Estate Planning

Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.

  • Creating a grantor trust

    February 1, 2023 · 3 min read

  • Guidelines for using a pour-over will

    February 1, 2023 · 3 min read

  • Buying and selling probate property

    February 1, 2023 · 3 min read

  • Contingent beneficiaries in a living trust

    February 1, 2023 · 3 min read

  • Pros and cons of a qualified personal residence trust

    February 1, 2023 · 3 min read

  • Pros and cons of an asset protection trust

    February 1, 2023 · 4 min read

  • Trust account basics

    February 1, 2023 · 4 min read

  • Conservatorship vs. guardianship

    February 1, 2023 · 3 min read

  • 5 reasons to open an estate account

    February 1, 2023 · 3 min read

  • Navigating New York's surrogate's court

    February 1, 2023 · 3 min read