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 […]
The 2026 NY Estate Plan: A Modern Guide
Your Guide to a Modern 2026 Estate Plan For more than three decades, I have been crafting estate plans for New Yorkers, and I can tell you with certainty that the world we plan for today is vastly different from the one we planned for even ten years ago. An estate plan drafted in 2010 […]
Common Challenges Faced During NY Probate: A Guide
Top Challenges Faced in New York Probate In my three decades as a New York probate attorney, I have guided countless families through the process of settling a loved one’s estate. While probate is often described as an orderly, court-supervised procedure, the reality is that the path from filing a will to distributing the assets […]
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 […]
10 Common NY Estate Planning Mistakes to Avoid
10 Estate Planning Mistakes to Avoid in New York Over the course of more than 30 years practicing estate planning law in New York, I have seen the profound difference between a plan that works and one that fails. A successful plan is a fortress, carefully constructed to protect a family’s future. A failed plan, […]
5 Reasons Why Estate Planning is Vital in NY
The Top 5 Reasons Why Estate Planning is Essential for Every New Yorker In my three decades as an estate planning attorney in New York, I’ve witnessed the profound impact—both positive and negative—that planning (or the lack thereof) can have on families. Many people view estate planning as a task to be deferred, a complex […]
Top Estate Planning Mistakes to Avoid in New York
The Biggest Estate Planning Mistakes We See In my 30 years as a New York estate planning attorney, I have had the privilege of helping thousands of families protect their legacies. But I have also been called in to clean up the aftermath of countless preventable tragedies. I have seen family relationships destroyed, life savings […]
NY Trusts, Wills & Power of Attorney: A Guide
The 3 Pillars of a New York Estate Plan For over 30 years, I have sat with thousands of New Yorkers to discuss their legacies. In all those conversations, one thing has become abundantly clear: most people know they need an estate plan, but they are often confused and intimidated by the documents involved. What […]
A Simple Guide to Estate Planning in New York
Your Step-by-Step Guide to NY Estate Planning For most people, the phrase “estate planning” sounds intimidating. It conjures images of complex legal documents, vast fortunes, and conversations reserved for the very wealthy or the very old. As an attorney with over 30 years of experience in this field, I can tell you that this is […]