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HomeProbate

Posts in category: Probate

what happens when you are named a beneficiary

You’ve Been Named a Beneficiary. What Happens Next?

August 10, 2026
by Tiffany Caserta Estate AdministrationProbateProbate and Trust Settlement

Learning that you have been named as a beneficiary can bring several emotions at once. You may feel grateful that someone thought of you. You may still be grieving the person who died. At the same time, you may be wondering what happens next, how long ...

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will-vs-trust-estate-plan

Will or Trust? How to Choose the Right Estate Plan for Your Family

August 3, 2026
by Tiffany Caserta Estate PlanningProbateProbate and Trust Settlement

Many people begin estate planning with the same question: Do I need a will or a trust? It sounds like a simple choice. A will feels familiar and straightforward. A trust can sound more complicated, more expensive, or designed only for people with subst ...

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how long does probate take new york

Why Families Are Often Surprised by How Long Probate Really Takes

July 19, 2026
by Tiffany Caserta Estate PlanningProbate

"We thought everything would be finished by now." I hear that more often than you might think. The funeral has taken place. Friends and relatives have returned home. The will has been located, everyone seems to agree on what should happen, and it fe ...

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avoiding probate in new york

What Really Happens to a Family After Someone Dies Without a Will?

July 5, 2026
by Tiffany Caserta Estate PlanningProbateTrust

No family expects to have all the answers after losing someone they love. In the days following a death, emotions are already running high. There are funeral arrangements to make, family members to notify, and countless details to manage. Then someone ...

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properly funding a trust estate planning

The Trust Was Signed… So Why Is the Family Still Going Through Probate?

June 8, 2026
by Tiffany Caserta Asset ProtectionEstate PlanningProbate

The family believed everything had already been taken care of. Years earlier, their father had paid for a trust, signed all the paperwork, and proudly told everyone he had “avoided probate.” The estate planning binder sat neatly on the bookshelf, givin ...

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clarity

Don’t Face Probate Alone: How We Help You Find Clarity and Peace

August 16, 2025
by Tiffany Caserta Probate

When John’s mother passed away, he thought the hardest part would be saying goodbye. What he didn’t expect was everything that came next. Siblings arguing over who should get what. Distant relatives showing up with their own opinions about the will. St ...

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probate hearing

Your First Probate Hearing? Here’s What to Expect—And Why You Might Want to Avoid the Next One

June 13, 2025
by Tiffany Caserta Probate

Walking into probate court for the first time can feel like stepping into a new city without GPS. There are unfamiliar forms. A judge. Legal terms you’ve never heard before. And you’re doing it all while mourning someone you love. It’s a lot. At The Es ...

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probate administration

Probate Administration After a Loved One’s Passing – A Step-by-Step Guide

March 16, 2025
by Tiffany Caserta Probate

The call came late at night. Sarah’s father, Robert, had passed away unexpectedly. She was heartbroken but soon realized she had another overwhelming task ahead: settling his estate. Robert had a will, but Sarah had no idea what to do next. Was probate ne ...

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Screenshot 2025-02-02 at 2.29.54 PM

What to Expect During Probate Administration

February 17, 2025
by Tiffany Caserta Probate

When Mike’s father, Frank, passed away unexpectedly, Mike found himself thrust into a role he wasn’t prepared for: executor of his father’s estate. Frank had a will, but Mike quickly learned that having a will didn’t mean avoiding probate. Between family ...

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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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