
New York Estate Planning Basics: Core Documents Every Adult Needs
New York estate planning basics under EPTL 4-1.1: the will, financial power of attorney, and health care proxy you need, plus probate and state estate tax.
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New York estate planning basics under EPTL 4-1.1: the will, financial power of attorney, and health care proxy you need, plus probate and state estate tax.

New York health care proxy, written health care instructions, and MOLST under Public Health Law Article 29-C. Covers agents, signing, and when they take effect.

New York enacted a statutory Transfer on Death Deed under N.Y. Real Property Law § 424, effective July 19, 2024: how it works, and how to record and revoke it.

New York will requirements under EPTL 3-2.1: who can make a will, two-witness signing rules, the 30-day window, self-proving affidavits, and revocation.

North Carolina estate planning basics: the core documents you need under G.S. Chapter 31 (wills) and Chapter 32C (power of attorney), plus probate and tax.

North Carolina revocable living trust explained under Chapter 36C: how living trusts avoid probate, funding, the pour-over will, and trust vs. will.

North Carolina successor trustee duties after death under Chapter 36C, the Uniform Trust Code: accept the role, inform beneficiaries, pay debts, and distribute.

Pennsylvania estate planning basics under 20 Pa.C.S.: the will, durable power of attorney, and health care directive, plus probate, inheritance tax, intestacy.

Pennsylvania revocable living trust guide: Chapter 77, the Uniform Trust Act, funding, the pour-over will, probate avoidance, and inheritance tax.

How a successor trustee settles a Pennsylvania living trust after death under 20 Pa.C.S. Chapter 77: the 30-day beneficiary notice, debts, taxes, distributions.
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