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Probate avoidance seems to be a popular topic on everyone’s mind these days.  Certain popular television personalities and other public financial advisors appear to be praising the virtues of avoiding probate. What Is Probate? Probate is merely the process of having the surrogate court accept...

One of the key documents in basic estate planning is an advance directive. This documents does two things: It appoints a representative to make health care decisions for you if you are incapacitated; and Gives the agent instructions as to your wishes about medical treatment,...

Estate planning in our day and age is complex and usually involves many different elements.  While many people know that almost everyone needs “the big three” documents – will, power of attorney, and health care proxy – the beneficiary designation issue has not received the...

Sometimes, unfortunately, an adult becomes mentally unable to make financial or personal/medical decisions for themselves. If that happens, and there is no power of attorney or health care proxy, or those documents are not sufficient to enable someone to make those decisions or manage their...

Probate is a court-supervised process to set up an estate, manage the affairs of a deceased person and distribute their property. Typically when a person dies with a will, the executor or the heirs petition the Surrogate Court to have the will declared valid and...