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Handling Stocks in a Probate Estate
While cash assets held in checking and savings accounts can be more straightforward to transfer to an estate, navigating a decedent’s interest in shares of stock can be a daunting task.
Over the past year, what seemed like solely a corporate law clashed with estate planning and trusts and estates law.
The 72.5 million Americans receiving social security will enjoy a 2.5% cost of living adjustment (COLA) increase in 2025.
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.
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.
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.
If you are a parent of a young child, you have probably heard that you should have a will. But do you know why?
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.
The filing requirements imposed on owners of corporate entities by the Corporate Transparency Act (CTA) are currently suspended.
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.
There are several ways one can make a charitable gift as part of their estate plan. First and foremost, you can always give during life.
Our Blog
Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.
