The answer to this question is dependent on the County you live in.  Regardless, the probate process can take quite some time and delay the distribution of assets to your heirs. The probate process begins by retaining us to prepare certain documents that must be filed with the Surrogate’s Court in the County where the…

Estate planning documents need to be regularly reviewed. I often tell clients to review their estate plan every three to five years or upon the occurrence of a significant life event such as a birth, marriage, divorce or death. Documents should also be reviewed for changes in the law. One of the benefits to connecting…

Many people are unsure as to whether a Last Will and Testament (“Will”) is sufficient to accomplish their estate planning goals and objectives or if a Revocable Trust (“Trust”) is the more pertinent planning technique. Adding to the uncertainty is the plethora of propaganda disseminated by attorneys who promote trusts. Both serve a purpose but…

Online social media has become commonplace in our society. Simply consider that there are over 1.50 billion Facebook users. Providers such as Facebook, Twitter, Pinterest, Instagram, LinkedIn, Flickr and others offer a medium for socialization and to an equal extent, storage of personal data. For better or worse, digital media has replaced the traditional mailbox,…

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