Sunday, September 29, 2013

99 and going strong....

As a Queens estate planning attorney concentrating in elder law, I see elderly clients on a regular basis. Recently, however, I had the privilege of meeting a 99 year old client recently who was as sharp as ever. With the help of her children, she is able to live on her own in dignity. Being able to sit across someone who lived through both World Wars and discuss her family and financial situation is truly an amazing opportunity and one of the highlights of the elder law/estate planning field.

Thursday, August 22, 2013

Executing a will at a hospital....Why?

I recently had my second call in as many weeks inquiring about preparing and executing a will for a client who is in the hospital. There are many more challenges (and expenses) with preparing a will for someone in the hospital, and it reaffirms what estate planning attorneys tell their clients: PLAN IN ADVANCE! A will executed in a hospital will be scrutinized much more thoroughly by the Surrogate's Court than a will which the testator executed at their leisure. Questions of due execution, undue influence, and mental capacity are also raised. So much money, confusion, and heartache can be saved just be speaking to a Queens and Brooklyn estate attorney in advance.

Wednesday, August 21, 2013

I started a new Youtube Channel and series called "Estate Planning Insights" which seeks to ask and answer common questions I hear in my estate planning practice. If you have any questions, feel free to contact me and we can post the answer on Youtube. The first Estate Planning Insight video deals with whether a beneficiary designation (or payable on death account) trumps the instructions in the will.
As always, feel free to contact us at 347-766-2685 if you have any questions.

Monday, August 19, 2013

Welcome to my new estate planning, elder law, and probate blog!

As an estate attorney practicing in Queens and Brooklyn, I come across many common scenarios, mistakes, and oversights which may be of interest to the general public. This blog provides a platform to discuss these issues so that you, the reader, will be able to steer clear of avoidable mistakes. All real life examples will be posted with fake names, places, and identifying information to protect client confidentiality, and will only be posted after the case has been resolved. Otherwise, the goal is to inform consumers of estate planning, elder law, or probate services about what to be wary of. Please feel free to contact me directly if you have any questions by calling 347-766-2685 or clicking here.