It is a common misconception that a Last Will and Testament is only for grandpa sitting in front of the fireplace deciding what his children and grandchildren will receive once he is gone.
How to Maximize Your IRA for Future Generations and Protect It from Creditors Who should read this article? Anyone who has a large part of their wealth in an IRA or Retirement Plan. If you’re like many people with an IRA account, you may consider using it as part of you estate. In that case,…
What’s a “blended family?” This article is about second marriage estate planning and the blended family. A second marriage in estate planning is sometimes referred to as the “Blended Family” situation. The term describes where one or both spouses in a marriage have been married before. Each spouse has children and or grandchildren that are…
Can I Probate Without A Lawyer in New York – What Are the Considerations? I give workshops on estate planning regularly. One of the questions attendees most frequently ask is: do I need a lawyer to probate a Will in New York? Of course, it is permitted to Probate a Will without a lawyer in…