Creating a Trust: What You Need to Know

Creating a Trust: What You Need to Know

by Estate Planning Attorney Nydia Menendez You have probably heard some common myths about Trusts: “A Trust is only for wealthy people,” or “I don’t have a great deal of assets, so why do I need a Trust?” Others may think “I already have a Will, isn’t that enough?” or “A Trust is too expensive.” […]

Points to Consider Regarding a Will

Points to Consider Regarding a Will

by Estate Planning Attorney Nydia Menendez This may be the most myth-dispelling article you will ever read on the topic of Estate Planning. That’s because Wills are the Estate Planning tool with which most people are familiar. And people also believe Wills are sufficient for their needs. In fact, most clients call our office asking […]

What is Guardianship?

What is Guardianship?

by Estate Planning Attorney Nydia Menendez When people hear the word “Guardianship”, they tend to think of someone taking care of a minor child. However, Guardianship also comes into play when someone over 18 years old is alive but does not have capacity to care for themselves or manage their affairs. The incapacitated person, who […]

Probate: A Nightmare to Avoid

Probate: A Nightmare to Avoid

by Estate Planning Attorney Nydia Menendez When someone passes away, their estate consists of everything left behind, including all the deceased person’s assets. Many people think a Will is the key to planning and leaving their affairs in order for when the time comes. But that is not the case. In fact, Wills are very […]

Where Would Our Pets Be Without Family Members Who Love Them?

Where Would Our Pets Be Without Family Members Who Love Them?

by Estate Planning Attorney Nydia Menendez As an estate planning attorney, I understand the value of protecting our loved ones. And as a passionate pet owner, I believe that protection must also extend to our four-legged family members as well. That’s why, when clients have fur babies in their families, I offer a comprehensive (and […]

Planning to Protect Special Needs Beneficiaries

Planning to Protect Special Needs Beneficiaries

by Estate Planning Attorney Nydia Menendez In matters of Estate Planning, there is never a one-size-fits-all document. Every family is different, and each of its members have specific needs and concerns that must be met using various planning tools. When a person’s Estate Plan includes a beneficiary with special needs, mentally or physically disabled, the […]

Puerto Ricans: Non-U.S. Persons With A Lower Tax Exemption

Puerto Ricans: Non-U.S. Persons With A Lower Tax Exemption

by Estate Planning Attorney Nydia Menendez Our great forefather, Benjamin Franklin warned that “in this world nothing can be said to be certain, except death and taxes.” One good example is the Estate Tax. The Estate Tax is levied on the value of a person’s worldwide assets at the time of death. Currently the Estate Tax […]

Michael Jackson … This Estate Plan Is A Thriller

Michael Jackson … This Estate Plan Is A Thriller

by Estate Planning Attorney Nydia Menendez Michael Jackson was born on August 29, 1958 in Indiana. When he was only eight years old, he joined the family music group composed of Michael and his four brothers Tito, Marlon, Jermaine and Jackie. They were called the Jackson 5. Michael was a musical prodigy and soon became […]

Elvis Presley’s Estate … Not Quite Fit For A King

Elvis Presley’s Estate … Not Quite Fit For A King

by Estate Planning Attorney Nydia Menendez Elvis Presley was an American singer, musician and actor, well known as an iconic global symbol, winning the title “King of Rock and Roll,” or simply “The King”. The King sold over one billion records, starred in 33 films, made history with television appearances and specials, and played many […]

Walt Disney’s Daughter’s Estate Plan Left Much To The Imagination

Walt Disney’s Daughter’s Estate Plan Left Much To The Imagination

by Estate Planning Attorney Nydia Menendez Walt Disney passed away in 1966 at the young age of 65. His Estate was valued at 23 million dollars. Walt was a good steward; he had done Estate Planning which left half his wealth to charity – an excellent way to reduce taxes. The other half went to […]

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