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Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
Remote Estate Planning in the Wake of COVID-19
Published in the New York Law Journal on September 11, 2020 The COVID-19 crisis delivered upheaval to most professions, and estate planning attorneys were not immune. In March 2020, Governor […]
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Let Us Guide You Through the Probate Process
Considering the enormous emotional burden associated with losing a loved one, the New York probate attorneys at Cona Elder Law will help you navigate the complex legal and financial considerations […]
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How COVID-19 has Impacted Your IRA in 2020
A series of new laws, regulations, and IRS guidance has drastically altered the Individual Retirement Account (IRA) and Required Minimum Distribution (RMD) landscape for 2020. Since IRAs are a core […]
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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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