Estate Planning

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...

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...

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...

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...

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...

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...