Discussing your estate plan is a hard topic to tackle. After all, it revolves around two of the most difficult subjects: death and finances. But an important step of handling your end of life matters involves bringing it up to your family. Is there any way you can...

You recently graduated from a New York college, and the last thing on your mind is estate planning. Should you at least set the foundation for your estate? U.S. News & World Report explains why recent college graduates should consider starting to secure their...

When it comes to making sure your estate passes on as intended, choosing a capable executor is just as important as creating a carefully considered will. After your death, your executor will be responsible for carrying out the terms of your will and guiding your...

New York residents like you put massive amounts of effort, time and assets into crafting your estate. You put just as much into creating an estate plan, which means you should have a solid foundation.  In other words, you need a good estate executor to ensure that...

A recent post on this blog detailed the benefit that gifting can provide to your estate plans. Yet at face value, that might seem counterintuitive; would parsing out gifts not deplete the amount that you have to pass on to your heirs? Many come to us here at Marcus,...

When dealing with matters of the estate, it is easy to feel overwhelmed. Estate planning has a lot of moving parts and a huge number of legal terms you likely never came across before. But it is important to start with a solid foundation. If you do, everything else...

No one knows when incapacity may strike. You could suffer a stroke or sustain a serious injury in a vehicle crash. Who will step in to manage your affairs? If you have powers of attorney for healthcare and finances, your trusted appointees will provide capable...

Whether your loved one recently passed away and you are unsure of how to approach tax matters or you are worried about the tax consequences of your own estate plan, you should have a clear understanding of relevant tax matters. From time requirements to tax rates,...

There are countless reasons people believe they don’t need to have an estate plan. Most commonly, they convince themselves that they are too young, too healthy, or not wealthy enough to warrant having end-of-life plans in place. On the contrary, few people wouldn’t...