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Category: Estate Planning
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2026 Changes to Estate Planning and Administration in New York

Each new year brings changes from both the federal and state governments that can affect estate planning, estate administration, and elder planning.

January 14, 2026
Q&A: Preparing For End of Life Decisions

My mother is getting older and I am nervous I will not know how to make the right medical decisions for her if the situation arises. What can we do to prepare in case that happens?

April 7, 2017
Who is Responsible for an Estate’s Debts?

My father recently passed away. He owes more than he has in assets. As his surviving child, am I responsible for his debt?

March 6, 2017
Q&A: Estate Closure for My Mother’s Estate

I am the Executor of my mother’s estate. I have collected the assets, paid her expenses, and am ready to close the estate. Can you advise me on how to proceed?

December 12, 2016
In Terrorem Clauses

In Terrorem is a term derived from Latin which translates to “in fear.” An In Terrorem provision in a decedent’s Last Will and Testament “threatens” that if a beneficiary challenges the Will then the challenging beneficiary will be disinherited (or given a specified dollar amount) instead of inheriting the full gift provided for in the Will.

December 7, 2016
Avoiding Probate is Not a Panacea

What exactly is “probate” and why would you want to avoid it? Probate is the legal process whereby a last will & testament is determined by the Court to be authentic and valid.

December 6, 2016
Transfer on Death Accounts (TOD)

A designated beneficiary on a Transfer on Death (TOD) account has only an expectancy interest in the account and cannot use the funds in the account until the death of the account holder. With no present interest the designated beneficiary cannot withdraw funds for his or her personal use during the account holder’s lifetime.

October 28, 2016
Q&A: Health Care Proxy Accessing Records

I recently signed a Health Care Proxy naming my daughter to make healthcare decisions for me. Is she able to access my medical records and speak to Medicare and my supplemental health insurance company?

October 7, 2016
What is an Executor?

The Executor of an Estate is the individual named by the Decedent in his or her Last Will and Testament to act on behalf of the Estate. The Executor is entrusted with the responsibility of making sure the Decedent’s last wishes are carried out with regard to the disposition of the Decedent’s property, assets and possessions.

October 3, 2016
Estate and Gift Tax Planning

It is not unusual for a client to contact me and ask to review their estate plan. This may be precipitated by a recent diagnosis or simply by the passage of time. I have a checklist that I use when reviewing an estate plan if they have a taxable estate.

September 19, 2016
The Dangers of Preparing a Will Online

Using an online service to prepare your will can result in costly mistakes and may altogether fail to properly transfer your assets. Even if you have a relatively simple estate and plan to leave all your assets to your spouse or children, an estate planning attorney provide for family situations that an online will cannot.

September 12, 2016

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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