During this time of worldwide uncertainty, many of us are facing huge portions of our lives suddenly being moved online. Telecommuting has proven that we can do plenty of our daily activities from home—but there are still limitations. Historically, the signing and notarization of estate planning documents is not something that can be done without all participants sitting together at a table with the physical documents between them. In many places and for many kinds of documents, this is still true, but remote online notarization is a practice that is gaining more recognition.     In New York, Governor Cuomo recently signed an executive order amidst coronavirus precautions allowing the […]
Read More »Categories
- Advisor Events (2)
- Client Events (1)
- Elder Law (3)
- Estate Administration (1)
- Estate Planning (14)
- Legal Tip of the Month (15)
- Taxes (5)
- Uncategorized (3)
Archive
Tags
abandoned propertyaccounts
capital gains
class A beneficiaries
cost basis
covid-19
death
entire family
Estate Planning
estates
executors
freezing of assets
gift tax
gifting
grantor trusts
GRATs
HCPOA
Heckerling
HIPAA
ILITs
incapacity
income tax planning
increased exemptions
inheritance tax
irrevocable life insurance trusts
Irrevocable Trusts
kiddie tax
legal zoom
lien
life insurance
line
living will
loved ones
lunch and learn
managing basis
marginal rate
missing money
New Jersey
new tax laws
non-probate
non-probate assets
notarization
old tax environment
POLST
Powers of Attorney
probate
probate assets
real estate
real property
remote
remote contingency clause
revocable living trusts
roth IRAs
SALT deductions
Service business providers
sudden death
Tax Cuts and Jobs Act of 2017
taxes
trust funding
trusts
unclaimed property
will challenges
will changes
wills