If you are thinking about giving a gift of significant value to a loved one during your lifetime, then you should take a minute to consider how it will impact your estate plan before you do. Otherwise, you may be…
So , You get it! You set up a Trust and understand the benefits of the Trusts. Now what? Let's talk about 9 Problems To Avoid with Your Trust. This is second part of my blog Trust and Problems. It…
The Nassau County Supreme Court recently granted a preliminary injunction, temporarily restraining a bank from selling the home of a woman with disabilities. This is significant because the bank was the trustee of the very Special Needs Trust (SNT) that…
It has been several years since you signed and funded your Living Trust to avoid probate. All seems ok but is it really? #1 Have you funded your trust properly? If you do not re-title or assign your assets to…
The death of actor Philip Seymour Hoffman is truly a great loss to the entertainment world, and a tragedy for the talented actor’s family and friends. Like the sudden and tragic death of actor James Gandolfini, estate planning lessons can…
When is the reading of the will? Usually there is no formal “will reading” for the family. If you are the next of kin, you hopefully are aware of the estate planning attorney that your family member used. Please contact…