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    Will Your Family Business Survive the Future? Succession Planning Considerations

    As an estate lawyer, I’ve seen many family businesses flourish across generations. Unfortunately, I’ve also witnessed others falter during the transition, not because of market conditions or competition but due to inadequate succession planning. The hard truth? Sometimes, the biggest threats to your business legacy come from within the family…

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    Downsizing with Your Children’s Inheritance in Mind

    As an elder lawyer in New York, I’ve noticed a recurring theme when helping families navigate the downsizing process. Parents often struggle to part with possessions because they hope to pass them down to their children. Yet when meeting with adult children after their parents’ passing, we frequently hear a…

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    How Does Probate Work in New York? A Guide to Navigating the Process

    We’re tackling one of the more challenging legal processes that families face after the loss of a loved one: probate in New York. Probate is a court-supervised process that ensures a deceased person’s wishes are carried out as stated in their will. Though it can be complex, understanding the basic…

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    Medicaid Asset Protection Trust Pros and Cons 

    Medicaid eligibility rules can be complex, especially when asset protection is a priority. Many families researching Medicaid Asset Protection Trusts’ pros and cons want to know whether these trusts offer the right solution for securing their financial future. A Medicaid Asset Protection Trust (MAPT) can help shield assets while allowing…

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    Beyond Marriage Protection: How Prenuptial Agreements Enhance Your Estate Plan

    As an estate planning lawyer, I often see couples who view prenuptial agreements solely as divorce protection. However, a well-crafted prenup can be a powerful estate planning tool that helps protect both spouses and their children, especially in blended families.

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    Beware These Estate Scams: A Guide to Protecting Grieving Families

    I’ve witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one’s passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during this sensitive time.

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