Why Your Children’s Inheritance Belongs in a Trust, Not in Their Marriage
Why Your Children’s Inheritance Belongs in a Trust, Not in Their Marriage
When parents think about leaving money to children, they usually...
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When Dementia Care Costs More Than a Family Can Afford (The Reality Most Families Don’t See Coming)
“I was just asked to create a Power of Attorney and a Health Care proxy for a man's long term partner of 30 years. Despite a long term relationship, they were not legally married. The partner was recently transferred to a nursing home after a hospital stay, and my client wanted to...
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Planning for Aging Parents: 6 Important Things Every Family Should Know
Planning for Aging Parents: 6 Important Things Every Family Should Know (And Why Waiting “Until Later” Can Create Major Problems)
Most adult children assume there...
Planning for Aging Parents: 6 Important Things Every Family Should Know Continue reading…
Is Your Business Protected If Something Happens to You?
"Is Your Business Protected If Something Happens to You?" with Katra Sverdlov
Is Your Business Protected If Something Happens to You? Continue reading…
What to Do When Your Parent Suddenly Enters Rehab or A Nursing Home: 7 Smart Steps (and 1 Critical Mistake to Avoid)
When a Parent Is Suddenly Admitted to Rehab or a Nursing Home
What to Do When Your Parent Suddenly Enters Rehab or A Nursing Home: 7 Smart Steps (and 1 Critical Mistake to Avoid) Continue reading…
What to Do When Someone “Steals” Your Inheritance
What You Need to Know About Inheritance Disputes in New York
When Something Doesn’t Feel Right
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How to Talk to Your Family About Estate Planning Over the Holidays
A practical guide to having important conversations with the people who matter most.
Why the Holidays Are the Best Time for These Conversations
For many families, Thanksgiving is one of the few times each year when everyone is in the same place. Between shared meals and...
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How Much Can You Leave a Non-Citizen Spouse Without Tax Consequences?
When one spouse is not a U.S. citizen, estate planning becomes more complex.
U.S. tax law limits the amount that can be transferred to a non-citizen spouse without triggering estate or gift taxes.
Understanding these limits and planning accordingly can help preserve more of your...
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What Does It Mean to Be an Executor, Trustee, or Agent?
Agents, Executors, Trustees — Explained Simply
When planning your estate, one of the most important choices you’ll make is who to appoint in key fiduciary roles. These people will make financial, medical, legal, and end-of-life decisions for you and your family — so it’s essential to understand what each...
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Do You Need Wills in Two Countries? How to Handle Cross-Border Estate Planning
Do you own assets or have residences in multiple countries? If so, you may wonder whether you need wills in each country. An experienced estate planning lawyer can walk you through the complexities of handling cross-border estate planning.
Understanding Cross-Border Estate Planning
Cross-border estate planning...
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