Articles and audion on New York Wills and Trusts

E160 Estate Planning with Social Distancing

E160 Estate Planning with Social Distancing

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Do you want to make or update your estate plan? But how, with social distancing?

We discuss:

  1. Fewer in-person meetings
  2. In-person signings
  3. Document handling

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E159 Is it Time to Update Your Estate Plan_

E159 Is it Time to Update Your Estate Plan?

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Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan?

We’ll discuss:

  1. Reminder: no one can predict the future
  2. Yes, get started
  3. Be in the right state of mind

==========

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Estate Planning for Bitcoin

Estate Planning for Bitcoin

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Cryptocurrency has an estate planning problem. And it’s one of the barriers to wider cryptocurrency acceptance. Nobody wants to accumulate an asset that may disappear, often upon death.

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Getting Final Affairs in Order Before Death

Getting Final Affairs in Order Before Death

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Whether you’re the caregiver or the terminally ill, it can be satisfying to help get organized and take inventory. This is really important if there aren’t many close relatives.

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5 Mistakes With DIY Wills and Witnesses

E151 5 Mistakes With DIY Wills and Witnesses

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I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs.

We’ll discuss:

  1. Witnesses names
  2. Witness addresses
  3. “Self-proving”
  4. Professional witnesses
  5. Court’s assumptions

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WATCH

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4 Tips for Writing a Will Your Heirs Won't Fight Over 956x538 blog

4 Tips for Writing a Will Your Heirs Won’t Fight Over

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Summary: (1) Name the right executor; (2) Include personal property; (3) Don’t tie up the money for too long; (4) Explain any unequal bequests …

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