a person pouring wine from decanter into a wine glass on a table

Our Blog

Category: Estate Planning
Home > Estate Planning

Latest News

Protecting Your House When Moving Into a Nursing Home

The biggest concern that most have when they are in need of long-term nursing home care is that their primary residence will not be protected. This may or may not be true.

March 22, 2025
Medical Directives For Health Care Planning

While it is not necessary to have an attorney when dealing with health care documents, most attorneys will assist clients with executing a living will, health care proxy, and HIPAA release form as part of their estate plan.

March 18, 2025
Who Gets a Copy of the Will Before Death?

No one other than the person who is establishing a will, otherwise known as the testator, an attorney draftsperson, and the two subscribing witnesses need to see the document before your death.

March 13, 2025
Social Security Retirement Income Changes in 2025

The 72.5 million Americans receiving social security will enjoy a 2.5% cost of living adjustment (COLA) increase in 2025.

February 25, 2025
What’s the Difference Between a Last Will and Living Will?

A last will and testament is meant to respect your wishes in the time after your death, while a living will is used to honor your wishes in the last moments of your life.

February 21, 2025
What if I Don’t Want to Be an Executor?

You can renounce your right as Executor and decline to act by simply signing a Renunciation of Nominated Executor form in front of a notary.

February 14, 2025
Estate Planning Basics for Young Adults

Whether you are 18 or 81, there are four key documents you should consider: health care proxy, HIPAA release form, living will, and power of attorney.

January 28, 2025
Why Every Parent Needs a Will

If you are a parent of a young child, you have probably heard that you should have a will. But do you know why?

January 23, 2025
How a New York Transfer on Death Deed Avoids Probate

The Transfer on Death Deed is a provision under New York State Real Property Law that provides property owners with the ability to designate beneficiaries who will inherit real property upon their passing, bypassing the probate process.

January 16, 2025
New Information for Business Owners: Corporate Transparency Act

The filing requirements imposed on owners of corporate entities by the Corporate Transparency Act (CTA) are currently suspended.

December 27, 2024
How Much Can You Gift Tax Free?

Gifting can be gratifying and can also provide an income tax benefit as the year comes to a close. Learn more about how much you can gift tax free this holiday season.

December 23, 2024

Our Blog

Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article