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Category: Estate Planning
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Latest News

Hon. Gail Prudenti Selected as a Top Lawyer in Long Island

We're excited to announce that Hon. Gail Prudenti has be recognized by the Long Island Herald as a 2024 Top Lawyer of Long Island award recipient for her excellence in the Trusts and Estates practice area.

April 22, 2024
Ensuring Your Will Adapts To Life’s Changes

Creating a will provides a semblance of control over the unknown and reassures us that our loved ones will be taken care of. If you executed your Wills in the 1990s, they would generally still hold validity today.

October 6, 2023
Guiding Your Executor: Navigating the Probate Process and Exploring Options

When you’ve taken the crucial step of drafting a Will, it’s equally vital to prepare your chosen executor for what lies ahead. Informing them ahead of time ensures a smoother process during what can be a challenging period.

October 2, 2023
Essential Estate Planning for You and Your Parents

Britt Burner discusses the importance of basic estate planning documents for all generations, including health care proxies, durable power of attorneys and last will and testaments for both your own planning as well as aging family members.

November 16, 2022
What steps should I take with my loved one’s estate and my own planning?

Whenever a loved one passes, especially one that was depended on, it is often difficult for one to even consider the next steps, yet alone know what those steps are.

July 20, 2022
How Often Should I Update My Financial & Legal Documents?

You should be checking on your accounts as often as you review your estate plan. In general, we recommend an estate plan review every three to five years. Any change in life circumstances or family, or changes in the law, will warrant a review of your plan as well.

July 8, 2022
Tax Season is the Perfect Time for Estate Planning

Spring is here and so is tax season. The income tax filing deadline this year is April 18, 2022.

April 6, 2022
What to Expect at Your Estate Planning Consultation

An estate planning consultation is not everyone’s idea of a good time. In some cases, people have put off estate planning for years – if not decades. Discussing the taboo triad of aging, death and money makes people uncomfortable.

March 2, 2022
Non-Fungible Tokens in Your Estate Plan

Although cryptocurrencies like bitcoin have gone mainstream, non-fungible tokens (NFTs) were relatively unknown until 2021. You may have heard about “Bored Apes” worth tens of thousands of dollars, “CryptoKitties” breeding, or artist Beeple selling an NFT for $69 million through Christies auction house.

February 25, 2022
How the SECURE Act Affects Your Retirement Account

On January 1, 2020, as we entered another year without any idea of what was on the horizon, a new federal law took effect regarding retirement accounts. The SECURE Act, “Setting Every Community Up for Retirement Enhancement”, affects millions of Americans who have been saving through tax-deferred retirement plans.

February 11, 2022
What makes a will valid in New York?

A Last Will and Testament allows you to direct where your assets go at your death and who will be legally in charge of the estate. New York law sets forth specific requirements for a legally valid will. Failure to follow such requirements will result in the Surrogate’s Court rejecting the Will as invalid.

January 21, 2022

Our Blog

Thought Leadership

Estate planning is all about preparation and ensuring that your assets are distributed in line with your wishes. It’s a comfort knowing your loved ones will be cared for just as you intend. However, life’s unpredictability sometimes throws a curveball. What if a beneficiary becomes disabled after you’ve finalized your estate plan?

September 8, 2023 Read Article

Estate planning involves careful consideration of various factors to ensure that your assets are protected and distributed according to your wishes. One element that can add an extra layer of flexibility and protection to your trust is the inclusion of a Trust Protector.

July 14, 2023 Read Article

Everyone knows the statistics – almost 50% of marriages in the United States end in divorce. Second and third marriages fail at an even higher rate.

May 15, 2023 Read Article

Mental illness refers to a wide range of conditions that affect an individual’s mood, thinking, and behavior. These conditions can affect a person’s ability to function in daily life and can vary in severity from mild to severe.

April 3, 2023 Read Article

When the SECURE Act passed in 2019, the biggest impact on estate planning was the elimination of the “lifetime stretch” for most beneficiaries of individual retirement plans (IRAs).

March 10, 2023 Read Article

We use the phrase “estate plan” dozens of times every day. It is useful for us attorneys because it describes a group of documents. Unfortunately, estate planning sounds much fancier than it is.

February 6, 2023 Read Article