The Procrastinator’s Last Chance: A 2025 Year-End Guide to Tackling Your New York Estate Plan.
A 2025 Year-End Guide to Your NY Estate Plan For more than 30 years, I have started countless consultations with the same sentence from my clients: “I know I should have done this years ago.” If you are reading this, that sentiment probably feels familiar. Creating an estate plan has been on your to-do list […]
Beyond Probate Avoidance: 6 Advanced Strategies for Your New York Revocable Trust in 2026.
Beyond the Basics: 6 Advanced Trust Strategies For more than 30 years, I have counseled thousands of New Yorkers on their estate plans. When the conversation turns to the Revocable Living Trust, most people know one thing about it: it avoids probate. And they are correct. Avoiding the public, costly, and time-consuming probate process in […]
A Millennial’s Guide to NY Estate Planning (2026)
The 2026 Estate Planning Guide for Millennials For more than 30 years, I’ve guided New Yorkers in building their legacies. For much of that time, the phrase “estate planning” was reserved for my clients’ parents and grandparents. But as we enter 2026, that has fundamentally changed. If you are a millennial—now in your late 20s […]
AI, Digital Assets & Your 2026 NY Estate Plan
AI & Your Legacy: A 2026 NY Estate Plan Guide For more than 30 years, I have helped New Yorkers craft estate plans to protect their legacies. For most of that time, the definition of an “asset” was straightforward: a home, a bank account, a stock certificate, a piece of art. Today, as we stand […]
The NY Family Security Trust: A 2026 Guide
Your 2026 Guide to the Family Security Trust For more than 30 years, I have helped New York families create plans to pass their hard-earned assets to the next generation. For decades, the primary tool for this was a simple will, leaving an inheritance “outright and free of trust.” But in the world of 2026, […]
The Modern NY Business Succession Plan for 2025
A Guide to Modern Business Succession in NY For more than 30 years, I have worked with the entrepreneurs who form the backbone of New York’s economy—the founders, the partners, the family business owners who have poured their lives into building something lasting. You have navigated market shifts, economic downturns, and, most recently, a global […]
How to Fix Costly Estate Planning Mistakes in NY
A Guide to Fixing Expensive Estate Plan Errors In my three decades as a New York estate planning attorney, I have seen that the most expensive mistakes are not the ones discovered and fixed during a person’s lifetime. The truly costly errors—those that wreak financial and emotional havoc—are the ones left to fester, only to […]
SECURE Act 2.0: Impact on Your NY Estate Plan
How SECURE 2.0 Changes Your NY Estate Plan For decades, retirement accounts like IRAs and 401(k)s have become the primary savings vehicle for many New Yorkers, often representing their largest asset aside from their home. For just as long, the rules governing how these assets were passed to the next generation were relatively stable. That […]
Estate Planning New Year’s Resolutions: Resolve To Plan Better
Top Estate Planning Resolutions for the New Year As the year draws to a close, we enter a natural season of reflection and renewal. We look back at the months that have passed and forward to the year ahead, setting goals to improve our health, our finances, and our overall well-being. We resolve to exercise […]
Probate, Wills, Executors: Your Estate Planning Questions Answered
Your Top NY Estate Planning Questions Answered For more than 30 years, I have dedicated my career to guiding New Yorkers through the intricacies of estate planning. In thousands of consultations, I have found that while every family’s situation is unique, their questions often revolve around a core set of concepts: wills, executors, and the […]