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Give the Gift of Estate Planning Legal Services to Your Loved Ones This Holiday Season

The young adults in your life may not have the proper legal documents in place to provide essential protection to their loved ones. Many parents, grandparents, aunts, and uncles are aware of the importance of having an estate plan in place. However, many adult children, [...]

Brittany Lawton2020-12-11T11:39:03-05:00December 11th, 2020|Estate Planning & Administration|
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Caring for Your Pets in the Event of Death or Disability

Owning a pet means a lot of playtime, cuddles, and memories throughout the years. Even though it’s difficult, we often wonder how we will adjust if we were to lose our pets. Very rarely do we think about what was to happen to our pets [...]

Brittany Lawton2020-11-24T16:41:25-05:00November 24th, 2020|Estate Planning & Administration|
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The basics of beginning estate planning

New York residents who own property or other assets should ensure that they have an estate plan in place to transfer those assets on to their loved ones after they pass away. Though the process of creating an estate plan may seem daunting, estate planning [...]

Anthony Troia2020-06-29T15:13:02-04:00June 24th, 2020|Estate Planning & Administration|
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Why estate planning is important

Having a detailed estate plan is critical for New Yorkers of any age. While it can be unpleasant to think about death and passing on assets, not doing so could have dire circumstances. Without a plan, family members could see a deceased relative’s assets go [...]

Anthony Troia2020-06-29T15:11:28-04:00May 22nd, 2020|Estate Planning & Administration|
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Should the trustee and executor be the same?

In New York, many people establish their estate plan with the trustee and executor being the same person. While that is common practice, it bears some inquiry whether it is the proper practice. The best answer is that it depends on the goal of the [...]

Anthony Troia2020-06-29T15:10:49-04:00May 12th, 2020|Estate Planning & Administration|
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Tips for crafting a power of attorney document

New York residents are allowed to give another person the power to make decisions on their behalf. A language contained in a power of attorney can be as narrow or as broad as the principal wants it to be. For instance, an agent may only [...]

Anthony Troia2020-06-29T15:10:02-04:00May 6th, 2020|Estate Planning & Administration|
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The importance of an estate plan for all adults

Adults in New York need an estate plan for a number of reasons. Without an estate plan, they have no control over what happens to their assets. An estate plan can also protect minor children and help ensure that a health care and financial plan [...]

Anthony Troia2020-07-14T18:49:42-04:00April 30th, 2020|Estate Planning & Administration|
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Steps in creating an estate plan

People in New York who have not yet created an estate plan may be prompted to do so by a personal event, such as marriage or the birth of a child. Changes in assets or in tax law could also remind a person of the [...]

Anthony Troia2020-06-29T15:08:54-04:00April 10th, 2020|Estate Planning & Administration|
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Options to minimize estate tax liabilities

Many people in New York may think of 529 plans solely as a matter of saving for their children’s education during their lives. However, these plans may also provide an estate planning option for people who want to lessen the estate tax burden. While the [...]

Anthony Troia2020-11-04T11:20:13-05:00April 9th, 2020|Estate Planning & Administration|
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What are powers of attorney

When people in New York think about the future, they may want to plan for a range of possibilities. One of the most important documents that people can include in their estate planning process is a power of attorney. This document carries a great deal [...]

Anthony Troia2020-06-29T14:30:19-04:00April 6th, 2020|Estate Planning & Administration|
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RECENT POSTS

  • Give the Gift of Estate Planning Legal Services to Your Loved Ones This Holiday Season
  • Caring for Your Pets in the Event of Death or Disability
  • The basics of beginning estate planning
  • Why estate planning is important
  • Should the trustee and executor be the same?
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