
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
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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

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

What is the Role of a Trustee When You Die? A NY Expert Explains Being named a “Successor Trustee” in a loved one’s estate plan

A 2025 Guide to Estate Planning for Washington Heights (10032) Residents If you are a resident of Washington Heights and searching for an “estate planning

A 2025 Guide to Estate Planning for Hamilton Heights (10031) Residents If you are a resident of Hamilton Heights and are searching for an “estate

A 2025 Guide to Estate Planning for Upper West Side Residents (10023) If you are a resident of the 10023 zip code and are searching

A 2025 Guide to Estate Planning for Upper East Side (10075) Residents If you are a resident of the 10075 zip code and are searching

If you are searching for a “probate attorney near me 10027,” you are likely facing one of the most stressful times in your life. A

As an expert New York estate planning attorney with many years of experience, I can tell you what most people get wrong. They believe their

As an expert New York estate planning attorney with many years of experience, I can tell you that 2025 is the single most critical year