Estate and Trusts
Caught Between Generations: A Roadmap for the Challenges and Strategies of the Sandwich Generation
In the ever-changing landscape of family dynamics and related demographics, a term has emerged in the last few years to…
Read More23 and Me (and who?) and your Estate Plan
Originally posted on 12/10/2022, content updated on 11/27/2023 With the holidays just around the corner, the advertisements for the home…
Read MoreHoliday Harmony (or Hubbub): Disinheriting with Finesse
Whether it is the result of a discussion about politics, a few too many after-dinner drinks, or a shift in…
Read MoreDiscretionary Trust Distributions – When “Because I said so!” May Be Legally Sufficient
Not too long prior to Senator Diane Feinstein’s recent passing, her daughter, exercising a durable power of attorney (POA) for…
Read MoreJury Duty (Part Three): From Voir Dire to Deliberations to . . .
Originally posted on 03/05/20, content updated on 11/07/23 “Ladies and Gentlemen of the jury, please stand and raise your…
Read MoreA Gift from the IRS? A Holiday Miracle
The holidays are nearly upon us, and for many, this means holiday cheer, baking, and our endless gift lists. What…
Read MoreJury Duty for Lawyers: Are You In or Out?
Jury service is both a civic duty and a privilege. Yet, attorneys rarely serve on juries. To be clear, there…
Read MoreEvery Woman For Herself
Originally posted on 1/6/2021, content updated on 10/18/2023 I read a statistic that stopped me in my tracks: women are…
Read MoreHave You Got the Power (of Attorney)?
Originally posted on 11/19/2020, content updated on 10/04/2023 The New York Durable Power of Attorney is an integral part of…
Read MoreHandwritten Wills and the Couch Cushions that Hide Them
No doubt, the basic scenario plays out every day across America. An elder loved one passes, and an adult child…
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