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Estate Planning Blog

couple upset

Can a Dementia Patient Sign Legal Documents?

Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
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minor children

Milestones You Can Incorporate into Your Estate Plan

A decade after his death, the $40 million estate of Holocaust survivor and Staten Island developer Roman Blum has yet to be resolved — and the vast fortune is shrinking as his would-be heirs battle for their piece of the pie.
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family sharing home

What are the Benefits of Creating a Life Estate?

Once you create a life estate, property rights vest in your heir.
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family business

How to Plan a Business Succession

A frequent complaint by next-generation members is that the senior generation never fully let' go of business tasks.
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probate and estate administration

How to Choose your Executor and when to replace them?

While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
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family

Should Each Child Get Equal Inheritance?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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viewing assets

What’s the Best Way to Organize Your Estate Plan?

Does somebody else know where it is in the event of your death or incapacity?
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Jermey Renner

Accidents do happen are you prepared?

Estate planning takes a lot of time, but another factor that needs to not be overlooked is having a power of attorney.
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Estate Planning

What Happens When Gift and Estate Tax Exemptions Change?

The federal lifetime gift and estate tax exclusion will increase for 2023, with possible increases for 2024 and 2025. However, these high thresholds are only temporary, unless there is a change in tax law.
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planning for peak earning years

What Exactly Does an Executor Do?

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
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