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Legacy Contacts and Estate Planning
When we think about estate planning, we typically think about Wills, Trusts, and who will inherit our assets. Often overlooked are our digital assets: the photographs, messages, and documents stored in iCloud. Will your loved ones be able to access them? Not necessarily.
For every IRA you should complete a beneficiary designation form. Keep a copy of the form(s) among your important papers. Do not rely on the financial institution to keep copies.
Individuals who have received benefits under the New York State Medicaid program are subject to estate recovery for all assets passing through their probate estate. This is a minimum requirement under Federal Law.
The fact that your aunt has a diagnosis of Alzheimer’s disease, does not necessarily mean that she cannot execute a power of attorney. While it may seem like a decision to be made by her doctor, it is actually the lawyer who will determine if she or he feels your aunt has capacity.
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Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.
