Writing a comprehensive estate plan through wills and trusts helps protect your family's future and preserve your wealth for the next generation. These fundamental estate planning documents work together to control how your assets are distributed and can provide...
Estate Planning
3 qualities to look for in a health care proxy
It is important to appoint someone to make health care decisions on your behalf if you lose the ability to do so. Your health care agent will also, to the extent possible, and in compliance with the law and medical practice and ethics, ensure doctors follow your...
Estate planning after a terminal diagnosis
Receiving a terminal diagnosis is a virtually indescribable turn of events. If you have recently received a terminal diagnosis, you are almost certainly grieving and shouldering a host of other kinds of emotional weight. Unfortunately, there are tasks that you may...
3 steps to follow when preparing your digital estate plan
As more of life happens online, your digital presence becomes a meaningful part of your legacy. From banking apps and cloud storage to social media and cryptocurrency, the assets you control digitally need the same care and planning as your physical belongings. ...
5 times to update your estate plan
Many people forget that they have an estate plan. As a result, several years may pass without any changes to a will or other legal documents. This can cause a testator’s (the person who makes a will) last wishes to become outdated. If the testator passes away without...
Tips to choose the best executor for your estate
Choosing an executor for your estate is a significant decision. The person you select will assume responsibility for handling your financial, legal, and personal matters after your passing. Careful consideration of a few key factors can help ensure the choice is...
What is a power of attorney and why is it necessary?
A power of attorney (POA) is n essential legal document that allows one person to appoint another to handle specific financial and legal matters on their behalf. You may need a POA to ensure others respect your wishes if you can't make decisions for yourself. It's...
How can a healthcare proxy protect your medical wishes?
Of course, medical emergencies happen without warning. While no one likes to think about these situations, you can take control by deciding who will speak for you during a health crisis. What is a healthcare proxy? A healthcare proxy lets you pick someone to make...
Probate vs. non-probate assets in New York: What executors need to know
The passing of a loved one is already an emotionally challenging time, and the responsibility of being an executor of their estate can feel like an additional weight on your shoulders. You might be worried about making mistakes, unsure of where to start or concerned...
Estate planning for blended families: What you need to know
If you are part of a blended family, you know that love and commitment can create strong bonds. However, these families face unique challenges when it comes to estate planning. Understanding why estate planning is crucial for blended families and how it can benefit...