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Category Archives: Estate Planning

Effects of a Divorce on Estate Planning

Jan 01, 2015
In addition to the emotional and financial ramifications of a divorce, there are important estate planning implications for clients contemplating divorce or separation. Along with selling, dividing, a ...
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Joint Ownership of Assets

Sep 02, 2014
A significant portion of the assets we own are held jointly with another person. Almost anything, including real property, bank accounts, and investment accounts, can be, and often is, owned jointly. ...
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What’s So Bad About Writing Your Own Will?

Jul 08, 2014
Almost everyone can draft their own will – just like most people can give themselves a haircut – but the question is should they. There are many websites and form books offering a do-it-yourself servi ...
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Intestacy Laws: Dying Without a Will in NY

Apr 10, 2014
A person who dies without a will in New York is said to have died intestate. If a person owned assets, they either pass automatically, such a joint accounts and accounts with beneficiary designations, ...
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Medicaid Planning with a Life Estate Deed

Mar 13, 2014
As we discussed in the previous article, in order to avoid Medicaid liens and estate recovery, elder law clients would be well advised to learn about their rights to protect their homes. This is true ...
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Disinheriting a Spouse and the NY Spousal Ri...

Dec 31, 2013
What would you do if you found out that your spouse completely disinherited you? Perhaps you are thinking about disinheriting your spouse in your estate plan. Is your spouse entitled to a portion of y ...
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Drafting Wills & Trusts for Beneficiari...

Sep 25, 2013
Michael and Joan came in to my Queens estate planning office to re-draft estate planning documents that they had prepared over a decade ago. Their wills, like those of many married couples, left every ...
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New York Health Care Proxy

Aug 18, 2013
General Overview: As a New York estate attorney, I regularly prepare documents which protect my clients in case of their disability. One of the most important documents in an estate lawyer’s arsenal i ...
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Planning for Incapacity With a Living Trust

Jul 03, 2013
As we covered in the first part of this series, the likelihood of becoming incapable of taking care of one’s financial affairs at some point in life is fairly high. Having already discussed incapacity ...
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What Happens to Your Assets When You Die?

May 21, 2013
A question I hear often from clients is: “What will happen to my assets when I die?” This sobering question is important not just for the person asking it, but also for the loved ones that they leave ...
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The Difference Between a Will and a Living W...

Mar 22, 2013
In my estate planning practice, as well as during the seminars that I give, I regularly speak to clients who are unsure of the distinction between a Will, also known as a last will and testament, and ...
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Protecting Your Home and Assets From Medicai...

Dec 21, 2012
I often see clients who are Medicaid recipients and are concerned that Medicaid may try to take their home or other property after their death. It is also a real concern to many elderly clients who ar ...
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