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 […]
The 2026 Estate Tax Cliff: A New Yorker’s Guide to Protecting Your Legacy Before the Law Changes.
Navigating the 2026 Estate Tax Cliff in NY For over 30 years, I have helped New York families navigate the ever-shifting landscape of estate and tax law. In all that time, I have rarely seen a legislative change as predictable, as significant, and as urgent as the one we face today. On January 1, 2026, […]
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 […]
NY Estate Planning for Second Marriages: A 2026 Guide
A Guide to Blended Family Estate Planning in NY For more than 30 years, I have helped New York families navigate life’s most significant transitions. Few are as filled with both joy and complexity as a second marriage. A new partnership in life brings immense hope and happiness, but for individuals with children from a […]
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 […]
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 […]