Blog

Understanding what is the purpose of a trust account is essential for individuals setting up an estate plan. A trust account allows assets to be securely managed according to specific legal instructions, ensuring they are distributed properly to...Read More

As an estate lawyer, I’ve seen many family businesses flourish across generations. Unfortunately, I’ve also witnessed others falter during the transition, not because of market conditions or competition but due to inadequate succession planning. The hard truth? Sometimes,...Read More

While meeting with clients, as an estate planning lawyer, I often hear this question: “Should I add my family member to my accounts as a joint owner, or set up a Power of Attorney?” While adding a joint...Read More

The consequences of undue influence can be devastating, potentially tearing families apart, invalidating wills, and leading to costly probate disputes. This often occurs when vulnerable individuals, such as the elderly or ill loved ones, are pressured into decisions...Read More

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...Read More