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Everything Estate Planning

Jul 31, 2025

#411 | Estate Planning: What NOT To Leave Behind    

𝗚𝗲𝘁 𝗥𝗶𝗱 𝗼𝗳 𝗧𝗵𝗶𝘀 𝗦𝘁𝘂𝗳𝗳 𝗡𝗼𝘄!

While most people focus on asset distribution in their estate plan, certain items can cause more stress than benefit for your loved ones. These can become unexpected...


Jul 30, 2025

#410 | Family, Finances, and Fallout: Untangling Shared Property

 𝗪𝗵𝗲𝗻
𝘆𝗼𝘂𝗿 𝗻𝗮𝗺𝗲 𝗶𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗱𝗲𝗲𝗱 𝗯𝘂𝘁 𝗹𝗶𝗳𝗲 𝗵𝗮𝘀 𝗺𝗼𝘃𝗲𝗱 𝗼𝗻.

Maybe you helped out a sibling or co-signed for a child. Now,...


Jul 29, 2025

#409 | Transfer on Death (TOD) Deeds & Medicaid Recovery   

💭 Think your home is safe from Medicaid just because you filed a Transfer on Death (TOD) Deed?

Here’s the truth: in New York, TOD Deeds are a relatively new tool. While they can help avoid probate, they don’t offer complete protection for your home.


Jul 28, 2025

#408 | 𝗧𝗮𝘅𝗲𝘀 & 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 - 𝗧𝗵𝗲 𝗢𝘃𝗲𝗿𝗹𝗼𝗼𝗸𝗲𝗱 𝗥𝗶𝘀𝗸𝘀 𝗼𝗳 𝗠𝘂𝗹𝘁𝗶-𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽

📣 Attention, property owners—especially those with...


Jul 25, 2025

#407 | Big Beautiful...Estate Tax?      

🚨 𝗕𝗶𝗴 𝗕𝗶𝗹𝗹 𝗜𝗺𝗽𝗮𝗰𝘁 𝗕𝗮𝗿𝗲𝗹𝘆 𝗔𝗻𝘆𝗼𝗻𝗲 𝗶𝘀 𝗧𝗮𝗹𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁

While most people were watching fireworks, a new federal law quietly went into effect on July 4th....