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?

Executing a will is a big responsibility. It takes time and patience, and the administrative chores can be an extra challenge for those grieving. When you create a will, be thoughtful in your selection and…
Read Moreabout Can You Execute My Will?

The probate courts appoint personal representatives to settle the affairs of the deceased when there is no will. A personal representative takes control of the assets (aka estate) of the deceased and distributes them to…
Read Moreabout Accountable To Beneficiaries: Personal Representatives

  Taking care of loved ones or friends is a tremendous responsibility. Legal advisors point out that in some circumstances, conservatorships can be the right solution for protecting  the finances and legal affairs of someone…
Read Moreabout Time for a Conservator?