Archive for the Blog Category

Your First Probate Hearing? Here’s What to Expect—and Why You Might Want to Avoid the Next One

Your First Probate Hearing? Here’s What to Expect—and Why You Might Want to Avoid the Next One

Going to probate court for the first time feels a bit like stepping into a new city without GPS. There are forms. Judges. Rules you didn’t know existed. And you’re probably doing all this while grieving someone you love. Not exactly the easiest combo. At the Estate Planning Law Center, we help people like you make sense of the probate process—and just as importantly, we help families avoid it altogether next time through smart, trust-based planning. Whether you’re in it now, preparing for it, or hoping to never go through it again, this is your starting point. Probate 101: What It Is and Why It Happens Probate is the court-supervised process of settling someone’s estate after they pass. It involves validating the will, paying off debts, distributing assets, and closing out accounts. Sounds simple enough—until it’s not. Probate can take months (or longer), cost thousands in fees, and make personal

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The High Cost of Cutting Corners in Estate Planning: A Lesson from the Alan Lorenz Case

The High Cost of Cutting Corners in Estate Planning: A Lesson from the Alan Lorenz Case

When multimillionaire Alan Lorenz passed away in 2021, he left behind a fortune—and a legal nightmare. A former divorce attorney turned top executive in the health and wellness industry, Lorenz built wealth through decades of hard work. But despite his success, his estate plan was anything but buttoned up. At The Estate Planning Law Center, we say it often: It’s not how much you have—it’s how clearly you’ve planned. Lorenz’s case is a textbook example of how cutting corners in estate planning can leave behind confusion, court battles, and lasting damage to families. When Words Aren’t Enough Just weeks before his passing, Lorenz entered into a civil partnership with his long-time partner, Sheila Caruana. He updated his will, leaving his £18 million estate entirely to her. Seems straightforward, right? Not quite. His siblings have since taken the matter to court, claiming he made a verbal promise that Sheila would divide

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What Pope Francis’ Will Teaches Us About Leaving a Legacy on Your Terms

What Pope Francis’ Will Teaches Us About Leaving a Legacy on Your Terms

When Pope Francis passed away on April 21, 2025, the world paused to honor his legacy of faith, humility, and service. But amid the global tributes, one deeply personal decision stood out: his handwritten will. In just a few brief lines, Pope Francis made a single, powerful request—he asked to be buried quietly at the Papal Basilica of Santa Maria Maggiore in Rome. No papal fanfare. No mention of his title. Just a simple grave with one word: Franciscus. At The Estate Planning Law Center, we talk a lot about control, clarity, and peace of mind. And this is exactly why. Because estate planning isn’t just about documents. It’s about making sure your voice is heard—right to the very end. One Page. One Powerful Message. Pope Francis didn’t use his will to list property or delegate wealth. He used it to speak from the heart. To ensure that his final

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What Gene Hackman’s Estate Teaches Us About the Power of Planning (and the Cost of Not)

What Gene Hackman’s Estate Teaches Us About the Power of Planning (and the Cost of Not)

When actor Gene Hackman passed away in February 2025 at age 95, he left behind an unforgettable legacy in film—and an estate planning disaster that no one saw coming. Despite decades of success and ample resources, his plan was outdated, incomplete, and ultimately, ineffective. At The Estate Planning Law Center, we often say estate planning isn’t about how much money you have—it’s about protecting the people you love and ensuring your wishes are honored. Hackman’s story is a real-time reminder of what can happen when that plan isn’t built to last. What Went Wrong? Hackman updated his will back in 2005, naming his wife Betsy Arakawa as the sole heir to his $80 million estate. Tragically, Betsy passed away just one week before Gene—and that’s where the cracks in his plan showed. He had no alternate beneficiaries listed. No contingency. No backup. So now? His estate is in limbo. His

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Simultaneous Death: What Gene Hackman and Betsy Arakawa Can Teach Us About Estate Planning

When we think about estate planning, we often focus on the big milestones: marriage, retirement, the birth of children or grandchildren. But life rarely follows a perfect script, and sometimes tragedy strikes in ways we can’t predict. The recent passing of acclaimed actor Gene Hackman and his wife, Betsy Arakawa, just days apart, offers a sobering reminder of a lesser-known, but critically important, issue in estate planning: what happens when spouses die in close succession? At first glance, it may seem like a rare scenario. But in our decades of experience helping New York families protect their assets and legacies, we know that real life is unpredictable.  That’s why understanding how simultaneous or near-simultaneous death impacts your estate plan isn’t just important, it’s essential. Why the Order of Death Can Change Everything In traditional estate plans, when one spouse passes, their assets typically go to the surviving spouse, unless directed

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Is Your Estate Plan Ready for the Changes Ahead?

Is Your Estate Plan Ready for the Changes Ahead?

Every season of change brings new possibilities—and potential risks to your estate plan. From estate tax thresholds to capital gains laws and asset protection strategies, political shifts can impact how well your current plan protects you and your loved ones. We’re not about panic—we’re about preparation. Whether you’re just beginning or have an existing trust and will in place, now is the perfect time to review your documents, strategies, and financial structure to ensure they’re still working for you. Not sure where to begin? Take our quick four question survey to see where you stand.

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Understanding the CDPAP Transition: What You Need to Know Before the March 2025 Deadline

Understanding the CDPAP Transition: What You Need to Know Before the March 2025 Deadline

If you rely on the Consumer Directed Personal Assistance Program (CDPAP) in New York, you may have heard about some big changes coming soon. Starting in March 2025, CDPAP consumers and their personal assistants (PAs) will need to transition to a new system with Public Partnership LLC (PPL), the statewide fiscal intermediary. We understand that these changes can feel overwhelming, especially if you’ve been comfortable with the current system. We’re here to help you navigate this transition so you’re fully prepared before the deadline. Here’s what you need to know, step by step. What Is CDPAP and Why Does It Matter? The Consumer Directed Personal Assistance Program (CDPAP) is a Medicaid program that helps people with disabilities, chronic illnesses, or other long-term health conditions get the care they need at home. Instead of using agency-provided caregivers, CDPAP lets you hire your own personal assistants (PAs): whether that’s a family member,

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What’s in Your Wagon? Celebrating Legacy & Little Red Wagon Day

What’s in Your Wagon? Celebrating Legacy & Little Red Wagon Day

  On March 26th, 2025, we celebrate Little Red Wagon Day, a day dedicated to the iconic red wagon, a symbol of childhood memories, imagination, and the power of passing down treasured items through generations. Just like a red wagon carries toys, books, or even a child’s dreams, estate planning is about carrying your life’s most valuable treasures forward: your legacy, your wishes, and your assets. At Estate Planning Law Center (EPLC), we believe that just as the little red wagon is passed down from one generation to the next, your legacy deserves to be protected and passed down in a legally sound and thoughtful way. Let’s explore how Little Red Wagon Day can inspire us to reflect on what we want to leave behind—and how estate planning can ensure it’s protected. The Legacy of the Little Red Wagon The Original Little Red Wagon, designed in 1917 by Antonio Pasin,

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What Happens If You Die Without a Will?

Paul was a devoted father of three who always intended to write a will—but life got in the way. When he suddenly passed away, his family was shocked to learn that without a valid will, New York State law would dictate how his assets were distributed. Instead of Paul’s children receiving their inheritance smoothly, his estate went through probate, a lengthy and expensive court process. His family home, which he intended to leave to his eldest daughter, was instead divided among his children, causing disputes. His bank accounts were frozen for months, and his minor child’s inheritance was placed under court supervision. If Paul had created a will, everything would have gone according to his wishes—not the state’s. What Happens When You Die Without a Will? In New York, if you die without a will (intestate), the state determines who inherits your assets based on a strict legal formula. Here’s

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Healthcare Proxies: Planning for Medical Decisions—Separating Fact from Fiction

When James’s mother, Ellen, was diagnosed with Alzheimer’s, their family assumed they could make medical decisions for her as needed. They had heard about healthcare proxies before but figured they weren’t necessary. “We’ll just tell the doctors what she would have wanted,” James thought. But when Ellen could no longer communicate her wishes, the family found themselves in a heartbreaking situation. Disagreements arose over what kind of care she should receive. Her doctors couldn’t act without legal authority, and the family had no choice but to go through the court system to obtain guardianship. The emotional toll was overwhelming, and they wished they had taken steps earlier to legally document Ellen’s healthcare wishes. Many families find themselves in similar situations because they fall for common myths about healthcare proxies. Let’s set the record straight. Myth #1: “I Don’t Need a Healthcare Proxy Unless I’m Old or Sick” Accidents and medical

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