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As a New York resident, you dedicate yourself to the creation and maintenance of your estate. Your estate plan should hold equal importance, especially as it is crucial for your loved ones. Thus, you need to start off with a strong foundation. This means selecting an...
The year 2020 presented financial challenges for people all across America. This year, even the wealthy had to reconsider how they managed their money. The Secure Act made changes to how IRAs worked and how they interacted with trusts. CNBC explained that see-through...
As parents get older, there is often a shift from them taking care of their children to their children taking care of them. If this is an arrangement you suspect could be in your future, you may need to have some uncomfortable conversations with them. For instance,...
If you are preparing to set up an estate plan, or you already have a plan in place, there are various factors you need to think about if you have grandkids. For example, many grandparents have to make difficult decisions regarding the distribution of their estate's...
When you are expecting a child, you know your life is about to face a major adjustment. You’ve been preparing for months: setting up a crib and nursery, reading books about caring for a newborn and stocking up on essential baby supplies. But there’s another important...
No one wants to think about medical emergencies, but there are certain situations in which you may not be able to make your wishes known with regard to the medical care you receive. A living will is a powerful estate planning tool that allows you to outline your...
In an ideal world, you can make all of your own medical decisions as you age so that you get exactly the care that you want. Unfortunately, the world is often far less than ideal. You may not be able to make all of those decisions. Say, for instance, that you suffer a...
New York business owners like you want to ensure your business stays strong after you pass it on. Because of that, you should be putting time and effort into crafting a good succession plan. You can include this in your estate plan. It is the place to address matters...
New York residents like you create an estate plan. Then what? You may think just creating the plan is enough. But in reality, you need to keep your plan updated constantly. It must reflect your life in the most accurate way at any stage in it. To do this, you need to...
Whether you have recently lost a close friend or loved one, or you are getting ready to organize an estate plan, it is critical to know about the New York probate process. The last will and testament can be an integral part of determining whether an estate must go...
