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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Who Does the Probate Attorney Represent?Turning back to the question, whether the lawyer owes a fiduciary duty the heirs of a probate estate depends on the state in which the estate is being probated.
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In the wake of the COVID-19 pandemic, society underwent a radical transformation.The COVID-19 pandemic forced us to adopt a more flexible lifestyle. This includes estate planning attorneys who now work with clients remotely. Read more!
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529 Plans with Estate and Education PlanningA 529 plan is a tax-advantaged savings plan designed specifically for education expenses. They are also referred to as qualified tuition plans and Section 529 plans.
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The Accumulation and Transfer of WealthLearn strategies for building and transferring generational wealth, including tax-efficient methods, estate planning tips, and creating a lasting family legacy.
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Brooklyn Estate Planning for Marine Park and Gerritsen Beach HomeownersDiscover essential estate planning tips for Marine Park and Gerritsen Beach homeowners. Protect your family's legacy and ensure your loved ones' future.
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Probate Disruption by CreditorsLearn how creditors can disrupt probate, including debt claims, deadlines, and strategies to protect an estate. Discover key legal steps for executors.
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Plan Your End-of-Life Care Properly for Your Loved OnesPlan your end-of-life care to ease stress for loved ones. Learn how estate planning ensures medical, financial, and asset wishes are honored effectively.
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Helpful Guide to Estate TaxesLearn how estate taxes work, including exemptions, deductions, and strategies to minimize taxes on your estate. Consult an estate planning attorney for guidance.
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Estate Plan Revisions After a DivorceDivorce requires updating your estate plan to remove your ex-spouse from key roles, adjust beneficiary designations & ensure your will reflects your current wishes.
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The Importance of Having an ExecutorLearn the key responsibilities of being an executor, from managing assets and paying debts to distributing inheritances and closing the probate process.
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Planning for Generational Wealth TransferLearn how to plan for the transfer of generational wealth, navigate financial literacy challenges, and preserve your legacy across multiple generations.
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Remember to Review Your Estate Plan OftenReview your estate plan regularly to avoid unintended consequences. Changes in gifting, beneficiary designations, and asset ownership can affect your plan's intent.