Silence isn’t golden when it comes to your estate. When you don’t have a Will, you’re effectively giving a stranger the keys to your life’s work and your children’s future. It’s not just about money; it’s about control and clarity. Here are four hidden dangers of letting New York State decide what happens next: A…
Most people believe having a Will is enough to keep their family out of court. Unfortunately, that’s one of the most common legal misconceptions I see. Take this quick 30-second audit to see where you stand: Who determines how your assets are distributed if you die without a plan? (Answer: It’s the State, not your…
After your parent passed, you diligently searched through years of paperwork in filing cabinets, safety deposit boxes and desk drawers. You found the account statements clearly showing a $100,000 CD titled in the name of the ‘Smith Family Living Trust.’ The only thing missing? The Trust document itself. You thought, “No problem, I’ve been appointed…
For owners of auto dealerships, navigating the intricacies of estate planning and business succession planning can be challenging, but with our expertise, you can secure your business’s future and reduce complexities for your family and employees. We excel in crafting tailored strategies that safeguard your assets, minimize tax liabilities and ensure smooth transitions. Here’s how…
The passing of a spouse is a profoundly emotional time, and the legal and administrative responsibilities that follow can feel overwhelming. At Schwartz Ettenger, we understand the complexities involved in settling an estate and are dedicated to providing you with the expert guidance and support you need during this difficult period. Instead of managing these…
When it comes to sharing information about your estate plan with loved ones, it’s a decision that requires careful consideration of both the benefits and potential drawbacks. Advantages of Sharing Estate Plan Information: Transparency: Sharing details ensures everyone knows what to expect, reducing confusion and conflict later. Understanding of Wishes: Loved ones will have a…
Did you know that in New York once your child turns 18 you are no longer legally entitled to know anything about them? Their school can’t talk to you, even if you are paying for their education. Their health care providers can’t talk to you, even though you are their parent, and even if they…
In the past, probate in New York was a quick process, with Letters Testamentary typically issued within a few months. However, the pandemic has changed that. The Surrogate’s Courts are now facing staffing shortages and a significant backlog, causing delays of six months to a year. What does this mean for you and your heirs?…
