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Relationships and Trust

There is nothing like meeting with a client face-to-face to understand the nuances of their plan. A person may have an idea what they want, but until they discuss their wishes with an attorney, there may be unintended consequences that person should try to avoid.

Establishing an Article 17-A guardianship and the Supplemental Needs Trust (SNT)

If your child with developmental or intellectual disabilities is approaching 18, consider applying to the court to be appointed as an Article 17-A guardian.
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The Deed You Might Want to Consider Adding To Your Estate Planning

New York State has recently enacted legislation that now allows the usage of a “transfer on death” (“TOD”) deed. Joining 20+ states that have a similar deed in place, this significant change in estate planning allows a property owner to simplify the estate probate process by...

After A Loss: Your Guide To Legal Matters And How To Prepare

Losing a loved one is incredibly difficult. You are grieving, planning for family members and friends to come into town, making decisions regarding funeral services and memorials, and maybe facing financial hardships. It’s a time of stress, overwhelm, and great sadness. The last...

I’m Back!

What happens to your estate and assets when you pass away? Who will take care of your minor children if you pass away or can no longer take care of them? Who will make medical decisions for you if you are unable to communicate? This is the perfect topic to kick off my return...

Milestones + Your Attorney

Major milestones in your life happen either by plan, or when you least expect it, and your attorney is one person you can turn to when those moments occur for support.

5 P’s To Review This Year

We are a couple of months into the new year and it's a great time to examine 5 very important P’s in your life.

Preparation + Support

I’ve discussed the importance of advanced directives in the past. I still believe even if you don’t feel like you need a will, you really should have a power of attorney, health care proxy and living will in place. Unthinkable things happen, especially in this unsettling time.
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Do You Have A Plan For Your Pet If You Are Disabled Or Die?

If you are an animal lover and have animal companions, the best thing you can do to protect that animal is to devise a plan for disability and death. You can create a Pet Trust.

A Basic Overview of Trusts

As part of the year’s end, we are finishing up our series on estate planning and this month we are giving you a basic overview of the different types of trusts you can utilize in your estate planning.
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