Want to transfer property without probate in New York? The new Transfer on Death (TOD) deed law may be your solution. This guide walks you through everything you need to know about NY TOD deeds and how they can help you pass property directly to your loved ones. What...
Estate Planning Blog
The Digitalization of Estate Planning: Integrating Digital Assets for a Comprehensive Approach
Why is a Digital Estate Plan Important? In today's digital age, the digitalization of estate planning is crucial as a significant part of our lives and assets exist online. This article will explore the importance of including digital assets like social media...
Estate Planning Essentials for the Sandwich Generation
The Sandwich generation refers to a generation of people who are simultaneously caring for their aging parents and their children. This group often feels “sandwiched” between the needs of their parents and their children and may face challenges in balancing caregiving...
The Guardian in Your Pocket-How Your Mobile Phone Could Be Your Lifeline.
Part of every good estate plan is a life plan - and part of that life plan is planning for the unexpected. Lucky for us, like the communicator, ensured Captain Kirk's survival; the iPhone and Galaxy Phone are stellar additions to our electronic arsenal. In the modern...
Clean Slate: Navigating the Maze of Unwanted Subscriptions.
In the era of digital subscriptions, keeping tabs on services that automatically renew can be a challenge. However, fear not – we've compiled a guide to help you reclaim control over your subscriptions. From user-friendly tools to convenient services, here's how you...
Essential End of Life Documents: What You Need to Know
End-of-life planning is a crucial aspect of life that often goes unaddressed until it's too late. Beyond drafting wills and trusts, understanding the array of end-of-life documents is paramount for ensuring a comprehensive and legally sound estate plan. This guide...
How Marital Trusts Help Protect Blended Families
Navigating Marital Trusts: Securing Your Spouse's Financial Future Embarking on a journey of blending families brings its own set of joys and challenges. In this blog post, we unravel the complexities of estate planning for blended families and explore why the Marital...
A New Year’s Resolution to Organize Your Financial Affairs and Estate Plan
Are you amazed by how quickly time flies? As we enter a new year, thinking about making changes and setting resolutions is natural. One of the most beneficial resolutions you can make is prioritizing organizing your finances and estate plan. Many tend to procrastinate...
How A New Act Intended To Combat Money Laundering Could Affect Your Estate Plan.
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government, including details regarding the ownership of their entity. The CTA was enacted to help combat...
The Passing of Senator Dianne Feinstein: Estate Plan Lessons for Blended Families
Dianne Feinstein was the longest-serving female United States senator in history. She passed away in September of this year at 90. Elected to the Senate in 1992, Feinstein left behind a political legacy that spanned nearly 31 years. She also left an estate worth tens...
Using a Trust to Protect Your Minor Children
As parents, we all want to ensure that our children are well cared for and protected, both now and in the future. One way to provide this security is by using a trust. While a trust may seem like a complex and intimidating legal concept, it can be a powerful tool for...
Tax Deductions for Seniors Only
One aspect can brighten their days even more as retirees savor the joys of their golden years-- lucrative tax deductions. According to a recent article from The Wall Street Journal, “Four Lucrative Tax Deductions That Seniors Often Overlook, " many seniors are missing...