Our Estate Planning Library

When you want to dig a little deeper into the options you have in New York state for protecting your assets and providing for your family, take a look at the articles in our estate planning library. We provide in-depth information about the importance of certain estate planning tools and what you should be thinking about at each stage of your life to prepare for the eventuality of your death or incapacitation.

Page 1
What Dying Intestate Means for Your Heirs If you die without a Will or estate plan in New York, your heirs may not receive their proper inheritances or end up in court to resolve their legal disputes.
Why You Should Include Tax Planning in Your New York Estate Plan A New York estate planning attorney examines how much of your assets could be subject to state and federal tax laws and how to preserve your wealth.
How to Get the Most Out of Payable on Death Designations for Bank Accounts Have you named a beneficiary on your bank accounts? A New York estate planning attorney explains the pros and cons of payable on death designations.
Unmarried Couples Have Unique Estate Planning Concerns If you do not have these New York estate planning documents, your partner is at risk of losing your shared home, family funds, and minor children.
Estate Planning Concerns for Married Couples in New York Marriage is an important milestone for your relationship, but it is also one of the reasons to consider creating or updating your estate plan.
Special Estate Planning Rules for Retirement Accounts Always consult with an estate planning attorney before retitling an IRA, 401k, or another retirement plan into the name of your revocable living trust.
How to Avoid Errors and Ambiguities in a Last Will and Testament Could your wishes be misinterpreted after your death? Discover the most common errors and ambiguities in a will and how to correct them effectively.
Mistakes People Make When Acting as the Administrator of a Trust Trustees can make mistakes ranging from simple oversight to intentional misappropriation of funds. Discover common errors trust administrators make.
Using Your Estate Plan to Protect Your Children A properly prepared estate plan ensures that your children will be provided for no matter what the future holds.