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If it’s easier for you to listen along (rather than watch) as you are driving or going for a walk, we would love to have you subscribe to our podcast so you can follow along as we continue to educate on all things estate planning, elder law, and probate related.


Estate Plan - Free Consultation
Probate - Free Consultation

The bloG



Watch. Learn. Ask Questions.



Everything Estate Planning: Kick Off!




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How to Push Past Procrastination!




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What is an Estate Plan?




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What is a Power of Attorney?




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What health care directives do I need?




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When is a Will the right plan for me?




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When is a Living Trust the right plan for me?




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When is an Asset Protection Trust the right plan for me?




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What happens if your health care agent is unavailable?




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Top 3 tips in preparing and sharing your Power of Attorney




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Top 3 tips in creating and sharing your Health Care Directives




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Top 5 Differences between a Living Trust and Will




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What is a Living Trust?




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Why every 18-year-old needs an estate plan!




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How to avoid a Medicaid lien on your home




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What is an Asset Protection Trust?




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What is Probate?




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Why you may want to Avoid Probate




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Why a Small Business Owner may want to Avoid Probate




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Why a Property Owner may want to Avoid Probate




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New Jersey Inheritance Tax




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New York Estate Tax




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Millionaire Sunset Woes!




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Estate Planning for Multiple Property Owners!




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The Biggest Gift you can Give your Kids




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Estate Planning Focus for...Young Adults




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Estate Planning Focus for...Young Families




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Estate Planning Focus for...Multiple Property Owners




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Estate Planning Focus for...Small Business Owners




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Estate Planning Focus when ... Nearing Retirement




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Estate Planning Focus ... In Retirement




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Planning Focus with ... Current Long Term Care Concerns




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Why you should spend your retirement in retirement!




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PROBATE focus!




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Why Long Term Care is a Concern?




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Why does starting your estate plan seem difficult?




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The 4 Steps to Trust Funding




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Do I need more than one trust?




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Can you control what happens to your assets after your passing?




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How to find and interview an estate planning attorney!




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What to do after someone's passing and you're not sure if you're a beneficiary




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Estate Planning Definitions - a Start!




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Funding Real Property Into Your Trust




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How can Divorce Impact your Estate Plan?




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Funding your Bank and Brokerage Accounts into your Living Trust.




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Shouldn't my Spouse get Automatic Access to my Accounts?




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WORST CASE SCENARIO - You Have No Plan At All




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Estate Planning is EXCITING!




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The Risk & Reward of Imminent Medicaid Planning




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How long does the probate process take?




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How to create lifetime creditor protected trusts for your beneficiaries




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First Steps to Take as Executor/Trustee




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What happens if there is no beneficiary on your retirement or life insurance accounts?




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How to minimize taxes!




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One time when you should RUN from an attorney!




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Your child's largest possible creditor!




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Unintended Consequences of a Joint Account




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Funding! Funding! Funding!




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Take a Wholistic Approach to Your Plan




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Can you remove property from your irrevocable trust?




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Don't Make Your Estate Plan Too Restrictive!




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“Thanks to their professionalism and friendliness, we are confident in our plans going forward and that our family will be well taken care of.”- G. Cardena

“Valerie took the time to explain all the options… and patiently answered my many questions. She then quickly set up the plan and implemented it in a timely manner.” - J. Harter, JR.



Legal Counsel You Can Rely On



Our Practice is Built for You. We focus in a specific few areas so that we may serve you best


Estate Plan - Free Consultation
Probate - Free Consultation

17 River Street, Ste 3, Warwick, New York 10990
Phone: 845-988-0958
Fax: 845-808-9383


CALL US: 845.988.0958
Estate Plan - Free Consultation
Probate - Free Consultation

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