Estate and Business Planning Legal Blog

Tuesday, April 14, 2020

How to Choose an Estate Executor

Estate planning is for everyone, especially those who are retired or close to retirement. One of the most important steps in the estate planning process is the selection of an estate executor. An executor is a person who is responsible for managing the affairs of a deceased individual's probate estate.
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Sunday, March 29, 2020

How to Get Your Affairs in Order During this Public Health Crisis

We are all experiencing an event in life which none of us have ever before experienced, so it is natural to get anxious and panic about the future.  With some knowledge, however, one can take steps to avoid the anxiety, when it comes to estate planning.

With a lot of free time on our hands, it is an opportunity to get important documents together and to review them carefully.  Everyone should have a will, health care proxy/living will and durable power of attorney.  The latter two documents are most important now, with the health crisis looming.

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Thursday, March 12, 2020

What Should I Consider Including in My Estate Plan?

Regardless of income or assets, everyone needs an estate plan. However, estate planning can be confusing, primarily due to the sheer number of available estate planning options available. In order to give you an idea of what you may want to include in your estate plan, we've compiled a list of the most important estate planning things to consider. After reviewing the information below, feel free to contact our

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Tuesday, February 11, 2020

The Importance of Picking the Right Trustee

A trust is a fiduciary relationship in which one party (the trustor) gives another party (the trustee) the right to hold title to assets or property for the benefit of a third party (the beneficiary). When creating a trust as part of your estate plan, it’s imperative that you choose a trustee that will carry out your wishes efficiently and honestly. Below are some tips on how to pick the right trustee.

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Thursday, January 30, 2020

The Importance of Properly Titling Assets

While it is certainly advisable to review one’s estate planning documents, from time to time, to make sure they continue to reflect your wishes, it is extremely important to pay special attention to the titling of your assets. 

ost married couples own all or most of their assets jointly, with rights of survivorship.  Owning assets in this manner is quite convenient because it gives both the husband and wife easy access to accounts.  If all assets are owned jointly, probate can be avoided.  Often this joint ownership is fine, but if one has estate tax or long-term health care concerns this form of ownership should be reconsidered.

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Friday, January 10, 2020

Snowbird Pros and Cons

People who move south each winter to avoid the cold weather are commonly referred to as "snowbirds." There are advantages and disadvantages to the snowbird lifestyle, and it's important to make sure you understand both before deciding to embark upon your new life as a snowbird. Below is an overview of the pros and cons of being a snowbird. For questions regarding the legal implications of becoming a snowbird, please

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Thursday, December 19, 2019

Simple Steps One Can Take to Take In Order to Avoid Litigation

Whether you are a business owner or a consumer, there are some simple steps you can take to avoid litigation.  First, regardless of who you are, when dealing with other businesses, customers, or providers of service, one should always investigate the person/company with whom you are dealing.  It is certainly easy enough to google a person or entity to see if they have favorable or unfavorable reviews.  With contractors and other businesses, one can contact the local department of consumer affairs or better business bureau to see if there are complaints lodged against them.

After you have done some investigation and are comfortable that the person or entity with whom you are dealing, the next step is to make sure that every single agreement you have with that person or entity is in writing.

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Thursday, December 5, 2019

What Is Estate Planning?

Estate planning is the process by which a person plans for the management and transfer of his or her assets during life and after death. Everyone has an estate, and it's important to make arrangements to pass along one's estate in a manner that minimizes legal fees, taxes, and court interference. Thus, anyone with any property at all should contact an estate planning attorney to begin arranging for the transfer of estate assets. If you would like to learn more about the estate planning process, please review the information below, and contact an
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Saturday, November 23, 2019

Why You Should Have an Attorney Review Your Lease

Business owners, especially those first starting out, are certainly capable of reviewing leases provided by a prospective landlord.  They usually feel that there is no point in having an attorney review the lease and attempt to negotiate the terms, believing that the landlord will not be amenable to changes.  That is definitely not true.  Most landlords are willing to be flexible in their lease terms, especially with respect to legal issues.  Hiring an attorney for this purpose will, of course, incur an expense but quite often the financial savings obtained from a negotiated lease exceed the legal fee paid.
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Friday, November 8, 2019

Snowbirds: Some Tips on Making the Move from New York to Florida

A unique feature of Florida's winter months is the arrival of visitors from New York and other northern states. These travelers, commonly referred to as "snowbirds," make the journey south each winter to escape the frigid northern temperatures. If you are a New Yorker who is considering spending your next winter in Florida, below are some helpful tips to ensure that your move is a success. 

Inform your financial institutions 

Before taking off for Florida, be sure to inform your financial institutions of your move. Specifically, tell your bank and credit card companies that you’ll be traveling and making purchases in other states.
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Wednesday, October 30, 2019

Ancillary Probate: What is it?

When someone passes away, as a resident of one state owning real property in another, it is necessary to do an ancillary proceeding.  If the decedent died leaving a will, then it is referred to as an ancillary probate, while if there was not will, it is usually referred to an ancillary administration.

Quite simply, the law, applicable to all fifty states, is that when one dies owning real property in a state other than where one resided, you not only need to probate the person's will (or administer his/her estate) in the state of residency, but in other states where the person owned property.  Of course, this can become an expensive and tedious process, especially if the person resided in or w


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At the Law Office of Angela Siegel, we are pleased to offer legal assistance to clients located in Nassau, Suffolk, Queens, Kings and New York Counties specifically but not limited to Garden City, Jericho, East Meadow, Mineola, Syosset, Roslyn, Cedarhurst, Woodmere, Hicksville, Plainview, Merrick, Wantagh, Bellmore, Rockville Center, West Hempstead, Little Neck, Douglaston, Bayside, Flushing, Forest Hills, Astoria, etc., as well as clients located within the state of Florida.

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