Every estate planner should be familiar with the probate process, what it is and how it works. Probate is the process of transferring the estate planner’s property after death. Sometimes the process is referred to as probating the will which should include the...
PLEASE NOTE: We are able to fully assist you during these difficult times. We are offering our clients and prospective clients the ability to meet with us via telephone or through video conferencing. Please call our office at 914-948-1500 so that we may assist you.
We are pleased to announce the reopening of our White Plains office location for in-office meetings. We are following the applicable New York State regulations for Phase 2 re-openings. These regulations limit in-person gatherings, so although we will hold a select number of in-person meetings, we will continue to encourage telephone and video-conference meetings whenever possible. We have implemented health and safety procedures for all staff, as well as those clients who come into the office. Please click here for in-office meeting procedures.
Month: February 2020
Considering an asset-based long-term care plan
When you hit retirement age, there are many thoughts about how you will enjoy this time. Thus, many individuals in New York and elsewhere do not focus in on the potential need for long-term care at this point in time. While an estate plan can help secure assets and...
Understanding different types of trusts can be helpful to estate planners
Trusts can help estate planners with their estate plan in a variety of different ways. Trusts can be used along with a will or in place of the will based on the needs and wishes of the estate planner but it is important for estate planners to understand how trusts...
Simple ways to plan for incapacity
Ensuring that an estate plan provides for many different types of situations is an important part of developing a comprehensive overall estate plan. A complete estate plan should account for circumstances when an estate planner may be incapacitated and unable to...
When to update an estate plan
Estate planning provides some of the most basic protections and peace of mind for anybody at any stage of life. It is important to not only have an estate plan that reflects your wishes but to also know when to update your estate plan to make sure it is in keeping...
What is intestacy and how do I avoid it?
Planning for the future is important, no matter your age. While it may not be particularly enjoyable to think about what might happen after you or a loved one passes away, it’s an inevitable part of life that we all will face eventually. Preparing for that future can...
