Digital Assets Inventory Worksheet
The term “digital assets” refers to personal information that is stored electronically on either a computer or an online “cloud” server account that belongs to an individual. Anyone who uses e-mail, has a password protected cell phone, makes online purchases, or pays bills online has digital assets. Digital assets generally require a user name and/or
Read More
Estate Planning After Divorce
When did you first think about your estate plan – was it when a parent or grandparent died, after the birth of a child or during a serious illness? You probably don’t want to deal with lawyers or more legal documents now that you are divorced. However, this is a critically urgent time in your
Read More
Probate
When a person dies leaving a Will, the legal process that takes place is called probate. Before the Will has any legal effect, it must be admitted to probate by the Surrogate’s Court located in the county where the person died. In other words, the court must make a determination that the Will is valid.
Read More
Estate Planning for Special Needs
One of the most important tools in creating an estate plan for a person with special needs is the creation of a Special Needs Trust. It may be created as an Inter Vivos Trust (one created during lifetime), or as part of a Will (also known as a Testamentary Trust). A Supplemental Needs Trust can
Read More