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 […]
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 […]
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 […]
The Ultimate Estate Planning Checklist for New York
Your Essential NY Estate Planning Checklist Embarking on the estate planning process can feel like preparing for a monumental journey. The destination—peace of mind for you and security for your loved ones—is clear, but the path forward can seem overwhelming, filled with unfamiliar legal terms and critical decisions. Many New Yorkers postpone this vital task […]
A Complete Guide to Estate Planning in New York
Your Ultimate NY Estate Planning Checklist For many New Yorkers, the term “estate planning” conjures images of immense wealth, sprawling mansions, and complex legal battles reserved for the city’s elite. This is one of the most pervasive and damaging myths in modern law. In my 30 years as a New York estate planning attorney, I’ve […]
NY Divorce: 8 Crucial Estate Planning Moves
8 Estate Plan Updates for Your New York Divorce Divorce is one of life’s most profound and challenging transitions. While you are navigating the emotional turmoil and complex negotiations of separating assets and creating new living arrangements, another critical area often gets overlooked: your estate plan. In New York, the intersection of divorce proceedings and […]
Avoiding 7 Deadly Estate Planning Mistakes
Your Legacy at Risk: A New York Attorney’s Guide to Avoiding the 7 Deadly Estate Planning Mistakes You have spent a lifetime working, saving, and building a legacy for your family. The final, and most critical, step in that journey is creating a comprehensive estate plan to protect everything you have built. However, this path […]
NY Estate Planning After Divorce: A 9-Point Checklist
The Post-Divorce Checklist: 9 Critical Estate Planning Steps You Must Take A divorce is a legal and emotional earthquake. It is a process that fundamentally reshapes your life, your finances, and your family structure. As you navigate the difficult and often exhausting journey of a divorce, you are focused on the immediate tasks: dividing assets, […]