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🏡 July Reflections: Sunshine, Selling Season & Smart Planning

  Hello July! The summer sun is shining, backyard BBQs are in full swing, and for many families, this is the season of both celebration and transition. Whether you’re managing a family estate, preparing a home for sale, or just trying to make sense of what happens after a loved ...

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🗂️ How to Help Clients Organize Estate Paperwork

Practical Support for a Stressful Time When a loved one passes away, families are often left navigating not just grief—but a complex paper trail of legal, financial, and personal documents. For clients managing probate, one of the most important things they can do early on is get organized. As a ...

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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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