Probate Assets – What are they?
Probate assets are Assets that do not Pass by Beneficiary Designation or Operation of Law. Consider the following example: Gretta died in February 2019 domiciled …
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SCPA 1404 Discovery
Looking to Challenge a Will in NYC? (Conduct your SCPA 1404 Discovery First) Certain individuals can request SCPA 1404 discovery before objecting to a Will. …
How to Execute a Will in NY
A Will is a written instruction manual for disposing of your assets. It is a document that overrides the New York State default rules for …
Contest a Will in New York
Should You Contest a Will? Any person who is affected by a Last Will and Testament or a Trust may contest a will, or, challenge the Will, after it …
Preliminary Letters Testamentary
Preliminary Letters Testamentary Authorize Immediate Access to a Decedent’s Estate. Why Would I Need Preliminary Letters Testamentary? Imagine the following: your parent or loved one …
PROBATE ASSETS vs. NONPROBATE ASSETS
People often confuse nonprobate assets and probate assets. They also often confuse taxable vs. non taxable assets. Probate assets are those that do not have …
NYC Estate Planning Basics
NYC estate planning is more than just writing a Will. NYC estate planning is about avoiding family disputes, maximizing access to government benefits, minimizing taxes …
Estate Planning Awareness Month
Estate Planning Awareness Month: Debunk These 5 Estate Myths October is National Estate Planning Awareness Month. Estate Planning Awareness month aims to teach us that …
What is the role of a Court Evaluator in a NYC Article 81 Guardianship Hearing?
The Court Evaluator plays an important role in an Article 81 Guardianship proceeding in NYC. The Court Evaluator is the eyes and ears of the …
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Temporary Letters of Administration
Temporary Letters of Administration Temporary Letters of Administration are generally issued in anticipation of permanent letters. They differ from full Letters of Administration because the …