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OBBA Estate Planning After Independence Day

OBBA Estate Planning now, more than ever, involves use of disclaimer (credit shelter) trusts as the Federal Exemption Soars to […]

Will vs. Trust In New York?

Quick Snapshot Lasts Only at Death Avoids Probate Offers Lifetime Control Stays Private Will ✔︎ ✘ ✘ ✘ (court filing)

How to Avoid Probate As a follow up to my How to Write Your Will Guide, I wanted to continue

What are the Advantages of a Revocable Trust? Is a “Lifetime” or Revocable Trust for You? In certain, but not

Contested Probate Proceedings in New York Probate proceedings in New York can often be straightforward, allowing for the efficient distribution

Imposing a Surety Bond On Your Fiduciary? Consider these Pros and Cons When drafting your NYC Last Will and Testament

Compel Production of a Will As a beneficiary or distributee, you can Compel Production of a Will when the executor

New York Probate Process The purpose of this guide is to help you understand the New York Probate process. The

Living Trust – What you Need To Know For most people, a Last Will and Testament is the first choice

What are the Duties of a Guardian under Mental Hygiene Law Article 81? What are the duties of a guardian?