Tag Archive: asset transfer

🏡 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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