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Legal tips
Short, plain-English guides from our office. General information, not legal advice for your situation.
When does a married couple need two separate revocable trusts?
Blended families, separate property, larger estates and more. A joint trust isn’t always the best fit.
Read the guide10 reasons to create a revocable trust
Not everyone needs one. Here’s when a trust makes sense.
Read the guideJoint owner or POD beneficiary on your bank account?
Two common choices with very different risks.
Read the guideTenants in common, joint tenants or tenants by the entirety?
Three ways to hold title, and why it matters.
Read the guideSteps to buying a house in New York State
From pre-approval to closing day, in order.
Read the guideMore than just college: the strategic use of 529 plans
How 529 plans fit into a bigger estate plan.
Read the guideArticles are general information and may not reflect recent changes in the law. Last reviewed November 4, 2026.
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