Category Archives: Estate Planning

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 […]

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, […]

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 […]

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 […]

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. […]

When it comes to estate planning, Power of Attorney is one of the most important topics to understand. It may seem complicated, but at its core, a Power of Attorney is a legal document that allows someone to act on behalf of another person. Estate planning itself is the process of deciding what will happen […]

Estate planning becomes especially important when you have a blended family. Blended families have unique dynamics, often involving stepchildren, half-siblings, and possibly former spouses. In these families, creating a fair estate plan that respects everyone’s wishes can be challenging, but it is essential to prevent conflict and confusion later on. Estate planning for a blended […]

Estate planning can feel overwhelming, especially when it comes to understanding estate taxes in New York State. When someone passes away, the property they own, also known as their estate, may be subject to taxes depending on its value. In New York, the rules for estate taxes can be complex, and many people are unsure […]

A living trust is one of the most effective ways to manage and protect your assets while you are alive and ensure they are distributed according to your wishes after you pass away. For residents of New York, establishing a living trust offers numerous benefits that can make the process of estate planning smoother and […]

Estate planning is a critical process that ensures your financial legacy is distributed according to your wishes after your passing. However, when creating an estate plan, many people focus solely on their assets, often overlooking the significance of addressing debts and liabilities. Ignoring these obligations can lead to significant complications for your heirs, including diminished […]