Estate Planning New York Homestead Exemption and Probate Homestead exemption protect property assets from probate. Properties recognized under laws of homestead are off-limits to creditors seeking attachment. New … October 27, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part II: The Appraisal Process The New York Department of Taxation and Finance (‘DTF”) recognizes the Office of Real Property Tax Services (“ORPTS”) and Appraisal … October 17, 2018 2 MIN READ
Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Estate Planning Protecting Your Estate from Investment Scams The record of retirement investment and trust fund fraud is extensive and not restricted to sales agents fiduciaries and retirement … September 14, 2018 2 MIN READ
Estate Planning SOLD!: Fiduciary Liquidation of Property Assets New York laws of intestacy and probate do not allow an executor to sell real estate or property belonging to … September 12, 2018 2 MIN READ
Estate Planning How to Obtain Guardianship Over a Parent As our parents age it may become necessary to take on a some type of guardianship role to help them … September 7, 2018 2 MIN READ
Estate Planning The Truth About Decedent Credit Card Debt Will your credit card debt haunt you when you die? Outstanding debts can be attached to an estate or trust … September 1, 2018 2 MIN READ
Estate Planning When a Bankruptcy Trustee is Appointed by the Court Creditor attachment of an estate to satisfy outstanding debt may subsequently involve those assets in a bankruptcy. Depending if debts … August 29, 2018 2 MIN READ
