tax Exemption
:
Updated:
Millions of UK Wills Available to Search Online
:
Updated:
Trustee Found Liable for Arbitration Costs
:
Updated:
Court Finds Estate Has Standing to Sue in Workers’ Compensation Lawsuit
:
Updated:
Saving an Estate Charitable Deduction through Qualified Reformation
:
Updated:
Six Important Money Matters After a Divorce
:
Updated:
Biggest Estate Planning Celebrity Lessons from 2014, Pt. 2
:
Updated:
Five Retirement Changes for 2015
:
Updated:
Are Wealthy Families More Cautious Leaving Money to Kids?
:
Updated:
Estate Disputes Continue in Estate of James Brown
:
Updated:
Joan Rivers’ Estate Lesson: Choosing Place of Residence
:
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How Freezing Eggs Can Affect an Estate Plan
:
Updated:
The Fundamental Elements of a Stress-Free Estate Plan, Pt. 2
:
Updated:
The Fundamental Elements of a Stress-Free Estate Plan, Pt. 1
:
Updated:
Biggest Estate Planning Celebrity Lessons from 2014, Pt. 1
:
Updated:
Getting the Most from Your High Asset Divorce
:
Updated:
Tips for Discussing Estate Plans with Family
:
Updated:
Balancing the Trustee & Beneficiary Relationship
:
Updated:
Financial and Estate Planning Moves to Make before Fifty
:
Updated:
Estate Planning for Childless Couples: Assigning Power of Attorney
:
Updated:
Establishing Gun Trusts
:
Updated:
Five Reasons for Parents to Share Estate Plans
:
Updated:
How Naming Rights Can Go Wrong
:
Updated:
Avoid the Estate Planning Aggregator Scam
:
Updated:
Creating an Estate Plan for Your Treasures
:
Updated:
Back to Basics: Special Needs Trusts
:
Updated:
Acting Now to Lower Your 2014 Taxes
:
Updated:
States Lowering Estate Taxes to Lure Retirees
:
Updated:
Safeguarding Your Digital Assets
:
Updated:
The Resurgence of the Ethical Will
:
Updated:
Estate Planning Financial To-Do List
:
Updated:
Social Security Recipients Receive Raise
:
Updated:
The New Rules for Estate Planning
:
Updated:
More Advocates Pushing for Stronger Standards of Elder Care
:
Updated:
What to Do When You Inherit Your Parent’s Home
:
Updated:
The Importance of Knowing the Location of Estate Planning Documents
:
Updated:
The Smartest Ways for Grandparents to Help Pay for College
:
Updated:
When Heirs Collide: Minimizing Fights over the Estate
:
Updated:
Considerations When Selling Your Business for Retirement
:
Updated:
Medicare Tax: What You Need to Know
:
Updated:
Estate Planning Moves that You Should Make in Your Thirties
:
Updated:
Ten Steps to Take Before You Retire
:
Updated:
How a Prenuptial Agreement Can Help in Estate Plans
:
Updated:
Seven Steps to Getting it Right as a Beneficiary
:
Updated:
Estate Planning Benefits of Marriage
:
Updated:
Big Estate Tax Win for Art Collector
:
Updated:
New Law Allows Owners to be Buried with Pets
:
Updated:
More Estate Planning Lessons from Celebrities
:
Updated:
Estate Planning Errors to Avoid
:
Updated:
Should You Establish a Trust?
:
Updated:
New Estate Planning Ruling: Trustee Needs Standing to Appeal Court Order
:
Updated:
Estate Planning Mistakes in Beneficiary Designations
:
Updated:
Do I Really Need a Will? Yes, You Do
:
Updated:
Joan Rivers: Big Funeral, Big Tax Break
:
Updated:
Estate Planning for People Without Children
:
Updated:
The Hazards of Unequal Inheritance
:
Updated:
LGBT Estate Planning Questions a Year After DOMA
:
Updated:
Lessons Learned: The Anna Nicole Smith Battle Still Rages On
:
Updated:
Estate Planning Long-Term Mistakes To Avoid
:
Updated:
Estate Planning Assets: The Good, The Bad, and The Ugly
:
Updated:
Lessons Learned: Robin Williams and His Estate
:
Updated:
Two Estate Planning Documents Every 18-Year Old Should Sign
:
Updated:
Three Important Estate Planning Questions to Ask Your Spouse
:
Updated:
Celebrity Legacies Teaching Lessons About Estate Planning
:
Updated:
Estate Planning Issues Involving Pets, Pt. 2
:
Updated:
Estate Planning Issues Involving Pets, Pt. 1
:
Updated:
Integrating Business Succession Into Estate Planning
:
Updated:
Using a Trust Protector for Disputes
:
Updated:
Court Ruled Donald Sterling Properly Removed as Trustee
:
Updated:
Overcoming the Taboo: Discussing Inheritance
:
Updated:
NJ Domestic Partners Lose Estate Benefits by Not Registering
:
Updated:
Lessons Learned From Sting and Philip Seymour Hoffman: Myths About Trusts
:
Updated:
The Pros and Cons of Dynasty Trusts
:
Updated:
The Surge of Charitable Remainder Trusts
:
Updated:
New Reports – Phillip Seymour Hoffman Leaves All to Girlfriend
:
Updated:
Updating Your Estate Plan: Excuses Why People Don’t & Reasons Why You Should
:
Updated:
Estate Planning Tips for Business Owners
:
Updated:
Dear Trustee: A Letter of Wishes
:
Updated:
The New Generation Gap is All About Money
:
Updated:
Walking on the Wild Side: Lou Reed’s Estate Plan
:
Updated:
The Danger of Passing on Reverse Mortgage Problems to Heirs
:
Updated:
The Most Valuable Assets for Your Heirs
:
Updated:
Trust Creation: Little Mistakes that Can Cost Big
:
Updated:
Key Estate Planning Questions to Help Avoid Mistakes
:
Updated:
Back to Basics – 10 Essential Estate Planning Documents Pt. 2
:
Updated:
Back to Basics – 10 Essential Estate Planning Documents Pt. 1
:
Updated:
Inheriting Parental Debt
:
Updated:
Supreme Court Ruling – Inherited IRAs Not Protected in Bankruptcy
:
Updated:
Tips on How to Leave an Inheritance to Your Children
:
Updated:
The Risks of a Prepaid Funeral
:
Updated:
Late-in-Life Marriages and Combining Estate Plans
:
Updated:
Lawyer Developing Online Estate Planning Game
:
Updated:
Samsung Heirs Facing $6 Billion in Estate Taxes
:
Updated:
Reminder: The Importance of Updating Estate Planning Documents
:
Updated:
Back to the Basics: Estate Planning for Adults & Children with Special Needs
:
Updated:
Estate Planning & Technology – Including a Digital Estate Plan
:
Updated:
The New Generation of Estate Planning – Young, Wealth, and Childless
:
Updated:
Common Goals of Estate Planning for Married Couples
:
Updated:
Dealing With the Logistics of Estate Planning
:
Updated:
Having a Bon Voyage – Specifying End of Life Decisions that Lay Out Your Last Wishes
:
Updated:
With Age Comes Wisdom – Limiting Child’s Access to Family Money
:
Updated:
Estate Planning is Not a Do-It-Yourself Project
:
Updated:
Putting Conditions on a Trust in New York
:
Updated:
Prenuptial Agreements in NY – Part 2: Challenging The Validity Of A Prenuptial Agreement
:
Updated:
Prenuptial Agreements in NY – Part 1: Enforceability
:
Updated:
Not For Ourselves Alone – Estate Planning Beyond Immediate Family
:
Updated:
Common Reasons for Contested Wills in New York
:
Updated:
Back to the Basics: What is the Difference Between Revocable and Irrevocable Trusts?
:
Updated:
Be Aware of Cemetery Rules & Guidelines
:
Updated:
Dispute Over Documents Settled Between Harry Belafonte & MLK Estate
:
Updated:
What is “Donor Intent” & How Does It Affect a NY Estate Plan
:
Updated:
Undue Influence in NY & Pressuring Vulnerable Seniors
:
Updated:
Back to the Basics: First vs. Third Party Special Needs Trusts in NY
:
Updated:
Estate Fights for Music Royalties in the Digital Age
:
Updated:
The Power of Legacy – Could a Will have Prevented WWII?
:
Updated:
Developments with the New York Estate Tax
:
Updated:
April is Financial Literacy Month – Plan for Your Future
:
Updated:
U.S. Tax Court: New IRA Rollover Decision Strongly Criticized
:
Updated:
Do Not Act Too Quickly After a Passing
:
Updated:
Planning for Immortality – A Legacy in the Online World
:
Updated:
Federal Estate Tax “Portability” – Should It Always Be Used?
:
Updated:
Don’t Leave Your Planning Up to a Coin Toss
:
Updated:
More Wealth Transfer Tax Changes on the Way?
:
Updated:
Not Allowed to Disinherit – Spousal Right of Election in New York
:
Updated:
Understanding Estate Sales – What Can You Sell?
:
Updated:
What if a Beneficiary Dies First?
:
Updated:
Art Collections and Estate Planning
:
Updated:
Secret Marriage, New Will Leads to NY Estate Fight
:
Updated:
Are You Too Young to Have an Estate Plan?
:
Updated:
Marriage Matters – A Reminder of the Tax Benefit
:
Updated:
New York Estate Planning – No Child Left Behind?
:
Updated:
Using a “Life Estate” in a New York Estate Plan
:
Updated:
Can Your Heirs Work Together?
:
Updated:
Tax Puzzle: Lifetime Capital Taxation & Wealth Transfer Taxation
:
Updated:
Continuing Legal Hurdles for Same-Sex Couples
:
Updated:
IRS Releases Trusts and Estate Statistics
:
Updated:
Growth of Online Memorial Services
:
Updated:
Estate Battles the IRS – The Michael Jackson Example
:
Updated:
New York Gift Tax Calculations May Change Soon
:
Updated:
Federal Charitable Deduction Debate Continues
:
Updated:
Clamor Continues Around State Estate Tax – Are Increased Exemptions Coming?
:
Updated:
NFL Players & Estate Planning Errors – It Can Happen to Anyone
:
Updated:
Understanding Social Security Benefits for Seniors
:
Updated:
Former New York State Medicaid Inspector General Sets His Sights on Charity Regulation
:
Updated:
Thinking About the Un-thinkable – When Children Are Involved
:
Updated:
Do-It Yourself Estate Planning Problems: Transferring Real Estate
:
Updated:
Disorganization & IRA Inheritances
:
Updated:
Favorable New York Estate Tax Laws on the Horizon?
:
Updated:
The Changing Expectations of Baby Boomers
:
Updated:
Last Minute Gift? Cashing A $100,000 Check
:
Updated:
Estate Lawsuit Reinstated Involving Claimed Executor Fraud
:
Updated:
The Basics: The Importance of Living Trusts in Estate Planning
:
Updated:
A Court Order Delays Life Support Termination
:
Updated:
Family Fights for Years to Get Email Access After Untimely Death
:
Updated:
Clarity in Estate Planning – Who Owns Fawcett’s Warhol Painting?
:
Updated:
Gift Tax Benefits Expiring At End of Year?
:
Updated:
Beyond Pet Trusts — The Rise of Pet Hospice Care
:
Updated:
Rock N’ Roll Estate Fight – Decades After Death
:
Updated:
“Donor Advised Funds” Gaining in Popularity
:
Updated:
Modifying a Will – Don’t Just Scratch Things Off
:
Updated:
Will Contests & the Super Wealthy
:
Updated:
Later-Life Marriages and Prenuptial Agreements
:
Updated:
Would Changes to Charitable Tax Deductions Affect American Gifting?
:
Updated:
New Decision on Valuation of New York LLC for Estate Tax Purposes
:
Updated:
Congressman on Future of Estate Tax
:
Updated:
The Pendergrass Estate and Control of a Legacy
:
Updated:
WSJ on Last Minute Will Changes
:
Updated:
Inheritance Dispute: Family Claims IRS Overvalued Artwork
:
Updated:
The Estate of New York Musician Lou Reed
:
Updated:
Does Dementia Affect the Validity of a Will?
:
Updated:
Ruling on NY Inheritance Case for Mother Who Drowned Children
:
Updated:
Tips for Preventing Health Law Fraud in New York
:
Updated:
Many Same-Sex Couples Still Need to Update Plans Post-DOMA
:
Updated:
Inherited Property & First Time Homebuyer Credit
:
Updated:
What Matters When Choosing an Executor?
:
Updated:
Back to the Basics: Trusts Are Not Only For the Wealthy
:
Updated:
Should You Spend Those “Reward” Miles Now?
:
Updated:
Deathbed Planning: In the Face of Serious Illness
:
Updated:
The Affordable Care Act and Estate Planning in New York
:
Updated:
Estate and Financial Planning Difficulties with Same-Sex Divorce
:
Updated:
Criminal Charges for New York Estate Executor
:
Updated:
Planning for Posthumous Children in New York
:
Updated:
Tragic New York Murder Case, Inheritance, & “Son of Sam” Laws
:
Updated:
Will The Government Shutdown Affect Your Estate Planning?
:
Updated:
Tough Legal Questions: Inheriting Digital Media
:
Updated:
The Huguette Clark Drama Continues–Possible Settlement?
:
Updated:
Mysterious Will Filed in New York Intestate Case
:
Updated:
State Supreme Court Sends Most of James Brown Assets to Charity
:
Updated:
Financial Advisors Discuss Ways to Save on Increased Capital Gains Taxes
:
Updated:
Planning Must Consider the Unforeseen Future, Not Just the Present
:
Updated:
Huguette Clark Estate Negotiations Fail, Set for Trial
:
Updated:
Tax Evasion Case – Hiding Inheritance from IRS
:
Updated:
Inadequate Retirement Worries? – Tips to Boost Your Savings
:
Updated:
IRS Issues Guidance on Federal Taxes for Same Sex Couples
:
Updated:
Delaying Social Security: Should You Do It?
:
Updated:
New Rules: Reverse Mortgages Will Be Harder to Get
:
Updated:
How Does New York Stack Up for Retiree Taxes?
:
Updated:
IRS Valuation & Taxes – The Michael Jackson Examples
:
Updated:
DOMA Ruling & Retirement for Same Sex Couples
:
Updated:
Issues with Family Vacation Homes
:
Updated:
New York Taxes & Part-Time Residents
:
Updated:
Reminder: More Estate Planning Opportunities for Couples After Windsor v U.S.
:
Updated:
Children on Famed Football Coach Challenge Will
:
Updated:
Adding Candidates & Political Parties to Your Estate Plan
:
Updated:
Taxes & Withdrawal From Retirement Accounts
:
Updated:
GRATs – A Good Idea in this Low Interest Rate Environment?
:
Updated:
Think Twice Before Disinheriting A Child
:
Updated:
Understanding “Portability” in Estate Planning
:
Updated:
“Funeral Shopping” – The Basics
:
Updated:
When Your Retirement Must Include a Third
:
Updated:
The Other Side of the Coin: Managing Your Inheritance Wisely
:
Updated:
Sobering News from Retirement Accounts Study
:
Updated:
Are “Stretch IRAs” Going to be Phased Out?
:
Updated:
Update: Gandolfini’s Estate Faces Huge Estate Tax Liability
:
Updated:
The Basics: A Loved One Passed Away. Now What?
:
Updated:
Adoption to Avoid Taxes — When Marriage Is Not Open to Same Sex Couples
:
Updated:
Estate Planning Tips from the Stars – James Gandolfini’s Will Filed in Manhattan
:
Updated:
The Unanswered Questions Following the DOMA Decision
:
Updated:
Michael Jackson Estate Saga Continues — $500 Million in Debt Paid Off
:
Updated:
Per Stirpes – What Is It?
:
Updated:
Federal Marriage Rights Now Available for Same-Sex Couples
:
Updated:
New Yorker Wins DOMA Case at U.S. Supreme Court
:
Updated:
The 3 Generation Rule – Legacies the Last
:
Updated:
Forbes on Gifting – When an Inheritance Can’t Wait
:
Updated:
Serving As Executor — Not for Everyone
:
Updated:
Same-Sex Marriage Rulings Coming Soon – May Cause More Complications
:
Updated:
U.S. Senate Report on Proposed Tax Changes May Affect Retirement Planning
:
Updated:
Luxury Services for the Afterlife
:
Updated:
Estate Planning for Spouses: The Basics
:
Updated:
Estate Planning Becoming Reality Show?
:
Updated:
Trying to “Woo” Inclusion Into The Will of Heiress Huguette Clark
:
Updated:
Common Mistakes when Naming Insurance Beneficiaries
:
Updated:
New York City Bar on Planning for Pets
:
Updated:
Family Claims Women Looking to “Fleece” Estate After Man’s Murder
:
Updated:
May is “Leave a Legacy” Month
:
Updated:
Discriminatory Old University Trust May Be Modified
:
Updated:
National Enquirer Inheritance Fortune Feud: Adult Son Arrested
:
Updated:
Siblings Inheritance Feud Turns Criminal
:
Updated:
Children-Out-of-Wedlock and Inheritance Feuding
:
Updated:
NYT on the “Moving Target” of Estate Planning Today
:
Updated:
Die Without a Will? Inheritance May Go to Government
:
Updated:
Developments in Anthony Marshall Case – Brooke Astor Estate Fiasco
:
Updated:
The DuPont Case, Mental Illness, and Wills
:
Updated:
Retirement Planning & The President’s Proposed Budget
:
Updated:
New Study: Marriage Boosts Retirement Security
:
Updated:
New Steps By Google Allowing Users to Name “Heirs”
:
Updated:
New Case: Inheritance Rights of “Adopted Out” Children in New York
:
Updated:
Obama Budget Proposal Calls for Changing Charitable Deduction Details
:
Updated:
Federal Estate Tax — Back on the Agenda?
:
Updated:
Don’t Forget: There is a New York Estate Tax on Top of Federal Tax
:
Updated:
Wide Ranging Impact of Fiscal Cliff Deal on Estate Planning
:
Updated:
Washington Post Article on Family Struggles in Dividing Up Assets
:
Updated:
U.S Supreme Court Hears NY Estate Tax Case for Gay Couples — Decision in June
:
Updated:
Effect of Presidential Budget on Estate Planning
:
Updated:
Family Feuding Over High-Profile East Coast Cavern Dynasty
:
Updated:
Becoming a “Paradigm” of Financial Health
:
Updated:
Estate Taxes & New York Legend Ed Koch
:
Updated:
Family Offers Example of Need for Clear End of Life Planning
:
Updated:
PBS Program on Lack of Clarity on Digital Asset Rules
:
Updated:
Fighting to Care for the Ailing Zsa Zsa Gabor
:
Updated:
DOMA Case Update: Amicus Briefs Mount in New York Couple’s Case
:
Updated:
WSJ on “Downton Abbey” Planning Lessons
:
Updated:
James Brown Estate Battle Rages On — Supreme Court Rejects Compromise
:
Updated:
Understanding How a Wealth Transfer Might Affect Insurance
:
Updated:
Can You Reject an Inheritance You Don’t Want?
:
Updated:
Retirement Planning — The Stages
:
Updated:
Dying Intestate–The Documents that Later Emerge
:
Updated:
Estate Battles More Common Than Ever
:
Updated:
Richard III Reminder: Set Your Funeral and Burial Plans in Stone
:
Updated:
Taking a “Do Over” for 2012 Asset Transfers
:
Updated:
E-Planning: Estate Planning in our Digital World
:
Updated:
Estate Planning with the Blended Family in Mind
:
Updated:
Passing on Digital Passwords After Death
:
Updated:
Trusting Kids with Large Inheritances Remains a Challenge
:
Updated:
Is the IRS Going to Crack Down on Non-Cash Charitable Deductions?
:
Updated:
The Legacy of Dr. Martin Luther King Jr.
:
Updated:
The Pitfalls of Going It Alone–The Forged Will
:
Updated:
“Portability” for Married Couples
:
Updated:
Telemundo Star’s Early Death Raises Questions About Holographic Will
:
Updated:
Lottery Winnings, Murder, & Estate Planning
:
Updated:
New York Estate Planning Beyond Taxes
:
Updated:
U.S. Supreme Court Sets Date for Gay Marriage Case Hearings
:
Updated:
More Rumblings That Estate Tax Still Not Finalized?
:
Updated:
Potential Heir in Huguette Clark Case Dies During Inheritance Feud
:
Updated:
The Fiscal Cliff Agreement & What It Means For You
:
Updated:
Thomas Kinkade Estate Feud Continues, Hearing Postponed
:
Updated:
End of Year Estate and Gift Tax Dilemma
:
Updated:
Fiscal Cliff Negotiations Move on to Estate Taxes
:
Updated:
Donor-Advised Funds for Charitable Giving
:
Updated:
Face Retirement: Psychology to Spur Long-Term Financial Planning
:
Updated:
U.S. Supreme Court to Hear Two Same-Sex Marriage Cases
:
Updated:
Unsellable Artwork Donation Saves Estate Tax Liability
:
Updated:
First “Fiscal Cliff” Proposal Made — What It Means for Estate Planning
:
Updated:
Celebrity Example Of Need for Living Will and Health Care Proxy
:
Updated:
Benefits for Children Conceived After Father’s Death to Be Decided By Court
:
Updated:
The Hobbit & Long-Term Estate Planning
:
Updated:
Estate Planning, Values, & Spirituality
:
Updated:
Hurricane Sandy, Pets, & Planning
:
Updated:
Forbes Estate Tax Article Catches Fire on Social Media
:
Updated:
Updates in Gay Marriage Cases That Might Head to Supreme Court
:
Updated:
LucasFilm’s Sale to Disney & Estate Planning
:
Updated:
Two Teens, a Custody Battle, and $1 Billion New York Trust
:
Updated:
The Importance of Having a Will Even if You are Young, Especially with Children
:
Updated:
Charitable Giving Tips: What to Consider
:
Updated:
Selling Memorabilia Before Estate Tax Changes
:
Updated:
Business Finally Reopens After Bitter Estate Dispute
:
Updated:
Navigating the Appropriate Inheritance Amount
:
Updated:
Help with the Financial Stresses of Having a Child with Special Needs
:
Updated:
Less Than 90 Days Left Before “Estate Tax Time Bomb”
:
Updated:
Is “Prepaid” Life Insurance Becoming Popular?
:
Updated:
Court Rules Woman Must Give Up Kafka Papers She Inherited
:
Updated:
Deal Reached in Museum vs. Estate Feud
:
Updated:
Court Battle Set to Begin in $300 Million Fight over Huguette Clark Estate
:
Updated:
Creating a Trust & Funding It Are Different
:
Updated:
Too Much Inheritance, Too Soon
:
Updated:
Will Estate Tax Burdens Affect More Families in 2013?
:
Updated:
Estate Values Grow Beyond the Grave – The Marlon Brando Example
:
Updated:
Substitute Teacher Stands to Inherit $10 Million from Distant Relative
:
Updated:
Keeping an Eye on Upcoming Supreme Court Cases
:
Updated:
Death & Student Loan Obligations
:
Updated:
Confusion, Disagreement Surrounding Painter Thomas Kinkade’s Wishes
:
Updated:
Political Bequests in a Will
:
Updated:
The Bernard Matthews Case: Putting a Mistress in a Will
:
Updated:
Fundamentals of Estate Planning: Naming a Trustee
:
Updated:
DOMA Challenges Mount
:
Updated:
New York Executrix Ordered to Return Estate Funds
:
Updated:
Prenuptial Agreements: What if Couples are from Different States?
:
Updated:
Irregularities with Estate of Monkee’s Star Davy Jones
:
Updated:
Contingent Beneficiaries for IRA Accounts
:
Updated:
Be Careful of Credit Card Debt at Death
:
Updated:
Hidden Complexities in Basic Estate Planning
:
Updated:
Annual Gift Tax Exclusion Is Not Going Anywhere
:
Updated:
Feuding Continues Over Rosa Parks Estate
:
Updated:
Giving a Gift or Inheritance With Strings Attached
:
Updated:
Entire Estate Left to a Dog?
:
Updated:
Naming Guardians for Children in New York Estate Plan
:
Updated:
Professional Guidance Helps Avoid IRA Scams
:
Updated:
New Study: Online Will Templates Full of Pitfalls
:
Updated:
Estate Tax “Portability” Trap
:
Updated:
Prenuptial Agreements: What if Couples are from Different States?
:
Updated:
Senate Democrats Drop Estate Tax Plan
:
Updated:
Improvement in the IRS Art Value Appraisal Services
:
Updated:
Will Inheritance Soon be a Thing of the Past?
:
Updated:
The Story Behind the New York DOMA Challenge
:
Updated:
DOMA Challenge Likely Headed to U.S. Supreme Court
:
Updated:
Yet Another Call for Use of Gift Tax Exemption Before Its Too Late
:
Updated:
Number One Retirement Surprise: Leaving Money For Surviving Spouse
:
Updated:
Plan Your Estate As Well As Your Vacation
:
Updated:
Bizarre Estate Feud Leads to Drive By Shooting
:
Updated:
Consider Updating Your Estate Plan Before Remarrying
:
Updated:
Estate Planning Factors Beyond Taxes
:
Updated:
Tax and Planning Consequences of Affordable Care Act?
:
Updated:
It May Not Be As Simple As Updating a Will
:
Updated:
No Estate? No Problem. You Still Need a Plan
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Updated:
Should You Take Advantage of Tax Situation Now?
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Inheritance Disputes Among Children While Parents Still Alive
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Is 80 the New 65?
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Changing Ideas About Leaving a Legacy?
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Exception Proves the Rule: Joe Paterno’s Will Sealed
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Parents Talking to Adult Children About Estate Plans
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Misconceptions About Cost of Insurance
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Graduation Season is Perfect Time for Grandparents to Consider Gifts
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New Federal Bill Would Open More Estate Planning Options for Military Families
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Supreme Court Rules on Survivorship Benefits in Posthumous Birth Case
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More Options to Account for Animals in Estate Planning
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New Yorkers Worry About Outliving Their Retirement Funds
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Not All Children Treated Alike
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Clumsy Estate Planning: Transferring A House to A Child
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Does Each Spouse Need Their Own Estate Planning Lawyer?
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Gary Coleman Estate Feud Continues–Rocky Relationship Made Public
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Passing On Religious Values at Death
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Filing Taxes After Death
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Auction of Calder Sculptures Example of How Art Can be Handled at Death
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Beneficiary Designations and Asset Titles – Simple, But Crucial Planning Issues
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Protecting Fine Wine & Other Collections
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Gifts & New York Estate Planning
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Mike Wallace’s Passing Reminder of Planning Needs for Dementia
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The Complex Issues of Disinheritance
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Farm Families Reminded of Need for Estate Planning to Smooth Transition to Next Generation
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New York Estate Planning Feud Ends for Astor Family
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Mental Capacity Issues in Estate Planning Fights
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Estate Planning Challenges For the “Asset Rich and Cash Poor”
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Tax Season Reminder to Plan Ahead to Cut Bill to Uncle Sam
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Estate Planning Lessons from Etta James
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U.S. Supreme Court Hears Arguments on Benefits for Posthumously Conceived Children
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Increase in Blended Families Cited For Causing “Uglier” Estate Fights
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Broken Estate Plans May Need to be Fixed
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New York Estate Planning Attorney on Funding of Trusts
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DOMA Developments May Have Implications for Married Same-Sex New York Couples
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Make Plans for Dividing Up or Preserving Collections in Estate Plan
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New Survey Results: More than Half of Adult Americans Still Without a Will
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Rumors About the End of Living Trusts Have Been Greatly Exaggerated
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Special Needs Trusts for New York Families
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Avoiding Lump Sum Inheritances for Young Adults
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Fixed Annuities and the Benefit of Longevity Insurance
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Tax Changes in the President’s 2013 Budget Proposal
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U.S. Senate Proposal to Alter Inherited IRA Rules
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Bizarre Estate Planning Strategy: Adopting A Girlfriend
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Will Estate Tax Limbo End This Year?
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Like Groundhog Day: Mistakes Retirees Make Over and Over
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Four Possible Estate Tax Scenarios
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Famous Feuds and New York Estate Planning Lessons for Every Family
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Huguette Clark’s Only Friend Has Her Own New York Estate Plan Settled
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Protecting Assets When Facing Uncertainty
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Golden Globe Winning Film Explores the Trust Industry
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Common Estate Planning Mistakes
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The Sociology of Giving Back in Inheritance Planning
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Adding Charitable Giving As Part of Your Estate Plan
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Updated:
News Years Resolution: Finally Take the Time to Create (or Update) Your New York Estate Plan
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Estate Planning Mistakes (and Lessons) of the Rich and Famous
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Thinking Beyond the Paperwork–Creating an Ethical Will
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Farm Assets Protected By Estate Plan
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Digital Assets May Seem Unimportant, But Families Will Want Access
:
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Preparing Children for Wealth Transfers
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Some Estate Fights Last For Decades–The MLK Example
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Holidays Are Prime Time to Discuss Family Estate Planning
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New York Estate Planning Attorney Discusses Beneficiary Designations
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Tax Litigation Continues to Rage Four Years After Death of Brooke Astor
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Favorable Tax Rates and Tools May Soon End
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Updated:
Art and Antique Succession Planning Should Not Be Overlooked
:
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Editorial Calls for Repeal of the Estate Tax
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New Twist in Huguette Clark Estate Plan Controversy
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Questions Remain About Huguette Clark’s $400 Million New York Estate Plan
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Professional Help Needed When Crafting a Will
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Forbes Shares Information on Celebrity Estate Planning Stories
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New Survey Reveals Financial Planning Helps in Bereavement Process
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Trustees Need to Be Educated On their Role in Estate Plans
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Estate Planning Documents Must Be Updated So They Work When You Need Them
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An Estate Planning “Perfect Storm”
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Reality Star Feuds with In-Laws in Estate Fight
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Updated:
Federal “Super Committee” May Target Gift Tax in Deficit Reduction Scheme
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Updated:
Economic Uncertainty Leads to Rise in Estate Planning Interest
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Proposed Tax Policy Changes May Affect Future Options for Estate Planners
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Updated:
New York Estate Planning Best Done Before Health Declines
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Updated:
New York Estate Plan Lawyer Shares Value of Business Succession Plans
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New York Estate Plans Tailored for Those with Multiple Sclerosis
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Updated:
Steve Jobs Likely Paid No Estate Taxes By Using Trusts in Estate Plans
:
Updated:
National Estate Planning Awareness Week is Shares Importance of Long-Term Planning
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New York Estate Planning Lawyer Explains Dangers of Joint Accounts
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Planning Required to Make Smart Charitable Contributions
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Updated:
New York Inheritance Issues in Second Marriages
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Careful Consideration Required Before Selecting a Successor Trustee in Estate Plan
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Updated:
Family Disagreement Over Special Needs Trust Leads to Court Battle
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Updated:
Surviving Spouses Should Seek Help From Financial and Legal Professionals
:
Updated:
Many Challenges Face Estate Executors
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Updated:
When Considering Inheritances, Baby Boomers Fear Children’s Financial Acumen
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Estate Planning for Disabled Heirs
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Updated:
Estate Planning Tips For Providing One Child a Larger Share of Inheritance
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New York Estate Planning Pitfalls to Avoid for Widows
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Updated:
Many Middle Class Families in New York Use Trusts in Estate Plan
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Updated:
Questions Remain Regarding Rights of Posthumously Conceived Children
:
Updated:
Estate Tax Issues Continue to Plague Married New York Same Sex Couples
:
Updated:
Tips for Giving Financial Aid to Family and Friends
:
Updated:
Proper New York Estate Planning Necessary to Combat Possible Legal Challenges
:
Updated:
Common Pitfalls of Pet Bequeaths
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Updated:
Estate Plan Still Needed to Divide Properly Equally Between Children
:
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New York Estate Planning Can Address Religious Goals
:
Updated:
Power of Attorney & Health Care Proxy Are Crucial Components of New York Elder Care Plan
:
Updated:
Women Can Take Control of Family Estate Planning
:
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New Website Services Offers Online Method of Distributing Personal Property
:
Updated:
Season Tickets, Frequent Flier Miles, and Other Unique Assets in Estate Plan
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Updated:
New York Estate Planning and the National Debt Crisis
:
Updated:
Estate Planning is Not Just for Senior Couples
:
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Iron Clad Will Likely Avoids Inheritance Fight After Death of Amy Winehouse
:
Updated:
Married Same Sex Couples Need to Consider Effect of Defense of Marriage Act
:
Updated:
The Inheritance Rights of Children Conceived After Death By In Vitro Fertilization
:
Updated:
Planning For Your Digital Life After Death
:
Updated:
Tips to “Lawsuit-Proof” An Estate
:
Updated:
Careful Consideration Required Before Selecting A Trustee
:
Updated:
Estate Plan Can Provide For Lifetime Care of Pets
:
Updated:
Instructions Should Help Family Find the Information They Need
:
Updated:
Celeste Holm’s Family Feud Highlights Importance of New York Inheritance Planning
:
Updated:
Reducing Family Infighting with Estate Plan
:
Updated:
Dispelling Common Retirement Myths
:
Updated:
Marriage Equality May Change New York Estate Planning Needs for Same-Sex Couples
:
Updated:
Adult Children Often Remind Senior Parents of Estate Planning Importance
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Updated:
New York Estate Planning Attorney Shares Common Estate Planning Mistakes
:
Updated:
Estate Planning May Be A Family Decision
:
Updated:
Succession Plans Are Essential for Family Businesses
:
Updated:
The Dynasty Trust May Keep Inheritance In the Family
:
Updated:
Many Forget to Include “Letter of Instruction” As Part of Estate Plan
:
Updated:
Cost of Nursing Home Care Increases Nationwide
:
Updated:
How to Take Advantage of New Tax Relief Act
:
Updated:
Parents Grapple with Effect of Inheritances and the Meaning of Money
:
Updated:
$100 Million Estate Finally Reaches Relatives After 92 Years
:
Updated:
Lack of a Will Leads to Controversy in Estate of NFL Legend Gene Upshaw
:
Updated:
Are Prenuptial Agreements for Everyone?
:
Updated:
High-Profile Example Highlights Need for Clarity in the Estate Planning Process
:
Updated:
Estate Planning is Particularly Important for Families with Autistic Children
:
Updated:
New York Estate Planning is Much More than Wills & Trusts
:
Updated:
Now Remains a Good Time for Baby Boomers to Conduct Estate Planning
:
Updated:
Not All New York Elder Law Attorneys Are Alike
:
Updated:
New Estate Tax Rules for 2011: Portability
:
Updated:
Surviving Spouse’s Use of the Home in Second Marriages
:
Updated:
Prenuptial Agreements
:
Updated:
Life Insurance Audits
:
Updated:
“Nice” Lawyer Costs Family $300,000.00
:
Updated:
1585 Points of Contact
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Updated:
Recent article in Investor’s Business Daily, provides 10 steps for picking a financial adviser.
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Updated:
How Disclaimer Trusts Work
:
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10 Tips for Helping Families with Special Needs
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Updated:
The IRA Contract
:
Updated:
The Race to the Courthouse
:
Updated:
Estate Planning for Art Collections
:
Updated:
55% Federal Estate Tax Rate Returns on 1/1/11
:
Updated:
Charitable Remainder Trust (CRT) as an Estate Planning Tool
:
Updated:
What is Elder Law Estate Planning?
:
Updated:
The Irrevocable Life Insurance Trust (ILIT)
:
Updated:
The Worst Estate Plan I Ever Saw
:
Updated:
“You Give Lawyers a Good Name”
:
Updated:
Singles and Couples Without Children – The Lawyer as co-Trustee
:
Updated:
Second Marriage Planning – The Lawyer as Co-Trustee
:
Updated:
Pitfalls of Will Planning
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Updated:
The Stealth New York Estate Tax
:
Updated:
Using Living Trusts to Delay Distribution Until Children Mature
:
Updated:
Same Sex Couples and The GLBT Community
:
Updated:
What to Do About Children Who Can’t Handle Money
:
Updated:
Estate Planning for Second Marriages – Thoughtfulness Required
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Updated:
Converting IRA to Roth — Wisdom of Solomon Required
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Updated:
The Estate Tax Chess Match – We’re All Pawns
New York Estate Planning Lawyer Blog