:
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
:
Updated:
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
:
Updated:
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
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Updated:
Tips for Selecting a Guardian for Minor Children
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Updated:
Estate Planning and Private Annuities
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Updated:
Changes to the Estate Tax Lien Process
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Updated:
Understanding Donor Advised Funds
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Updated:
Long-Term Care Insurance and Estate Planning
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Updated:
Estate Planning and Debt
New York Estate Planning Lawyer Blog