Wills & Trusts

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What is a QDOT?

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

Staged Distribution is a planning strategy which requires beneficiaries to receive their inheritance over time, in stages, rather than all...
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"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY