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Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
What Should Happen to a Firearm When the Gun Owner Dies?
In New York State, many people are mindful of the strict laws and regulations concerning ownership of a firearm. However, most are unaware of the laws and regulations governing the disposition […]
Continue readingEstate Planning for Your Digital Assets
Have you ever thought about what happens to your email and social media accounts after your death? Or if you became incapacitated, would you want your agent under a power […]
Continue readingRetirement Plan FAQ
Quick answers to common questions about retirement plans, including 401(k) plans, IRAs, Keoghs and SEPs. What’s Below: What is a qualified retirement plan? Why are 401(k) plans so popular? What is a Keogh plan? What […]
Continue readingReducing Estate Tax by Making Gifts
Making gifts during your life can provide you with tax savings and more. NOTE: The federal gift and estate tax is being phased out, but its ultimate fate is still a […]
Continue readingProbate FAQ
You may have heard that you should avoid probate, but you may not even be sure what probate is. Here are the basics. What’s Below: What is probate? Does all property have to […]
Continue readingWills vs. Account Titles: Who Will Really Receive the Inheritance?
Mrs. Wilson has two children – Jim, who lives locally and is the “go-to” person when she needs help, and Susan who lives out of state. Mrs. Wilson wanted to […]
Continue readingWills FAQ
What you need to know about the most basic estate planning document What’s Below: What happens if I die without a will? What makes a will legal? Do I need a lawyer to […]
Continue readingFinancial Security: It’s Never Too Early to Plan – Five Tips for People in their 40s
Start deferring money into a qualified retirement plan (401(k), 403(b)) each pay period, even if just $25/pay check. This is important in your 40s so that retirement funds can grow, and […]
Continue readingThe Executor’s Job
What’s involved in wrapping up an estate. It’s both an honor and a burden to serve as someone’s executor. An executor is entrusted with responsibility for winding up someone’s earthly affairs […]
Continue readingPlanning Ahead to Avoid a Family Fight
Call it the ultimate, unintended consequence: a plan intended to preserve your children’s inheritance that triggers a family feud instead. “We’re seeing more litigation among family members as a result […]
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