As a beneficiary of an estate or trust you have a legal right to information, even if you were not named as the fiduciary (executor or trustee of an estate). If you are a beneficiary who is not getting answers…
A Health Care Proxy in New York is an estate planning or elder law document that allows you to appoint a trusted adult person to make medical decisions for you if you can't. This document is also used to provide…
If you are an estate trustee managing a trust or an executor of an estate that owns real property, you may need to sell the real property throughout the course of trust or estate administration. Before moving forward with the…
It is common for older adults diagnosed with dementia to lack the necessary resources to care for themselves over time. If you or a family member has received a dementia diagnosis, begin immediately to discuss and seek guidance for future…
A family member or friend may ask you to act as power of attorney to make medical or financial decisions on their behalf. This person may be planning for a time when they can't take care of their affairs due…
For many, Halloween is a time to carve pumpkins together, dress up kids in costumes, and send them house to house to trick-or-treat for their favorite candy. Halloween candy wasn’t always popular. It began in the 1920s and 30s, becoming…
Unfortunately, seniors are prime targets for financial abuse and scams. The elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s crucial to have planning in place to protect seniors and…
Legal disputes over wills and trusts, guardianships, and conservatorships can affect the authenticity of gifts and the ownership of family homes and land. The most successful approach to mitigating or avoiding probate litigation is carefully planning for the future. Comprehensive…
Parenting a child with special needs comes with unique responsibilities. Funding a special needs trust (SNT) with life insurance is one of the most important things you can do to provide additional monies while protecting eligibility for government benefit programs…
A family member’s passing is a difficult time that leads the family to question, among other things, what to do with their car. The decedent’s car is part of their estate and the estate administration process, requiring action by the…