Estate Planning - Estate Planning Lawyer

What Happens If You Inherit a Parent’s House?

Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.

Posted on: June 21, 2024

Stay-at-Home Parents Need an Estate Plan

However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.

Posted on: June 19, 2024

Essential Legal Documents for Graduating Seniors

Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.

Posted on: June 17, 2024

Estate Planning Questions for Couples with a Big Age Gap

For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.

Posted on: June 14, 2024

Estate Planning Checklist to Keep You Focused

For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.

Posted on: June 12, 2024

Diverse Family Structures Can Have an Impact on Estate Planning

The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.

Posted on: June 10, 2024

Another Lesson in Updating Beneficiary Designations in Long Island

Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.

Posted on: June 4, 2024

Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.

Posted on: June 3, 2024

How Younger Adults Take Charge of Estate Planning

Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.

Posted on: May 15, 2024

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