Category Archives: Estate Planning

How to Properly Fund Your Trust

How to Properly Fund Your Trust

If you are looking for guidance on how to properly fund your trust, you are in the right place. We understand that this process can be overwhelming and may leave you feeling uncertain or anxious about whether you are doing it correctly. At our firm, we are here to help you navigate this important step […]

The Role of Trust Protectors and When to Use Them

The Role of Trust Protectors and When to Use Them

If you’re reading this, it’s likely that you’re facing a situation where you need to understand the role of a trust protector in your legal matters. Perhaps you’re feeling uncertain, overwhelmed, or worried about the process. We understand these emotions. Navigating the complexities of trust law can seem daunting, and it’s normal to have questions […]

The Role of Life Insurance in Estate Planning

The Role of Life Insurance in Estate Planning

Going through the process of estate planning can be overwhelming, especially when you are faced with questions about how to ensure your loved ones are taken care of after you’re gone. Many people experience feelings of confusion or worry when they think about the complexities involved in creating a will, setting up trusts, or organizing […]

How to Handle Real Estate Litigation in New York

How to Handle Real Estate Litigation in New York

If you are facing real estate litigation in New York, you might feel overwhelmed by the uncertainty surrounding your case. Real estate disputes can be complex and confusing, and it is completely natural to have concerns about the process. Whether you are dealing with issues related to property boundaries, leases, contracts, or other disputes, it […]

The Role of Guardianship in Estate Planning for Minor Children

The Role of Guardianship in Estate Planning for Minor Children

When you’re planning for the future, particularly when it involves your minor children, there are many things to consider. One of the most important decisions you will need to make is who will care for your children if something happens to you. Guardianship is a critical part of estate planning, and it plays a significant […]

How to Include Charitable Giving in Your Estate Plan

How to Include Charitable Giving in Your Estate Plan

When you’re planning your estate, one of the most meaningful decisions you can make is to include charitable giving. It’s a way to leave a legacy that supports causes close to your heart while ensuring your financial wishes are met after your passing. However, the process of creating a will or trust can be confusing […]

Planning for Digital Assets in Your New York Estate

Planning for Digital Assets in Your New York Estate

Dealing with estate planning can feel overwhelming, especially when you consider the digital aspects of modern life. If you are navigating the complexities of Wills, Trusts, and Estates, you may feel unsure about how to include digital assets in your plan. We understand that this process can bring feelings of confusion or worry. Cole, Sorrentino, […]

How to Handle Disputes Among Beneficiaries in New York

How to Handle Disputes Among Beneficiaries in New York

When disputes arise among beneficiaries, it can be a stressful and confusing time. These situations often bring emotional strain, leaving families feeling uncertain about what steps to take next. If you find yourself facing conflicts over a will, trust, or estate, we understand how overwhelming this can be. Our team is here to guide you […]

The Importance of Reviewing Your Estate Plan After Major Life Events

The Importance of Reviewing Your Estate Plan After Major Life Events

Life is full of changes, both big and small. Some changes are so significant that they can affect your financial situation, family relationships, and long-term goals. These major events can also impact the decisions you have made in your estate plan. Reviewing your estate plan after such events is important to make sure your wishes […]

How to Minimize Estate Taxes Through Strategic Planning

How to Minimize Estate Taxes Through Strategic Planning

When planning for the future, people often think about how they will distribute their assets to loved ones. However, estate taxes can be a significant issue that affects how much of your assets will actually go to your heirs. Without proper planning, a large portion of your estate could end up going to the government. […]