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HomeEstate Planning

Posts in category: Estate Planning

estate planning family

How to Protect Your Home Through Estate Planning

July 26, 2023
by SM_Admin Estate Planning

For many Americans, the family home is their most valued asset. If you wish to protect and preserve the integrity of your home for generations to come, Estate Planning can be a prudent strategy for ensuring your wishes are honored upon your death. If

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The Importance of Estate Planning For Young Professionals

July 25, 2023
by SM_Admin Estate Planning

  While Estate Planning is often associated with an older demographic, it is never too soon to start planning for the future. Establishing a comprehensive Estate Plan is particularly beneficial for young professionals who are seeking to accumu

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estate planning

Six Ways Estate Planning Now Benefits You and Your Loved Ones

June 16, 2023
by SM_Admin Estate Planning

It's easy to overlook the potential impact of estate planning, but if you've ever been party to a probate estate where someone didn't do any estate planning, you've seen the havoc this can cause. By taking some time in advance and communicating with a

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Revocable trust on a wooden desk.

The Four Biggest Benefits Of A Revocable Living Trust

April 27, 2023
by SM_Blog Estate PlanningRevocable Trust

Creating a trust gives you more control and flexibility over the estate planning process, but not all trusts are created equal. As you may learn from working directly with your estate planning attorney, various types of trusts may be used to help you acco

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Law should know concept, The lawyer explained to the client to plan the case in court.

What Does A Divorce In New York Mean for My Estate?

March 15, 2023
by SM_Blog DivorceEstate PlanningTrust

Numerous estate planning changes may be required after you get a divorce. Some of these may occur automatically but it is a mistake to assume that all of these will be updated immediately without additional provisions. Any separation agreement in New Y

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Collection of paintings of modern artists on walls of gallery

Governance Plan for Artwork: What to Know

February 28, 2023
by SM_Blog Estate PlanningGovernance Plan

Plenty of artists and art collectors call New York City home. As an artist, you might have many different pieces that must be accounted for in your estate plan. Similarly, as a collector, there are unique considerations that influence the transfer of thes

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Shot of a woman going over paperwork with her elderly mother at home

Women Need to Consider Their Own Estate Planning Needs

January 14, 2023
by SM_Blog Estate Planning

One recent study highlights just how important it is for women to be in touch with their assets, liabilities and estate plan. The Fidelity Investments 2023 Financial Resolutions Study set found that women are more likely than men to explain their relation

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Home sales agents and buyers work on signing new homes and shaking hands.

What Is a Deathbed Gift?

November 15, 2022
by SM_Blog AssetsEstate PlanningProbate

There are many reasons why someone might not think about estate planning or take proactive steps to support estate planning in New York. Unfortunately, failing to plan makes it difficult to ensure that your wishes are honored. A sudden diagnosis or accide

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“Ask Andy:” FREE Answers to Your Estate Planning Questions

September 28, 2022
by SM_Admin Elder LawEstate Planning

Have you ever wanted to ask an experienced estate planning and elder law attorney anything about their areas of practice—and get answers for free? You could ask about: Wills and trusts; How to get assistance from Medicaid to pay for nursing hom

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Durable power of attorney document

What Are Standards Of Competence Considered In Signing A Durable Power Of Attorney?

September 15, 2022
by SM_Blog Estate PlanningPower of Attorney

Creating a durable power of attorney is important for the creator to protect their decision making abilities and document what is most important to them. In order to prevent the possibility of someone alleging that a power of attorney is invalid due to la

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