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Articles Posted in nyc estate planning

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Stepmothers and Estate Plans

While the stereotype of the wicked stepmother is – appropriately – more a figment of the movies than reality, stepmothers can and do play an important role in estate planning. Much like other members of blended families, it is important to address the role a stepmother will play when it…

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Late-In-Life Divorce Challenges and Your Estate Plan

Divorce is never an easy experience, no matter what age it occurs at. However, individuals going through a late-in-life divorce may be even more surprised at some of the challenges this experience can present. Many of the difficulties experienced by older individuals that make the choice to get divorced can…

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Life Insurance and the Estate Tax

There are a number of important factors to consider when it comes to comprehensive estate planning. Every family has unique needs, and every estate plan is different and designed in a way that best meets those needs. However, many estate plans include life insurance as an important component of ensuring…

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Preventing Disagreements from Unraveling Your Estate Plan

Comprehensive estate planning is challenging, and the process is unique for every couple and individual. Most people put a lot of time and energy into crafting an appropriate estate plan, including working with an experienced estate planning attorney to make sure that the estate planning mechanisms they want to put…

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Beneficiary Forms and Estate Planning

Understanding the different aspects of estate planning is a crucial part of creating a comprehensive estate plan that accomplishes your individual goals. For probate assets, many individuals utilize a Last will and Testament to direct the distribution of assets subject to probate. Non-probate assets, such as life insurance policies and…

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Business Ownership and Estate Planning: Recapitalization

The estate planning process can be complex and confusing, which is one of the reasons it is a good idea to work with an experienced estate planning attorney as part of creating a comprehensive estate planning strategy. This is especially true for business owners. Recently, we wrote about some important…

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Creating a New York Health Care Proxy

Comprehensive estate planning involves more than just creating a Last Will and Testament and possibly a trust for your heirs. Estate planning is also an opportunity for you to make sure that your wishes for end-of-life care and other related decisions are known to those who will administer your estate,…

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How Does it Work – Funeral Planning

In general, estate planning can be a difficult topic for many people. It can be especially difficult and personal when it comes to determining specific funeral plans that you may have. However, even though it is a difficult subject, it is important to consider how funeral planning as part of…

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Estate Planning Reminder – Planning for Pets

Dogs, cats, parakeets, horses, iguanas, ferrets…no matter the pet you have in your life, chances are you treat them more like family than just a possession. We want to make sure our pets are comfortable, have the best food, have plenty of entertainment, are healthy, and enjoy a long, happy…

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Navigating Special Needs Trusts

A growing family often includes children. Sometimes, children come with special needs that need to be attended to throughout their lives. These special needs can include physical, mental, emotional, and/or developmental disabilities. When such needs arise, they can cost a great deal of money on a regular basis. A common…

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