12 NYC Estate Planning Myths 2025-2026
12 Estate Planning Myths & Misconceptions in New York City (2025-2026) As a New York estate planning attorney with many years of experience, I have seen the same tragedies strike families over and over. These tragedies are not caused by complex legal loopholes; they are caused by simple, common, and dangerous misconceptions. Believing one of […]
7 Big NYC Estate Planning Mistakes 2025-2026
The 7 Biggest Estate Planning Mistakes in New York City (2025-2026 Guide) As a New York estate planning attorney with many years of experience, I have seen the devastating financial and emotional fallout from well-intentioned “simple” plans. After successfully guiding over 1,000 families through the probate and administration process, my team at Morgan Legal Group […]
The Ultimate 2025-2026 Guide to Estate Planning in New York City: An Experienced Attorney on Protecting Your Legacy
The Ultimate 2025-2026 Guide to Estate Planning in New York City If you live in New York City, what does “estate planning” mean to you? For most, it means having a “simple will.” But as a New York estate planning attorney with many years of experience, I must be direct: in 2025, a “simple will” […]
7 Big NYC Estate Planning Mistakes 2025-2026
The 7 Biggest Estate Planning Mistakes in New York City (2025-2026 Guide) As a New York estate planning attorney with many years of experience, I have seen the devastating financial and emotional fallout from well-intentioned “simple” plans. After successfully guiding over 1,000 families through the probate and administration process, my team at Morgan Legal Group […]
NY Estate Planning 2025-2026: The “Easy” Plan Trap
Estate Planning “Made Easy” in NY (2025-2026): Why “Simple” Plans Are a Trap If you’re searching for “estate planning made easy,” you are not alone. You’re a responsible person looking for a straightforward way to protect your family. You want to “check the box” and get the peace of mind you deserve. But as a […]
NY IRA Trust as Beneficiary Tax Trap
The NY ‘IRA Trust’ Nightmare (2025-2026): Why Naming a Trust as Your IRA Beneficiary is a Tax Trap As a New York estate planning attorney with many years of experience, I’ve seen the devastating fallout of a “simple” mistake. You spent your life diligently saving into your IRA. You created a Revocable Living Trust to […]
NY SECURE Act 10-Year Rule Tax Bomb
The NY Inherited IRA Guide 2025-2026: How the SECURE Act’s 10-Year Rule Creates a Tax Time Bomb Inheriting a retirement account used to be a straightforward financial blessing. Today, it is a complex tax time bomb. As a New York estate planning attorney with many years of experience, I have seen the devastating fallout from […]
NY Probate Lawyer Cost: 2025-26 Complete Guide
How Much Does a Probate Lawyer Cost in New York? (The 2025 Complete Guide) If you are asking this question, you are likely in a difficult and stressful position. A loved one has passed away, and you have been named the Executor of their Will. Now, on top of grieving, you are facing a complex […]
10 Ways to Avoid NY Probate: 9 Traps
The 10 “Simple” Ways to Avoid Probate in New York As a New York estate planning attorney with many years of experience, I’ve heard every “simple” trick to avoid probate. Your neighbor, your brother-in-law, or a website told you about a “shortcut.” “Just add your son to your deed,” they say. “It’s easy.” Let me […]
Role of a Trustee When You Die: NY
What is the Role of a Trustee When You Die? A NY Experienced Explains Being named a “Successor Trustee” in a loved one’s estate plan feels like an honor. It is a sign of profound trust. But as an experienced New York attorney with many years of experience, I can tell you what it *really* […]