Estate Planning

A lot of people think that estate planning is something for the elderly, and many make the mistake of thinking that estate planning is only about asset distribution. There’s so much more to the process that can give you and your loved ones needed protection and peace...

A quick internet search will uncover a whole host of templates and self-help guides claiming to give you the tools you need to build an effective estate plan. When you see these resources, you might t be tempted to create your own estate plan and bypass legal...

If you intend to create an estate plan that bucks familial expectations, then your estate could be challenged by a disgruntled beneficiary who thought they should’ve inherited more, or by someone who was left out of your inheritance scheme altogether. And if you’re...

One of the steps involved in setting up an estate plan in New York is choosing an executor for your estate. An executor is someone you appoint to carry out the terms of your will after you pass away. An executor has many duties and responsibilities. They are...

When you think about estate planning, you probably picture figuring how to distribute your assets to loved ones. While this is a critical part of the estate planning process that you need to thoroughly address, it’s not the only piece of your estate plan that needs...

Deciding to set up an estate plan is a wise and responsible decision. No matter your age or how much you own, having an estate plan has many benefits. It protects your loved ones from the stress of wondering what you would like to happen after you pass away and...

A lot of young people think that estate planning is something you put together later in life when you can see a clear need for it. But procrastination is one of the biggest mistakes when it comes to estate planning. You never know when something is going to go wrong,...

Many parents and grandparents in New York want to make sure their kids and grandkids are financially stable after they are gone. Here are a few steps grandparents can take to make sure that their grandchildren are not struggling financially in the future. Give a...

Many people set up a trust as part of their estate plan. A trust offers unparalleled protection for assets, making it a great way to preserve wealth and build a legacy that will last for many years after the person is gone. However, a trust can also go into effect...