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Category: Estate Planning
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Tax Season is the Perfect Time to Review Your Estate Plan

Tax season is typically focused on reviewing the financial events of the past year, while estate planning is designed to prepare for the future. Although these areas may seem separate, they often overlap.

March 18, 2026
Executor Commissions in New York State

I was named as the Executor in my mother’s Will. Do I receive a fee for serving as Executor of the Estate?

June 1, 2018
Why Do I Need an Estate Plan If I Don’t Have Any Assets?

Do I need an estate plan if I have no assets?

May 25, 2018
Joint Accounts

Question: Someone told me to avoid probate, so I have added my two children as joint owners on my bank accounts or put them “in trust for” my children. Does this protect my assets from Medicaid too?

May 18, 2018
Statutory Gift Riders and Durable Power of Attorney

New York State’s Durable Power of Attorney is a document in which a person referred to as “the Principal” can designate another person or persons referred to as “Agents” to act on their behalf with respect to all business and financial matters.

May 14, 2018
Why Do I Need a Last Will and Testament?

Planning for the future can sometimes be difficult. Creating an estate plan can give you the peace of mind you need, while also making it easier for your loved ones to handle your affairs when you die.

May 7, 2018
Giving Your Estate Plan a Spring Cleanup

Spring cleaning has me thinking I may need to update more than my window treatments. What changes should I be making to my estate plan?

April 25, 2018
Who Inherits My Property If I Die Without a Will?

I am an unmarried person and do not have any children. My parents died many years ago and I have no siblings. Who inherits my property if I die without a will?

April 6, 2018
Preliminary Executor

I am the nominated Executor under my mother’s Will, which my sister is in the process of contesting. I understand that a Will contest may be a lengthy proceeding. Is there any way I can be appointed to act on behalf of the estate while that proceeding plays out?

February 23, 2018
Article 17-A Guardianship vs. Article 81 Guardianship

In New York State, when a person turns eighteen, they are presumed to be legally competent to make decision for themselves. However, if a person is intellectually disabled or developmentally disabled, as defined by Article 17-A (“Article 17-A”) of the Surrogate’s Court Procedure Act, a parent or concerned relative can ask the Surrogate’s Court to appoint a guardian to assume the decision-making functions for that person.

February 22, 2018
MOLST Form

My mother has been diagnosed with a terminal illness and has specific wishes with regard to end of life decisions. She executed a living will and a DNR during her last hospital stay; however, she is concerned that her wishes may not be followed. Is there any other document that would ensure her wishes are carried out?

February 16, 2018

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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