Estate Planning Blog

Milestones You Can Incorporate into Your Estate Plan

March 2, 2023

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.

Elder Law | Estate Planning

What are the Benefits of Creating a Life Estate?

March 1, 2023

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

Business Succession Planning | Estate Planning

How to Plan a Business Succession

February 26, 2023

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

Estate Planning

How to Choose your Executor and when to replace them?

February 25, 2023

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.

Elder Law | Estate Planning

Should Each Child Get Equal Inheritance?

February 23, 2023

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.

Estate Planning

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

February 19, 2023

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

Elder Law | Estate Planning | News

Accidents do happen are you prepared?

January 12, 2023

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

Estate Planning

What Happens When Gift and Estate Tax Exemptions Change?

January 11, 2023

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.