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New York offers an exemption or credit towards school taxes to homeowners who meet certain criteria, through a program called the New York State School Tax Relief.

If a person does not have the mental capacity to sign either a power of attorney or health care proxy, Article 81 guardianship may be appropriate.

The end of the year is a practical time to check whether anything has changed since you last reviewed your plan. An estate plan reflects your assets, the people and causes important to you, and your wishes at the time it was signed.

Many people are surprised to hear that a person’s debt does not simply go away upon his death. When someone passes away, his debts are typically owed by, and paid out of, his estate.

I read Virginia Woolf’s A Room of One’s Own at an impressionable age. It was the 1980s, and women were grappling with issues of economic independence and freedom. I came away from that book believing, perhaps too simply, that economic independence was the key to every other kind of independence.

Business owners spend years building their companies, but too often they fail to plan for what happens when they are no longer able to run the business.

Retirement accounts come in different shapes and sizes. Estate planning for retirement accounts varies depending on the type of account. The most common kinds of retirement accounts include 401(k)s, pensions, and Individual Retirement Accounts, or “IRAs.” 

The "Pied-à-Terre Tax" is also known as the "Non-Primary Residence Property Surcharge." It is an annual tax imposed by the New York City Department of Finance on secondary residential properties, or a property within the five boroughs which is not a primary residence.

My husband Michael is not here, but forty-six years ago today we were married and began a life together. That life happened. That love happened. It was not always easy.

Ideally, estate planning is completed before a health crisis or dementia diagnosis. But a diagnosis doesn't necessarily mean it's too late. If a loved one has recently been diagnosed, it's important to find out what can still be done before those options become more limited.