Remarriage brings new joy and love into your life, often creating a beautiful blended family. But this new chapter can lead to questions about the future. Years down the line, what was once a source of happiness can become a source of stress. That’s because when you...
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Estate Planning
3 important reasons why you need to review your estate plan
Your estate plan is not a static document you create once and forget. Life changes constantly and your plan needs to evolve with it. Regularly updating your estate plan ensures the court honors your wishes and your assets remain protected. Neglecting this crucial task...
Why keeping your estate plan updated matters
An estate plan isn’t just a one-time project. It’s something that should evolve with your life. If your goal is to make sure your loved ones are provided for and your wishes are honored, then keeping everything updated is crucial. In New York, letting your plan go out...
Estate planning for complex families and diverse holdings
Every family has different needs. Whether you are part of a blended family, have a child with special needs or own property in multiple states, a carefully prepared estate plan protects your loved ones and prevents legal problems. Here is how estate planning addresses...
An estate plan can be tailored to achieve a variety of goals
A lot of people think of the estate planning process as being straightforward, involving nothing more than the creation of a simple will. While a will can play an important role in your estate plan, there’s a lot more that can go into your plan to ensure that your...
Types of trusts, and how they can help you
Of all the tools in estate planning, trusts may be the most powerful. Trusts can be adapted and customized to fit a wide variety of situations and accomplish many goals. But this quality of trusts can also make them overwhelming for many people who are new to the...
The importance of keeping your estate plan up to date
An estate plan is a document, or set of documents, that detail how your assets will be distributed upon your death. Some common documents in an estate plan include a will, trust or power of attorney. Setting up an estate plan is a wise and responsible choice. But once...
Make sure to update an estate plan so your wishes are carried out
New Yorkers who create an estate plan do so with the intention of ensuring that their property goes where they want it to go and their loved ones are taken care of. It is always a wise step to be proactive with estate planning and have it in place so the heirs are...
Estate planning for your unique situation
A lot of people oversimplify the estate planning process, meaning that they think that it entails nothing more than figuring out how their assets will be divided when they pass away. While that’s certainly a large portion of the process, there’s much more to it than...
Is it time to revisit your estate plan?
If you have an estate plan in place, you have taken a significant step toward providing security for yourself and your loved ones. If many years have passed since you established your will, trusts and other documents, it may be time to revisit your plan. Changing...
