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Early Alzheimer’s Diagnosis: Why You Need Incapacity Planning Now
An early-stage Alzheimer’s diagnosis opens a window for asset protection planning and incapacity planning that won’t stay open forever. Most families don’t realize that waiting until care is needed means losing the chance to…
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The Timeshare Dilemma: Do I Have to Accept an Unwanted Inheritance?
“My relative is leaving me their timeshare in their will. Do I have to take it?” Short answer: No. You can refuse property you don’t want. But you need to understand how it works…
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Estate Planning in NY: When a Will Is Not Enough
A will is an important document, but it’s only part of estate planning. Wills work after you die—they don’t help if you become incapacitated. If you have a stroke, develop dementia, or can’t manage…
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Critical Times to Update Your Estate Plan
Just Got Married or Divorced? 5 Critical Times to Update Your Will in Westchester Estate planning isn’t something you do once and forget about. Your life changes, and your estate plan needs to change…
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How to Transfer Your Home to a Trust in New York: A Step-by-Step Guide
So you’ve decided that putting your home in a trust makes sense for your family. Now what? The process of transferring your home to a revocable living trust in New York is more straightforward…
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Should Your Home Go Into a Trust? A Guide for New York Families
“Should I put my house in a trust?” It’s one of the most common questions I hear from clients – and for good reason. Your home is likely your most valuable asset, and you…
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Why Should I Create an Estate Plan?
“But isn’t estate planning just about… death?” We hear this a lot. And honestly? I get it. The phrase “estate planning” does sound pretty final and scary. Here’s the thing though: most of your…