Our Blog - Surety Matters

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
Read Moreabout Separate Revocable Living Trust?

Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
Read Moreabout Estate Law: The Human Side?

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
Read Moreabout The Family Home: Passing It On?

  Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
Read Moreabout Undue Influence?

Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
Read Moreabout Probate Litigation?

Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
Read Moreabout Grieving and Playing Detective?

If you have had the good fortune of enjoying a vacation home or timeshare, good for you! Don’t be too quick to assume, however, that family or friends want to continue your tradition when you…
Read Moreabout Vacation Joy or Inheritance Headache?

  Although estate planning can be complex in any family, lawyers find that large and blended families tend to face extra challenges. More people means there are likely to be more ideas and hopes about…
Read Moreabout Trust: Consider An Independent Fiduciary

 Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust, overseen by a trustee, allows…
Read Moreabout Educational Goals and Family Trusts