We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

Most high-net-worth families don't fail at estate planning because they skipped the legal work. They fail because the plan can't be implemented at the moment it matters. For years, I've seen carefully ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

A general rule for how often you should review your will, trust, powers of attorney, and health care directive, is every three to five years. But that’s not the only time. Your estate planning ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

While we may know better, an 18-year-old is generally considered an adult under New York law. Many of those 18-year-olds will be heading off to college in the next couple of months. Parents’ rights to ...