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Estate Planning Considerations When Helping Your Child Buy a Home

As home prices continue to rise, many parents are helping their adult children purchase their first homes. Many parents do not realize that this type of financial assistance can have estate planning implications.

July 6, 2026
Agent Responsibilities Under a Durable Power of Attorney

I was recently named as an agent on my mother’s Durable Power of Attorney which included a “statutory gift rider.” What is this document and what responsibilities will I have?

May 2, 2016
Power of Attorney (POA) on a Bank Account

I am listed as power of attorney on my mom’s bank account. Will I be able to access this money after she dies to pay for the funeral?

April 22, 2016
Lost Will

I recently executed my will and other estate planning documents. I want to keep it in a secure location; however I am concerned that I may store it in a place where my executor cannot find it. What happens if the executor cannot find my will when I pass away?

April 16, 2016
Who Inherits My Estate If I Die Without a Will

I am unmarried and have no children. My parents are deceased and I have one sibling, a sister. I currently have no will. Who would inherit from my estate if I died without a will?

April 16, 2016
Capacity to Sign a Power of Attorney

My mother has just been diagnosed with Dementia. It is in the early stages and she is still very lucid, can she still sign a Power of Attorney?

April 15, 2016
Grantor Trust Rules

The grantor trust rules came about after high earners tried to lower their income tax consequence by scattering their income to various trusts over which they maintained control. By spreading their income out, the earners were subject to the lower tax brackets.

March 18, 2016
Do I Need a Will to Go Through the Probate Process?

Do all Wills have to go through probate?

March 18, 2016
Insufficient Power of Attorney

years ago, my mother signed a General Durable Power of Attorney and named me as Agent.  I was recently told that there is a possibility that the Power of Attorney may not cover all transactions.  Could that be true?

February 12, 2016
2016 New York State Estate Tax Update

I read somewhere that the New York State Estate Tax Exemption was increasing again this year, could you explain this to me?

February 8, 2016
Credit Card Debts of Decedent

My mother passed away with $20,000 in credit card debt. As the Executor of her estate, am I liable for these bills?

January 20, 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