Clients Are Always Our First Priority We provide you with the resources and services
necessary to build a successful future.

Probate Blog

Featured Article

7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries June 7, 2017

When you buy a life insurance policy, you should name a beneficiary. The beneficiary to whom the proceeds would be paid first is called the Primary Beneficiary. The secondary or Contingent Beneficiary is the person who would be paid the proceeds if the Primary Beneficiary ...

7 Common Mistakes To Avoid When Naming Life Insurance Beneficiaries June 7, 2017
When you buy a life insurance policy, you should name a beneficiary. The beneficiary to whom the proceeds would be paid first is called the Primary Beneficiary. The secondary or Contingent Beneficiary ...
Read More
Steven M. Adler's NAEPC Accreditation April 6, 2017
Recently, our founding attorney Steven M. Adler was accredited by the National Organization of Professional Estate Planners (NAEPC). The NAEPC is a national network of affiliated estate planning ...
Read More
Executor News Letter March 30, 2017
So you were named to serve as an Executor … now what? An Executor of an estate has many duties beginning at the moment the testator dies and continuing until all beneficiaries have been paid and the ...
Read More
Added Peace of Mind February 14, 2017
While the importance of setting up at trust to take care of the future needs of a loved one, sometimes the work and fees that are associated with it make it prohibitive for some families. In these ...
Read More
EP Under Trump February 14, 2017
Just when it seemed as though the federal estate and gift tax laws were pretty much settled, enter Donald Trump as President and a Republican majority in both houses of Congress. Mr. Trump’s election ...
Read More
NEW Digital Asset Bill Just Passed December 21, 2016
On September 29, 2016, a bill was signed into law by Governor Cuomo adding Article 13-A to the New York Estates Powers and Trust Law (the "EPTL"). This legislation is New York State's version of the ...
Read More