Categories for Asset Transfer

🍂 October Insights: Preparing for Change — In Life, Home, and Legacy

As the leaves change and the air turns crisp, October reminds us that change can be both beautiful and necessary. In real estate and probate, this season is often a time for reflection, preparation, and planning ahead. Whether you’re managing a loved one’s estate, considering selling an inherited property, or ...

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How Are Probate Fees Calculated?

Probate is the legal process of settling a person’s estate after they pass away. While it ensures that property is distributed correctly, many families are surprised to learn about the costs involved. Understanding how probate fees are calculated can help you prepare and avoid surprises along the way. What Are ...

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💰 Expenses to Expect When Selling Your Home

  Selling a home is a major financial transaction—but it’s also an emotional journey, especially when the sale is tied to a family estate or probate. Whether you’re downsizing, relocating, or managing an inherited property, it’s important to know that selling a home involves more than just listing and closing. ...

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🏡 June Is Homeownership Month: Let’s Talk About Generational Wealth

  Every June, we celebrate National Homeownership Month—a time to recognize the value and impact of owning a home. For many families, a home is far more than just a roof over their heads. It’s the heart of generational legacy. It’s stability. It’s opportunity. And it’s one of the most ...

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Probate- When a Person Dies Without Leaving a Will

      When someone dies without a Will, it’s called dying “intestate,” and their property is distributed according to state law, specifically EPTL 4-1.1 in New York. The distribution depends on the surviving relatives and their relationship to the deceased. These relatives, known as “distributees,” are entitled to the ...

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