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What was Stephen Sondheim Estate Plan?

February 18, 2022
Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.
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What Should Not Be Included in Trust?

February 17, 2022
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
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What Assets Should Be Considered when Planning Estate?

February 16, 2022
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
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Why are Siblings Battling over Mom’s Estate?

February 15, 2022
A 14-year-long legal fight among five siblings over a Queens woman’s estate has gotten so nasty that it landed two elderly sisters in jail, and now one of them may lose her home.
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Estate Planning Legal Terms You Need to Know.

February 14, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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How to Avoid Giving Estate to Your Ex

February 11, 2022
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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Can You Keep Your Children from Inheriting Your Money?

February 10, 2022
I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?
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What are the Most Common Estate Planning Mistakes?

February 9, 2022
With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.
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What’s the Difference between Probate Assets and Non-Probate Assets?

February 8, 2022
Non-probate assets are those assets which do not go into an estate when the owner dies.
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What are the Advantages of Putting an Estate in a Modern Directed Trust?

February 7, 2022
Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally.
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