Estate planning helps ensure that you and your loved ones will be protected no matter what the future holds. In our blog, we discuss the elements of an estate plan, how an estate plan prepares for possible illness or incapacity, what you can do to leave a lasting legacy for your loved ones, and much more. For answers to questions about your specific estate planning needs, please contact our office to request a free initial consultation.
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“For the 99.5% Act” and its Impact on Estate PlanningSenators Jimmy Gomez and Bernie Sanders introduced a new bill to congress on March 25th, 2021 called “For the 99.5% Act”. Read the blog for more!
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Do You Have a Personal Property Memorandum?Prevent family disputes over personal items with a personal property memorandum. Learn how to ensure your possessions go to the right heirs in your estate plan.
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Beware of Undue InfluenceAs our loved ones age and become elderly, they also become more susceptible to manipulation from those who defraud or steal. Read the blog for more!
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You Need More Than Just A WillWhile a will is essential, an estate plan covers more. Learn how trusts, powers of attorney, and more can protect your legacy and minimize costs for heirs.
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Key Differences Between Estate Planning & Elder LawBoth elder law and estate planning are critical for everyone, regardless of age. However, there are several distinctions between the two you should know about.
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Estate Planning During the COVID-19 PandemicWhat is the status of your will? When did you last review it? Have you moved? Does your will reflect the laws of the state in which you live?
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Why It's Important To Know What Fiduciary MeansBeing a fiduciary means acting selflessly in someone's best interests. Learn key responsibilities, legal duties, and how to avoid potential liabilities.
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How Gift Taxes Work in New YorkLearn how gift taxes work in New York, including federal exemptions and estate planning. Consult our attorneys to protect your assets when gifting.
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Do-It-Yourself Estate Planning MistakesSomething we hear all the time is: “Can’t I just get a will online, do a transfer-on-death deed for my land, share a bank account with my kids, and be done it?”
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Your "Simple Will" May Simply Not Be Good EnoughA will is essential, but it doesn't cover everything. Learn what assets and provisions fall outside a will and how a comprehensive estate plan protects them.
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What to Know about Life InsuranceLife insurance can be an affordable way to provide for our children, a spouse, a sibling, aging parents, and other loved ones. Read the blog for more!
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What Happens to Your Digital Footprint?Plan your digital legacy. Ensure your executor has access to your online accounts and detailed instructions for managing your digital footprint after your passing.