As an elder lawyer in New York, I’ve noticed a recurring theme when helping families navigate the downsizing process. Parents often struggle to part with possessions because they hope to pass them down to their children. Yet when meeting with adult children after their parents’ passing, we frequently hear a different perspective: they feel overwhelmed...Read More

We’re tackling one of the more challenging legal processes that families face after the loss of a loved one: probate in New York. Probate is a court-supervised process that ensures a deceased person’s wishes are carried out as stated in their will. Though it can be complex, understanding the basic steps of probate can make...Read More

  Medicaid eligibility can be confusing when it comes to asset protection. Most people are concerned about Medicaid Asset Protection Trust’s pros and cons, which are part of estate planning strategies. A Medicaid Asset Protection Trust could help protect assets and qualifications for Medicaid for your loved one. But is it the right solution for...Read More

As an estate planning lawyer, I often see couples who view prenuptial agreements solely as divorce protection. However, a well-crafted prenup can be a powerful estate planning tool that helps protect both spouses and their children, especially in blended families.Read More

I've witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one's passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during this sensitive time.Read More

If you have the mind to protect your assets and make the process of estate distribution smooth, buying property in a trust may have been thrown across your path. Though highly advantageous due to the benefits associated with such a route, like tax advantages, privacy, and ease of inheritance, there are a few challenges. Below,...Read More

Many of us hesitate to change professional relationships, especially regarding legal matters. I often meet people who feel "tied" to their original estate planning attorney, even when that relationship no longer serves their needs.Read More

The short answer? Yes, if you manage a trust checking account and handle significant funds, it’s highly recommended that you include the name of your trust on checks. Should I put my trust name on the checks? This strategy helps you avoid complications and ensures compliance with legal requirements in many jurisdictions. An Trust and...Read More

To set up a trust fund bank account, you need to establish a trust, choose a trustee, and open a dedicated bank account in the trust’s name. This ensures your assets are managed and distributed according to your wishes, providing security for your loved ones. Learning how to set up a trust fund bank account...Read More

One of the most frequent questions I hear is, "Is my estate large enough to justify a living trust?" Behind this question often lies a deeper concern: "Am I making the right choice for my family's future?" Let me share something that might surprise you – the size of your estate is just one small...Read More