Estate and Trusts
The Weekly Scenario: Designating a Beneficiary on a Vehicle Title
Like an individual retirement account or life insurance policy, a vehicle owner can designate a beneficiary to receive ownership of…
Read MoreThe Weekly Scenario: Advance Directive for Health Care
The question of when to withhold or terminate life support for an unconscious or terminally ill person is one that…
Read MoreThe Weekly Scenario: Marital vs. Separate Property
As the saying goes, why is divorce so expensive? Because it’s worth it. Probably a poor lead-in, but I wanted…
Read MoreThe Weekly Scenario: The SECURE Act’s Impact on Retirement and Estate Planning
It’s been a long hiatus, but Weekly Scenario is back. For the first issue, I thought I would write about…
Read MoreProtecting a Married Child’s Inheritance: The Benefits of a Parent Using a Trust
As Published in The Legal Intelligencer – Special Section February 2021: Wealth Management Trusts & Estates When a client’s child…
Read MoreEvery Woman For Herself
I read a statistic that stopped me in my tracks: women are four times as likely to be a widow…
Read MoreWhen to Review your Estate Plan: The 5 Ds
You finally sat down with an estate planning attorney after years of procrastination and created an estate plan that reflects…
Read More23 and Me (and who?) and your Estate Plan
With the holidays just around the corner, the advertisements for the home DNA test kits are everywhere: For only $99,…
Read MoreHave You Got the Power (of Attorney)?
The New York Durable Power of Attorney is an integral part of every estate plan, but it is also the…
Read MoreWhat’s a Healthcare Proxy and Why Should You Have One?
As the COVID-19 numbers tick higher in New York-now more than ever- it is vital to have a proper health…
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