NY 2026 Tax Sunset Guide: Save Millions
A 2025 “Use It or Lose It” Guide for NY As an estate planning attorney in New York for over 30 years, I can tell you that 2025 is the most critical year for estate planning I have witnessed in my career. A “ticking time bomb” in the federal tax code is set to detonate […]
NY Estate Planning Guide 2025-2026
A 30-Year Expert’s Guide to the 2025 NY Crisis As an estate planning attorney in New York for over 30 years, I can tell you that 2025 is the single most critical year for estate planning I have ever witnessed. The landscape is not just shifting; it is about to fall off a cliff. Families […]
NY Dual-Eligible Guide 2025
Medicare vs. Medicaid: NY 2025 Guide It is the single most dangerous myth in American healthcare. And if you are a New Yorker over the age of 65, believing it will cost you and your family everything you have worked for, starting with your home. Here is the myth: “I have Medicare, so I am […]
NY Medicaid Look-Back 2025: Guide
NY 2025 Medicaid Home Care Crisis For decades, New Yorkers had a unique and powerful advantage in elder law planning. Unlike most of the country, our state allowed residents to qualify for “Community Medicaid”—the program that pays for expensive home health aides—with virtually no penalty for transferring assets. You could, with experienced guidance, protect your […]
NY Transfer on Death Deed: Not Legal
No TODD in NY? How to Protect Home You may have read online about a simple, powerful tool to pass your home to your children without probate. It’s called a “Transfer on Death Deed,” or “TODD.” Many states have adopted this tool, allowing homeowners to designate a beneficiary who automatically inherits their real estate upon […]
What the 2026 Tax Sunset Means NY
The 2026 Tax Cliff: A Ticking Clock for New York Estates The clock is ticking. For high-net-worth individuals and families in New York, 2025 is the most critical year for estate planning in over a decade. A massive, scheduled change in federal tax law is set to occur on January 1, 2026. This event, known […]
NY Probate Process Explained (2025-2026 Update)
What Every New Yorker Must Know About Probate in 2025-2026 In my 30 years as a New York estate planning and probate attorney, no legal term inspires more fear and confusion than “probate.” Clients often come to my office with a single, urgent goal: to keep their family out of probate. They have heard the […]
How to Avoid Probate in NY: The 2025-2026 Guide
How to Avoid Probate in New York As a New York estate planning attorney with over 30 years of experience, I have had thousands of conversations about probate. In almost every case, the client’s goal is the same: “How can my family avoid that entire mess?” They have heard the horror stories from friends or […]
When to Review Your Estate Plan in NY (2025 Guide)
The 2025 Essential Guide: When to Review Your New York Estate Plan As an estate planning attorney in New York for over 30 years, I have seen the profound peace of mind a well-crafted plan provides. But I have also witnessed the devastation that an outdated plan can cause. The most common mistake I see […]
The 2025 Year-End Estate Planning Audit: A Last-Chance Guide to Avoiding the 2026 Tax Cliff.
Your Last-Chance 2025 Estate Plan Audit For more than 30 years as a New York estate planning attorney, I have emphasized that a great estate plan is not a static document, but a living strategy that must adapt to changes in the law and in life. Never has that advice been more urgent than it […]