Category: Blog
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Why Every Family Needs a Solid Estate Plan: Avoiding DIY Mistakes
Read more: Why Every Family Needs a Solid Estate Plan: Avoiding DIY MistakesIn today’s digital age, it’s easy to find downloadable wills, online trust forms, and estate planning “templates.” Online forums are full of people trying to navigate this complex process alone. These discussions often…
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Joint Trust vs. Separate Trusts: Which Is Best for Married Couples?
Read more: Joint Trust vs. Separate Trusts: Which Is Best for Married Couples?Estate planning for married couples often begins with one important question: Should we create a joint trust or two separate trusts? The answer depends on your financial situation, state laws, and long-term…
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What to Do When a Trust Is Missing
Read more: What to Do When a Trust Is MissingIf you find yourself in the unsettling situation of not being able to locate the trust document for a trust that should exist (or is reported to exist) under New York law,…
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Estate Planning in Rockland County: What Every Resident Should Know
Read more: Estate Planning in Rockland County: What Every Resident Should KnowWhen most people think about estate planning, they picture something reserved for the wealthy or elderly. But the truth is, every adult in Rockland County—whether you’re 28 or 82—can benefit from a…
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Who Does the Estate Attorney Represent?
Read more: Who Does the Estate Attorney Represent?Who Does the Estate Attorney Represent? When a loved on passes away, managing the estate can be a complicated process involving lots of legalities. Many estates hire an attorney to help with…
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When to Assume a Mortgage on Inherited Property – Never!
Read more: When to Assume a Mortgage on Inherited Property – Never!I recently was asked by a sole executor-heir when they can assume the mortgage on their childhood home. The client wanted to know if they could assume the mortgage already or if…