Month: September 2019

What’s holding Americans back from forming an estate plan?

by Elizabeth Randisi | Sep 20, 2019 | Estate Planning

Americans are confused. They're confused about estate planning and rightfully so, it's a diverse topic. Should you create a will, a trust or both? It depends because they serve different purposes, but both can be beneficial to form a complete estate plan. Will and...

6 things to consider when choosing an executor

by Elizabeth Randisi | Sep 3, 2019 | Trustees, Executors & Fiduciaries

In New York, estates are settled through probate by an executor, who is named in the will or estate plan. If there is no executor, or the named executor is unable to serve, the estate can be probated by an administrator, typically a professional, who is appointed by...