If the nominated Executor in your Last Will and Testament dies, then you should meet with an experienced estate planning attorney to review and possibly update your will to account for the loss. If you do not update your Will,…
In the simplest terms, a Grantor Trust is a trust that authorizes a grantor (the person who set up the trust) to retain certain powers with respect to the property transferred to the trust and the trust administration. These powers…
Effective as of October 18, 2018, the Veteran’s Administration (VA) will be implementing significant comprehensive changes to the pension benefit rules. These rules were actually published back on January 2015 but have not been implemented until now. Some background first. …
Medicare recipients who reside in New York should keep an eye out for their new Medicare card. In an effort to prevent fraud, and fight identity theft, the federal government is issuing new Medicare cards to all Medicare beneficiaries that…
Relationships are complicated. Familial relationships can be more so complicated than any other relationship. Conflicts can arise between spouses, siblings, generations, and in-laws. Intra-family conflicts can occur where a family member is favored over others or is perceived to be…
Have you ever received an e-mail from someone you know that seems to be a bit suspicious? You know the one I mean. They say “Hey…check this out” and it only contains a link to an outside website. Or they…
As the use and installation of solar panels in residential homes become more prevalent, we are increasingly facing the question with our clients as what to do if they decide to sell their home after solar panels have been installed…
When you go to the doctor, you expect to be asked invasive questions. When you go see an estate planning attorney, however, you may not be expecting the same level of personal inquiries. After all, an attorney is not taking…
Recently, a client called me in a bit of a panic. She had just received the drafts of her Will and was shocked to see that it was thirty pages long! She didn’t understand why and told me all she…
Why we recommend the Peace of Mind Program to all our clients: The Peace of Mind Program [POM] is an ongoing maintenance program that provides a cost-effective way to ensure your plan is up to date and meets your goals…