The Law Office of Tamara I. Jordan PLLC

The Law Office of Tamara I. Jordan PLLC Trusted New York law firm also handles estate and other legal matters The Law Office of Tamara I. I take a 100% client-driven approach to every case.

Jordan, PLLC, advises clients throughout the New York City area on guardianship, estate and landlord-tenant matters. Since 2005, my firm has earned a solid reputation for providing quality legal services to clients with a wide range of needs. When you work with my firm, you will be represented by an established attorney who has experience resolving issues favorably both inside and outside the cour

troom. I have extensive trial litigation experience in New York, so you can be confident that I can assist you in any matter, no matter how complex or adversarial.

For many people who feel closer to friends than family, estate planning can require special considerations.
06/06/2023

For many people who feel closer to friends than family, estate planning can require special considerations.

For many people who feel closer to friends than family, estate planning can require special considerations.

In 2023, the federal estate tax ranges from rates of 18% to 40% and generally only applies to assets over $12.92 million...
06/03/2023

In 2023, the federal estate tax ranges from rates of 18% to 40% and generally only applies to assets over $12.92 million. But even if you qualify for the federal estate tax exemption, you may still remain responsible for a state-level tax.

Here's how the estate tax rules work, what the estate tax rates are and whether you may have to pay the state, too — plus tips for minimizing the tax bite.

You may wish to create a power of attorney so you can decide who will manage your assets and make financial decisions on...
05/31/2023

You may wish to create a power of attorney so you can decide who will manage your assets and make financial decisions on your behalf if you become incapacitated and are no longer of sound mind and able to make your own decisions.

A power of attorney is a legal document you create that gives someone else legal authority to act on your behalf. Depending on the type of POA, you could give someone limited power or general power to make decisions and take actions for you. This guide explains more about what a power of attorney

Failure to prepare for post-death wealth transfer could leave your heirs with a heap of problems, from higher-than-expec...
05/30/2023

Failure to prepare for post-death wealth transfer could leave your heirs with a heap of problems, from higher-than-expected tax bills to specific heirs not receiving what you intended to leave them.

According to reporting by the Wall Street Journal, approximately $70 trillion in wealth will be transferred from baby boomers and older generations to their heirs by 2042. That's a massive shift that...

For the sake of your loved ones, take time to create a plan that ensures your retirement savings goes where you want it ...
05/27/2023

For the sake of your loved ones, take time to create a plan that ensures your retirement savings goes where you want it to in the event of your death.

Estate planning determines who will inherit your IRA, 401(k), or other retirement accounts.

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal ...
05/23/2023

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.

Even if your family gets along just fine, having a clear plan in place can help avoid legal costs and minimize family st...
05/20/2023

Even if your family gets along just fine, having a clear plan in place can help avoid legal costs and minimize family stress while making it more likely that your final wishes become a reality.

Clear communication can make a painful process less fraught when it comes time to divvy up the assets.

A family member’s mental health issues may interfere with their ability to manage finances. Setting up a trust is one wa...
05/16/2023

A family member’s mental health issues may interfere with their ability to manage finances. Setting up a trust is one way to transfer wealth to a loved one and create financial stability for them.

Transferring wealth to a loved one with a mental illness or disorder requires careful thought and legal guidance. Experts explain how a legal trust can help.

For the sake of yourself — and, more importantly, your loved ones — getting your estate and health-care directives in or...
05/13/2023

For the sake of yourself — and, more importantly, your loved ones — getting your estate and health-care directives in order can prevent a lot of emotional pain and suffering down the road.

Regardless of age and wealth, virtually everyone should consider how they want their assets distributed upon their death.

The consequences of dying without a will—the legal term is intestate—come down to where you live. Dying intestate can ha...
05/09/2023

The consequences of dying without a will—the legal term is intestate—come down to where you live. Dying intestate can have unintended consequences for pretty much every family type, but it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

Most Americans don’t have wills, leaving estate planning to a complicated range of state laws.

For many people, one of the key steps in estate planning is making sure their children are treated fairly when it comes ...
05/06/2023

For many people, one of the key steps in estate planning is making sure their children are treated fairly when it comes to inheritance. But “fair” doesn’t always mean “equal,” especially if your family situation or assets are complicated.

A “fair” inheritance isn't always “equal,” especially if your family situation or assets are complex. Explain your wishes, add deterrents and consider a trust.

If you own a home, it’s important to plan for the future and decide what happens to a mortgage when you die.
05/02/2023

If you own a home, it’s important to plan for the future and decide what happens to a mortgage when you die.

When you pass away, your mortgage doesn’t suddenly disappear.

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