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Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
What to Do After Your Loved One has Passed
The COVID-19 pandemic has affected many of us with inconceivable hardships, and for some that includes the most unfortunate circumstance; the loss of a loved one. Fortunately, our experienced attorneys […]
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COVID-19 Tax Relief
Due to the Coronavirus pandemic, the federal government has implemented tax and retirement plan relief that may benefit you. Additionally, tax planning remains an important part of preparing your estate […]
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Irrevocable or Revocable: Which Trust Is Right For You?
All trusts are not the same and there are many different types used for a variety of purposes. Two common types of trusts in estate planning are revocable trusts and […]
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Estate Administration: Small Estate Threshold Raised in New York
Probate and administration proceedings in New York State are reasonably straight forward and efficient, relative to other states, and New York law also allows for a simplified proceeding called voluntary administration for small estates with […]
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How to Select an Executor
A key component in an estate plan is selecting your decision-makers. One of those decision-makers is your executor, whom you name in your last will and testament to take charge […]
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Your Social Security Statement: What Is It and Why Should You Save It?
This is the time of year when recipients of Social Security will receive an annual benefit statement from the Social Security Administration. This year’s benefit statement will show a 1.6% […]
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Top Ten Estate Planning Tips For Parents of Children With Special Needs
Today, children with a wide variety of special needs live long and productive lives. Advancements in medical science and healthcare plus the availability of innovative resources that provide occupational training, […]
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Major Changes to IRAs and 401(k)s in 2020
Effective January 1, 2020, Congress made a number of major changes to IRAs and 401(k)s with the passage of the SECURE Act (“Setting Every Community Up for Retirement Enhancement”). Some […]
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Don’t Overlook These Items on Your Retirement Checklist
You’ve spent a lifetime working hard to create a comfortable life and an enjoyable retirement. As you approach or enter retirement, there’s no better time than the present to make […]
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Health Care Proxy: A Must For Parents With College-Age Children
Imagine this scenario: You are the parent of a college student. Your telephone rings one evening and on the other end is your child’s roommate telling you that your child […]
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