How to Amend a Revocable Trust
How to Amend a Revocable Trust: A Step-by-Step Guide (With Sample Language) If you have a revocable living trust, you’ve already done something smart: you […]
How to Amend a Revocable Trust Read More »
Trusts
Medicaid Asset Protection Trust
What is a Medicaid Asset Protection Trust? A Medicaid Asset Protection Trust (MAPT) is a vehicle used to protect an individual’s assets from the excessive
Medicaid Asset Protection Trust Read More »
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 $15 Million—but New York’s $7.16
OBBA Estate Planning After Independence Day Read More »
Will vs. Trust In New York?
Quick Snapshot Lasts Only at Death Avoids Probate Offers Lifetime Control Stays Private Will ✔︎ ✘ ✘ ✘ (court filing) Revocable Living Trust ✘ (operates
Will vs. Trust In New York? Read More »
Guide to Trusts in NYC
Guide to Trusts in NYC This Guide to Trusts will help individuals understand what a Trust is, how it differs from a Will, and whether
Guide to Trusts in NYC Read More »
How to Avoid Probate in New York
How to Avoid Probate As a follow up to my How to Write Your Will Guide, I wanted to continue to help the google lawyer
How to Avoid Probate in New York Read More »
Advantages of a Revocable Trust
What are the Advantages of a Revocable Trust? Is a “Lifetime” or Revocable Trust for You? In certain, but not all, situations, it may make
Advantages of a Revocable Trust Read More »
Living Trust – What you Need To Know
Living Trust – What you Need To Know For most people, a Last Will and Testament is the first choice for passing on their assets
Living Trust – What you Need To Know Read More »
Testamentary Trust for Minors vs Living Trust
Testamentary Trust for Minors vs Living Trust What is a Testamentary Trust for Minors? A Trust is a contract. It is an arrangement where one
Testamentary Trust for Minors vs Living Trust Read More »
Get Paid for Serving as Trustee of a Trust in New York
Get Paid for Serving as Trustee of a Trust in New York Do you want to know how to get paid for serving as trustee
Get Paid for Serving as Trustee of a Trust in New York Read More »