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PROS AND CONS OF ESTATE PLANNING OPTIONS Which estate plan is right for you?  Here is an infographic created to highlight some of the pros and cons of estate planning options available. If you have questions about your options, please contact Michael Wagner, Esq. to review these and other options with you.  He offers free,…

10 STEPS TO SETTLING AN ESTATE Losing a friend or family member is always challenging. Serving as the executor or trustee of their estate plan is a wonderful way to honor them and carry out their wishes. But it can be a long and taxing process. Here’s how to do it right: (1) Talk to…

THE VALUE OF REVIEWING YOUR ESTATE PLAN If you have executed a will or trust, you should be commended, as you are already in a more prepared category than most Americans. But you should not let it sit and be forgotten. There Is value in reviewing your estate plan at least every three to five…

ESTATE PLANNING IS NOT ABOUT DEATH The uncertain times that we’re in have resulted in a flurry of people concerned about making a last will and testament or estate planning documents. The pandemic has been a wake-up call for many people to address issues of mortality. But there’s much more to estate planning than preparing…

DOCUMENTS ALL COLLEGE STUDENTS SHOULD HAVE At 18 years old, your recent high school graduate is an adult with a full array of legal rights. You may not have considered this because they’re still your child. If your son or daughter is preparing to travel to college in a few weeks (or even if classes…

REMOTE EXECUTION OF WILLS IS NOW PERMITTED IN NEW YORK   Remote execution of Wills is now permitted in New York State.  Governor Cuomo’s Executive Order 202.14, issued on April 7, 2020, finally permits what many trusts and estates attorneys, and their clients, have been waiting for – permission to conduct will-signing ceremonies remotely. People…

ESTATE PLANNING AND COVID-19   Jacobowitz & Gubits wishes all of our clients well during these challenging times. Although we are working remotely, we are fully functional via telephone, email and video conference. One thing many people are thinking about these days is estate planning. Wills and trusts are something that people frequently put off, but…

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