Wills & Trusts

Videos

13 Articles

Do you advise that I create Deeds Upon Death?

Our firm does not advise clients to prepare Deed Upon Death (for transferring real estate). Deeds upon Death are a...

Does a Trust affect my income taxes, or cause a reassessment of property taxes?

Setting up a Living Trust will not affect the way you file your income tax returns. The IRS and state...

How can I protect my assets from creditors & predators?

An easy way to obtain some asset protection is to setup limited liability companies (LLC’s) for your properties. The next...

How do I create a Living Trust?

We think it’s easiest to think of it in two (2) steps: Step 1: First, you need to work with...

How do our Estate Plans compare to other law firms and/or legal service providers?

In short, we believe we’re better than both. VERSUS LAW FIRMS We used to charge $4,000-$6,000 per Estate Plan! Our...

How should I choose a Guardian for my children?

When you’re preparing an Estate Plan with children, choosing a potential Guardian for your kids is beyond important. Here are...

I am expecting a new child. Should I amend my existing Living Trust?

If our law firm prepared your Living Trust, and if you indicated that you wanted to distribute your assets to...

I’m a single parent. What should I focus on during Estate Planning?

The most important question you’ll need to answer during Estate Planning is who will serve as the Guardian for your...

What do I do with my Estate Plan after it is signed?

Once your Estate Planning documents are signed, we recommend that you retain the originals in a safe place (ideally, a...

What documents are included in an Estate Plan?

Although some documents may vary slightly from state to state, our comprehensive Estate Plans generally include: Living Trust or Will:...

What documents does each spouse get in a joint Estate Plan?

There are many documents in an Estate Plan, and the list differs slightly for joint Estate Plans. In such cases,...

What does “funding” your Living Trust mean?

When you create a Living Trust, there are two (2) steps that you need to go through. The first is...

What is a QDOT?

QDOT stands for Qualified Domestic Trust and can be a subdivision of your trust if one of the spouses is...

What is a Trust Transfer Deed?

A trust transfer deed is the instrument that effectuates the transfer of ownership of your real-estate from you, as an...

What is an A/B Trust?

With an A/B Trust, after the first spouse dies the Living Trust is split into two parts, Trust A and...

What is an Estate Plan?

Our office is often asked the seemingly simple (but often misunderstood) question, “What is an Estate Plan?” One answer is...

What is involved in Estate Planning?

There are many issues to consider when creating an Estate Plan. Among other things, ask yourself the following questions: What...

What is Staged Distribution?

Staged Distribution is a planning strategy which requires beneficiaries to receive their inheritance over time, in stages, rather than all...

What is the difference between a permanent and temporary Guardian?

If you have minor children you should consider choosing both temporary and permanent Guardian(s). A temporary Guardian is usually someone who...

What is the difference between a Primary, Residuary and Contingent Beneficiary?

The people you name as “Primary Beneficiaries” (also known as “Residuary Beneficiaries”) will inherit all of your assets minus your...

Need Support?

Can't find the answer you're looking for?
Contact Support

REQUEST A FREE CONSULTATION

Fill out the form below to receive a free and confidential consultation.

15 + 7 =

"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY