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Choosing whether to make gifts during life versus after death depends on your goals and circumstances.

As our lives become more connected to technology, planning for digital property has become just as important as planning for tangible assets.

The probate process can be lengthy, especially when a complex family tree is involved. Thankfully, the Surrogate’s Court provides a simplified alternative for “small estates,” through a process called Voluntary Administration.

Minors cannot be left assets outright in New York. Minor beneficiaries must inherit in trust. If a minor inherits outright, a guardian must be appointed by the Surrogate's Court.

Many people think that once they sign a will or a trust, all of their assets will follow those instructions. The truth is that certain accounts do not go by what your will says.

Without a succession plan, a business owner’s family and/or co-owners are forced to make quick and stressful decisions. Having a procedure in place is invaluable.

MOLST forms and DNRs should be a topic of discussion when considering your advance directives, but it’s crucial to note that they are not legal documents.

While some Medicaid programs do allow recipients to own a primary residence, it is crucial to plan to protect your home.

As a legal adult, no other person, including your parents, can make health care decisions or manage money for you without the right legal documents in place.

An ABLE account is one solution of many for individuals eligible for government benefits looking to protect their benefits and preserve assets.