Wills and Trusts

When creating or updating an estate plan, it’s important to consider the unique needs of your beneficiaries. For example, if you have a loved one with a disability or special needs, incorporating a supplemental needs trust (SNT) into your estate plan may be one of the...

In New York, several legal reasons allow individuals to challenge a will. These grounds help ensure that the will reflects the true wishes of the testator and follows legal procedures. Lack of testamentary capacity For a will to be valid, the testator must have had...

When a loved one dies, dealing with the estate can be stressful and complex. The Surrogate's Court in New York oversees the distribution of assets, regardless of whether there is a will. The legal process can be overwhelming if you are responsible for managing the...

When an individual chooses an executor, there is an expectation that the person will ethically oversee the distribution of assets to those mentioned in the will. Though it is common for family members may disapprove of the actions taken, it is possible for an executor...

Inheritance disputes can be a complex and emotional process for everyone involved. However, handling these situations tactfully and gracefully is vital to ensure a fair and peaceful resolution. According to the New York Courts, individuals who die with a validated...

If you were incapacitated or unable to make medical decisions for yourself, who would you want to handle this on your behalf? While a name may come to mind, you need to consider your options carefully when selecting a health care proxy, also known as your health care...

An executor is a person who holds a lot of power in your estate, especially after your death. For that reason, you want to pick someone trustworthy, reliable and responsible. You might lean toward selecting a family member because you grew up with them and know them...

If you are helping support and care for a loved one with a physical or cognitive disability, you want to ensure that they continue to have a comfortable life and the best available care after you’re gone. The federal, state and local governments provide a variety of...

The state of New York requires probate for your estate. Probate refers to the legal process of transferring your assets to your beneficiaries after your death. State laws govern the management and distribution of property to heirs. An understanding of probate statutes...

Setting up a trust involves giving a third party control over your assets for your benefit or that of others. If you are thinking of having part of your estate held in a tax, you need to know the type of trust that is most suitable to meet your objectives. Broadly...