Tips for Probating a Will within New York City:
Oct 25, 2016
Below is information you will require to submit a Will to Probate Read the Will Make a list of the people or organizations who inherit under the Will. Write down their names and addresses. You will ne...
See Full Guide
Do You Need to Probate when Real Property is the Sole Estate Asset?
Oct 25, 2016
Although you do not need to probate or administer an estate when the sole asset is real property, you will need to satisfy a title company if you ultimately want to sell the property. Here are three w...
See Full Guide
Should I ask the executor/guardian/trustee/power of attorney for an accounting?
Feb 16, 2016
An accounting should provide complete disclosure of a fiduciary's actions pertaining to a trust/estate/guardianship/agency relationship. Each beneficiary has a right to review the transactions underta...
See Full Guide
How does this windfall affect my benefits?
Jan 24, 2016
This year has already turned into a financial win for Joe. First, his great-aunt Lucy left him money in her Will. Then, his personal injury attorney called to tell him that the lawsuit settled and he...
See Full Guide
Do you need a Will?
Oct 25, 2015
A Last Will and Testament (“Will”) is an opportunity to direct the distribution of your assets. The following is a list of common questions to ask in order to determine whether you should create a Wil...
See Full Guide
The Scoop on Long Term Care Insurance.
Oct 18, 2015
This guide explains the concept of long term care insurance and advises on whether it makes more sense to purchase a quasi-government, rather than purely private, form of long term care insurance. Wha...
See Full Guide
Is a "Lifetime" (or Revocable) Trust for You?
Oct 11, 2015
In certain, but not all, situations, it may make sense to create and fund a "lifetime" (or revocable) trust. The below are a few factors you should consider in determining whether such a trust makes s...
See Full Guide
The Ups and Down of Co-Executors
Oct 04, 2015
Often times, clients indicate a desire to appoint multiple co-executors. While clients’ intentions are to simplify the probate process, appointing co-executors may not always be strategically advantag...
See Full Guide
Congratulations! You Just Executed Your Last Will and Testament - Now What?
Sep 26, 2015
A few things to think about after you have executed your Will. Beneficiary Designations Your Will is only valid on your "testamentary" assets, or, assets that have not been allocated to a person, or f...
See Full Guide
"Cracking" open Decedent's Safe Deposit Box
Sep 11, 2015
Banks often seal safe deposit boxes following the death of an owner, even if the owner is a co-owner or co-signer. An interested party may access the box for certain purposes, (e.g.: inspection of ass...
See Full Guide
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained