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A missing beneficiary can make probate more complicated. A will may name someone whom the executor cannot currently locate. Additional steps may be necessary to protect that person's interests. The beneficiary does not lose an inheritance simply because no one can...
Planning for long-term care can feel overwhelming, especially when nursing home costs in New York often exceed $15,000 per month. Many families assume they can simply give their assets to their children right before applying for Medicaid. However, state law prevents...
Long-term care can quickly drain family savings. A Medicaid-compliant annuity (MCA) can turn excess assets into a steady income stream while helping an applicant meet Medicaid's financial limits. But not every annuity qualifies. Its terms, payments and beneficiary...
Creating a will may not require retaining a professional, but it does require strict compliance with specific statutory rules. In New York, wills are subject to “execution formalities” that you must follow precisely. If you do not adhere to these requirements, the...
A trust can be an important part of your estate plan. You can put funds into a trust and then leave instructions for the trustee regarding how they can use those funds for your specified beneficiary. There are many different ways that you can do this, and every...
Modern estate planning involves much more than deciding who will receive your home, bank account or family heirlooms. The realities of the Digital Age have driven a pressing need for all adults – yourself included – to consider their digital footprint when estate...
Digital assets are far more common in 2026 than they were for previous generations. Americans spend millions of dollars annually on things that they do not own in any physical sense. This can get a bit complex when making an estate plan. There are some situations in...
When someone passes away, their estate generally goes through probate. Beneficiaries will typically get their inheritances, but it may not happen immediately. The probate process can take weeks or months, depending on the complexity of the estate, the availability of...
If you are worried about your family facing months of court delays and legal fees after you pass away, a living trust may offer a practical solution. Probate in New York can take significant time and money, and many people want to spare their loved ones that burden....
Many married couples spend years planning for retirement, but give little thought to the possibility that one spouse may eventually require nursing home care. Long-term care costs can be substantial, and without proper planning, those expenses may place a significant...
