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The Health Care Proxy and the Living Will

It is not unusual for people to misunderstand the purpose and intent of a living will – not to be confused with a last will and testament. In fact, when we review estate planning documents with our clients before they execute them, we are often asked about the differences between health care proxies and living...

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Senior Move Managers Can Help With Downsizing

Often our “senior” clients recognize that their home is too large and requires more in the way of upkeep and maintenance than they can manage.  Sometimes they even admit that it is the task of downsizing, and all that it entails, that prevents them from taking the next step. This article (link below), published in...

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Spring Cleaning 2016 – Time to Review and Renew

Tax season is over! Spring has FINALLY sprung! It’s time to “review and renew.” Each spring, we at Berwitz & DiTata LLP encourage our clients, friends and “would be” friends to focus on estate planning, refresh those resolutions and stop procrastinating. We call it our annual “Review and Renew” program.   If you have never created...

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Do Jointly Owned Accounts Pass to the Survivor?

Estate planning, whether simple or complex, requires careful attention to details which, if overlooked or misunderstood, can undermine the plan’s effectiveness. We like to highlight common estate planning mistakes and misconceptions whenever we can.   Most people misunderstand joint accounts. Some believe that they can add the name of a loved one onto an account...

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Estate Planning for Business Owners

If you are the owner of a business or professional practice, it is important that your estate planning documents are complete and up-to-date. You should develop an ownership transition plan so that your family and your business will be protected in the event of your death or incapacity. It is also important to consider the...

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What is Hospice Care?

Hospice is a specific type of “palliative care” which focuses on comfort driven care and pain relief, not curing. While palliative care may be available for patients at any stage of an illness, hospice care is for those with “a life-limiting illness,” in other words, people who are unlikely to live for more than six...

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Berwitz & DiTata LLP Welcomes Alyssa

Berwitz & DiTata LLP welcomes associate attorney Alyssa H. Solarsh to the firm. After earning a bachelors degree summa cum laude in Political Science from the C.W. Post campus of Long Island University, Alyssa obtained her law degree from Touro College Jacob D. Fuchsberg Law Center. During law school, Alyssa participated in Touro Law Center’s...

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Guardianship- Different Strokes for Different Folks Article 81 Guardianship

Guardianship — Different Strokes for Different Folks Article 81 Guardianships In our last issue of “A Step Ahead,” we provided information regarding Article 17 and 17-A guardianships. In this issue, we will address the “other” New York guardianship proceeding, the Article 81 guardianship. First, it is important to remember that estate planning is not just...

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Guardianship- Different Strokes for Different Folks

Generally speaking, guardianship is a legal relationship, authorized by a Court, under which one person, the “guardian,” has the right and duty to care for another, the “ward,” and/or their property. In New York, there are three (3) different types of guardianship proceedings, each suited to a different set of circumstances. Article 17 of the...