by Jennifer Abelaj | Jan 19, 2026 | Trustee, Trusts, Wills
When to Review or Revise your Estate Documents There are certain times when you should consider reviewing your estate documents to determine if they still meet your needs. Sometimes it is based on specific relationship and life events, such as marriage, divorce,...
by Jennifer Abelaj | Jan 19, 2026 | Health Care Proxy, Power of Attorney
Estate Planning for Young Adults and College Students Congratulations! You graduated high school or college and are ready to start adulting. Moving into your new dorm. Meeting or seeing new friends. Long days and nights studying. Fun on the weekends – of course! ...
by Jennifer Abelaj | Jan 19, 2026 | Non-Profits, Taxation
Substantial Contributors to Public Charities: With Reward comes Some Risk Charitable organizations are created and operated for a public good and not for purposes of making a profit for investors. But there is a cost to operating and carrying out a charity’s goals. ...
by Jennifer Abelaj | Jan 19, 2026 | Uncategorized
Basics of Estate Planning Estate planning is a broad term for preparing your assets and your family’s needs in the event of your disability of death. The type of planning appropriate for you will depend on the composition of your assets, your family structure and...
by Jennifer Abelaj | Jan 19, 2026 | Non-Profits
Advocacy and Lobbying by Non-Profits Non-profits often wonder if they can carry out lobbying as part of their charitable activities without jeopardizing their charitable status. Various factors must first be carefully considered. These may include identifying the...
by Jennifer Abelaj | Jan 16, 2026 | Uncategorized
Cryptocurrency, Digital Assets and Estate Planning Did you hear about the cryptocurrency-exchange founder who was the only person with the password to a digital wallet worth $190m of client funds, and suddenly died without having shared the password with anyone? Well...
by Jennifer Abelaj | Jan 16, 2026 | Power of Attorney, Wills
New York State Enacts NEW Power of Attorney Form Effective June 13, 2021, New York State will have a new Power of Attorney form. This is a significant change to the existing from, which was last revised in 2010. The goal of the new document is to make the signing...
by Jennifer Abelaj | Jan 16, 2026 | Wills
Tangible Personal Property in Wills Most of us have heard of the Residuary (or Remainder) Estate. This indicates who receives your entire remaining estate after debts and expenses are paid, and after prior bequests are satisfied. A common prior bequest is one of...
by Jennifer Abelaj | Jan 16, 2026 | Uncategorized
Basics of Creating a Non-Profit Organization (NPO) in New York State Non-profits are governed by both state law and federal law. Think of the NPO as a train and one track is the state’s corporate laws and the other track is the federal private foundation tax laws. ...
by Jennifer Abelaj | Jan 16, 2026 | Uncategorized
Changing the Trustee of a Testamentary Trust in New York State A trust is a document created by an individual (i.e., the Grantor) directing a Trustee to hold property or assets for the benefit of another person or entity (the Beneficiary”) based on certain terms and...
