NY Estate Planning Attorney

14. 05

2025

By Judy S. Mock Estate Planning No Comments

Trust Mills: Why Mass-Produced Estate Planning Could Put Your Family at Risk

As a New York estate planning attorney, I often meet families who have been targeted by aggressive marketing from what is known as a “trust mill.” These clients usually come to us worried, clutching generic trust documents that aren’t worth the paper they’re printed on. While the low prices might have been attractive initially, they […]

07. 05

2025

By Judy S. Mock Estate Planning No Comments

Creating Estate Plans for Hospitalized Loved Ones

As an estate planning attorney, I often receive urgent calls from families with loved ones in the hospital. They’re concerned about getting legal documents in place quickly, especially if their loved one’s condition might deteriorate. It’s a delicate situation that requires immediate attention, but many wonder how to proceed when a family member is unable […]

29. 04

2025

By Judy S. Mock Probate No Comments

Don’t Fall for These Debt Collection Scams After a Death

In my years as a New York probate attorney, I’ve seen an alarming trend: scammers targeting grieving families with fake debt collection calls. These predators scan obituaries and public records, then approach family members claiming the deceased owed them money. Today, I want to warn you about these schemes and explain how debt works after […]

23. 04

2025

By Judy S. Mock Estate Planning No Comments

How an ILIT Can Help Protect Your Family’s Wealth

I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family’s wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable to creditors or unnecessarily inflate your taxable estate. Let’s explore how an ILIT can help safeguard your family’s financial future. The Power of […]

15. 04

2025

By Judy S. Mock Estate Planning No Comments

What Happens If You Can’t Find All Your Loved One’s Assets?

When a loved one passes away, settling their estate can be complex, especially if you’re unfamiliar with their financial affairs. I often hear concerns from family members about missing assets or incomplete information. Let’s address these everyday worries and explore what happens in these situations. The Challenge of Incomplete Information It’s not uncommon for the […]

26. 03

2025

By Judy S. Mock Estate Planning No Comments

Commercial Property in Your Estate Plan: Protecting Your Real Estate Legacy

You’ve likely spent years building and managing your real estate investments if you own commercial property. I’ve guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is that passing down commercial property requires much more careful consideration than transferring a family home. Why Commercial Property […]

NY Estate Planning Attorney

Trust Mills: Why Mass-Produced Estate Planning Could Put Your Family at Risk

Creating Estate Plans for Hospitalized Loved Ones

Don’t Fall for These Debt Collection Scams After a Death

How an ILIT Can Help Protect Your Family’s Wealth

What Happens If You Can’t Find All Your Loved One’s Assets?

Commercial Property in Your Estate Plan: Protecting Your Real Estate Legacy

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