Estate planning for the Ultra Wealthy – The Role of a Family Wealth Advisor

Creating an estate plan is like planning for your future and the future of those you care about. You see, most people believe in this misconception because they lack the proper understanding of what an estate plan is and its benefits. If you really have an idea of what this plan is, and how beneficial […]
Carol Roth: Here are the top Estate Planning Mistakes to avoid

Estate Planning Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death. Estate Planning Mistakes: Converting financial accounts to joint ownership it substitutes for a financial power of attorney. […]
How To Properly Revoke A Will In New York

Can a will be revoked prior the testator’s death? A probate lawyer is necessary to show you how to probate a will in NY. Can a will be revoked if the testator destroys the will with the intention of making a new one? In New York if a will is destroyed by mistake the court […]
Estate Planning Protects Your Assets and Family in NY

How Estate Planning Protects Your Family In New York: Do you have assets? Do you know estate planning? Are you familiar with surrogate court rules? Safety of your assets and family is a very important thing to ensure. Do you know any estate planning attorneys and estate lawyers nearby? By now you should be familiar […]
Estate Planning for Young Families

There are many possible reasons why many young families put off the idea of planning their estate. Some do say they are still very young therefore it is not a necessary thing to do now. Others may say they cannot afford the cost involved in estate planning while some others even find it difficult to […]
Estate Planning: Wills, Trusts and Other Tools

Estate planning involves various tools which must be put together appropriately to get a good estate plan. Some of these tools include wills, trust, power of attorney, etc. Wills What is a will? A will is a legal document which contains details how your estate should be distributed among your heirs or other beneficiaries at […]
Health Care Proxy in Your Estate Plan in NY

Many people in New York do have an estate plan these days. Does your New York estate plan have a health care proxy? What is a health care proxy? What are the benefits of having a health care proxy? You need a Medicaid attorney to help you. Just to avoid medical fraud penalties that you […]
Uniform Transfer to Minors Act (UTMA) in New York

New York’s Uniform Transfer to Minors Act is designed to help ensure that resources are not passed on to someone who is under the legal age of responsibility or accountability. In any case, when the legacy is placed in the capable hands of an overseer, the laws determine cutoff points and guidelines for when these […]
New York Letters of Administration | The Process in 2021

Arranging what will befall your domain whenever you are gone requires choices and time. To do things right and in the easiest manner for your friends and family, you will probably require legitimate direction. One of the most straightforward approaches to complete your will after death is to name a domain agent or executive. This […]
Bronx, New York – Elder Law & Estate Planning Attorney

Handling Elder Law Issues in Bronx Our obligation to seniors and their families includes more than basic legitimate administrations and monetary arranging. We call our methodology ElderCare lawful arranging. This one of a kind comprehensive way to deal with senior law issues regards all the necessities of our customer and perceives the significance of including […]
