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National Estate Planning Awareness Week, observed from October 17-23, 2023, is an annual reminder of the importance of planning for the future. This week prompts us to think critically about what lies ahead and how we can ensure the protection and well-being of our loved ones. Estate planning might sound…

The loss of a loved one is always a challenging time. Amidst the emotional turmoil, there are several practical tasks that must be undertaken. One of the foremost among these is obtaining the deceased’s death certificate. I’m here to guide you through the process to make it as straightforward as…

When there’s a significant age difference between your children, estate planning can require extra attention to detail. You’re not only considering their immediate needs but also forecasting the challenges each child may face at different life stages. Let’s discuss the nuances you should consider in such situations. 1. Education Funding…

If you’ve ever questioned the difference between guardianships and powers of attorney for seniors, you’re not alone. As a New York elder lawyer, I often field questions about these two distinct yet related legal mechanisms. Here’s an explanation to help you understand the nuances of each. Guardianships Explained Guardianships typically…

For many retirees, dividing time between two beloved locations is the dream. Known as “snowbirds,” these individuals enjoy northern US states in the summer before flocking to warmer climes come winter.  While this lifestyle has many advantages, it can significantly impact the distribution of your assets when you pass away.…

Inheriting assets is a mix of honor and responsibility. As a probate lawyer, I’ve seen many people unprepared for the implications of managing their inheritance. The inclination to treat an inheritance as “bonus” money is common, but there are many pragmatic ways to use these funds for future benefits. Integrating…