What is a “Step-up in Basis” and Why Should I Care?
As seniors decide to downsize and settle down to an easier life, one of the ideas that often crosses their minds is beginning to...
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Legal Briefings
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- Feb 1
Obtaining Death Certificates in New York: 2024 Chapter Amendments
Our office previously released a Legal Briefing on January 10, 2024 discussing the law that Governor Hochul in New York signed on...
- Jan 10
Estate Planning: One Size Doesn’t Fit All
The process of ensuring that assets pass to the intended beneficiaries upon one’s death is called an “estate plan” and it is rarely as...
- Jan 10
Obtaining Death Certificates in New York
On December 22, 2023, Governor Hochul in New York signed into law a bill that greatly expanded the pool of individuals who were...
- Feb 8, 2023
Electronic Notary Services in New York: 2023 Developments
Patrick Pullano, Esq. presents new developments on notary services in New York State.
- Dec 28, 2022
Animal Rights Legislative Developments: 2022 and 2023
Patrick Pullano, Esq. presents updates on legislative developments for animal rights.
- Jan 24, 2022
SECURE Act’s Impact on Retirement Account Planning
In the two years since the enactment of the Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”), planners continue...
- Jan 11, 2022
Making Pandemic Changes Permanent – Electronic Remote Notary Services
On May 19, 2020, former New York Governor Andrew Cuomo issued Executive Order 202.7, authorizing a procedure by which notaries could take...
- Nov 2, 2021
Animal Welfare Legislation: New State Laws
In October, 2021, a series of three new bills have been signed into law in New York to protect animals. The first new law amends New...
- Aug 27, 2021
Jason Livingston Selected in Daily Record's Power 20 Trusts & Estates List
Pullano & Farrow's Trusts & Estates attorney, Jason Livingston, Esq. was recently selected in the inaugural Power 20 List for Trusts and...
- Jun 22, 2021
Incorporating Pets into your Estate Plan: Common Questions on Pet Trusts
Traditionally, upon a person's passing, they had limited options and methods to ensure their pet was cared for after the owner's death...
- Mar 17, 2021
When You Die, Who Administers Your Estate?
When a person dies, there are several different routes that can be taken to administer the estate. These routes vary based on whether the...
- Jan 28, 2021
Believe It or Not, Trustees Do Not Always Have to Make the “Best” Decisions
Some people are afraid of serving as a trustee to a trust because they fear that they may not always make the “best” decisions. Well...
- Jan 21, 2021
Estate Planning Environment under President Joe Biden
On January 20, 2021, Joe Biden was inaugurated as the 46th President of the United States of America. Financial and legal advisors have...
- Nov 11, 2020
Even A Superhero Needs To Estate Plan
When actor Chadwick Boseman (who played the character of “Black Panther” in the Marvel Comics films) died in August after a four-year battle
- Sep 3, 2020
Planning for Your Passing: Pet Edition
Traditionally, upon a person’s passing, they had limited options and methods to ensure their pet was cared for after the owner’s death...
- Apr 15, 2020
Effectuating an Estate Plan During the COVID-19 Pandemic
As COVID-19 continues to spread across the United States, citizens and businesses are being forced to change their daily routines. Estate...
- Mar 30, 2020
Deferred Payments During COVID-19
On Saturday, March 21, 2020, Monroe County Executive Adam Bello announced that the due date for county residents’ third installment of...
- Jan 10, 2020
The Secure Act & Retirement Accounts: Time to Revisit Your Estate Plan
In the final days of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.
- Oct 16, 2019
Financial Security After Divorce
Jason Livingston discusses the important legal measures to be taken for older adult divorces.
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