Estate Planning

Estate matters can be complex, but understanding the signs of misconduct is important to protecting the interests of all involved parties. Recognizing these red flags can help individuals navigate the intricate landscape of estate affairs. 1. Missing or altered...

Did you know that your estate plan could be outdated? An outdated estate plan doesn't always mean it can’t be used, but it can create many difficulties for your beneficiaries, such as the wrong beneficiary gaining assets from your estate.  You can update your estate...

Probate proceedings can be time-consuming and costly. They may, too, create stress during an already challenging time for families dealing with the loss of a loved one. However, individuals in New York can use strategic measures to sidestep the probate process. In...

Discussion of trusts in an estate planning context often focus on wealthier households. Those who have enough resources to be at risk of estate taxes, for example, are likely to turn to more thorough estate planning measures to protect themselves and their...

Estate planning can be complicated. Your decisions determine if your beneficiaries will benefit as you intended and if your legacy will continue. Therefore, it’s not an ideal do-it-yourself project. You should have a team of professionals to help you, including:...

Elderly care and guardianship are crucial topics that require keen attention and careful consideration. As your loved ones age, it's important to watch for signs that they may need additional support or guardianship. This can help ensure their safety, well-being and...

Making a will is an important part of planning for the future. This estate planning document lets you express your wishes regarding your assets and ensure they get followed after you die. Although most people need a will, it can be difficult to tell exactly when you...

Power of attorney (POA) designations are critical when creating an estate plan. These legal documents allow you to appoint someone to act on your behalf if you become incapacitated. Neglecting to make these arrangements can lead to complicated scenarios for you and...

If you have a child who’s started college this year or is taking a gap year to work or travel, it’s time to make sure they get at least one estate planning document in order. We’re not talking about a will --although it never hurts to have one. The document they need...

As elders become more interested in estate planning solutions for their assets, they become more vulnerable targets for annuity and living trust scams. An annuity is an agreement between a consumer and an insurance provider that involves multiple payments as...