May is National Elder Law Month! - How We Support Our Seniors May isn't just about flowers and sunshine; it's also National Elder Law Month! With Donna Stefans serving as a board member of the National Academy of Elder Law Attorneys, this holds a special significance...
Your Family's Goals Are
our priority.
Estate Planning
10 Key Tips for Special Needs Estate Planning During Autism Awareness Month
April is Autism Awareness Month, a time dedicated to raising understanding and acceptance of autism spectrum disorder (ASD) and supporting individuals with autism and their families. When estate planning for someone with special needs, particularly those on the autism...
Essential Estate Planning Terms: A Guide to Securing Your Future
In the realm of estate planning, familiarity with key terms is essential to ensure your wishes are carried out effectively and your assets are protected. Whether you're just starting to consider your estate plan or looking to refine existing arrangements,...
Why You Need an Estate Plan: Protecting Your Assets and Your Loved Ones
Many people tend to put off creating an estate plan, perhaps due to the uncomfortable nature of contemplating one's mortality or the complexity of the process. However, neglecting to establish a solid estate plan can leave your loved ones vulnerable to unnecessary...
Navigating Probate in New York: A Guide for Executors
Losing a loved one is an emotionally challenging experience, and when that loss is accompanied by the responsibility of being named the executor in their will, the situation can become overwhelming. In New York, when a loved one passes away with a will, the estate...
Using estate planning to avoid probate
Recently this blog covered what to expect during probate. As mentioned, probate can seem overwhelming, and you may not want to go through the time, expense and publicity associated with the probate process. Fortunately, there are some ways a person in New York can...
For love, now is the time to estate plan
Even though the last two years have seen an unprecedented interest in estate planning, according to Gallup, less than 46% of United States residents even have a will, let alone a full estate plan. And, this is an issue that follows us into our golden years as just...
What to expect during probate
Probate can feel like an overwhelming process, in part because it gets a lot of negative attention. There seems to be no end to articles about ways to avoid probate, but it can leave you wondering if probate is as bad as it seems. Unfortunately, probate always follows...
What does an executor do?
As part of the will drafting process, New York residents must appoint an executor. An executor is a person who will administer your estate after you pass away. It is important to choose an executor who you believe is best suited to carry out your wishes in the event...
Many New Yorkers will have estate tax liability
The federal government’s tax on the value of a person’s estate only applies to a handful of families. In 2022, the law assesses no taxes on an individual taxable estate of less than $12,000,000. Only a small minority of families will have to pay estate taxes to the...