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 with many years of experience, I’ve seen the devastating fallout of a “simple” mistake. You spent your life diligently saving into your IRA. You created a Revocable Living Trust to […]
NY SECURE Act 10-Year Rule Tax Bomb
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 straightforward financial blessing. Today, it is a complex tax time bomb. As a New York estate planning attorney with many years of experience, I have seen the devastating fallout from […]
Role of a Trustee When You Die: NY
What is the Role of a Trustee When You Die? A NY Experienced Explains Being named a “Successor Trustee” in a loved one’s estate plan feels like an honor. It is a sign of profound trust. But as an experienced New York attorney with many years of experience, I can tell you what it *really* […]
A 2025 Guide to Estate Planning for Washington Heights (10032) Residents: Protecting Your Home & Family from the NY Medicaid Look-Back
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 attorney near me 10032,” you are likely facing one of two critical situations. Either you are grieving the loss of a loved one and must now navigate the complex probate […]
A 2025 Guide to Estate Planning for Hamilton Heights (10031) Residents: Protecting Your Co-op, Legacy, and Avoiding Probate
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 planning attorney near me 10031,” you are likely facing one of two scenarios. Either you are grieving the loss of a loved one and facing the daunting probate process, or […]
A 2025 Guide to Estate Planning for Upper West Side Residents (10023): Protecting Co-ops, Investments, and Your Legacy from the 2026 Tax Cliff
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 for an “estate planning attorney near me,” you already know that your family’s legacy is unique. Estate planning on the Upper West Side is not a generic task. It is […]
A 2025 Guide to Estate Planning for Upper East Side Residents (10075): Protecting High-Value Co-ops and Investments
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 for an “estate planning attorney near me,” you understand that your circumstances are unique. Estate planning on the Upper East Side is not a generic, one-size-fits-all process. It is a […]
A 2025 Guide to Probate for Harlem & Morningside Heights (10027) Residents
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 loved one has passed away, and on top of the grief, you are now responsible for navigating their estate. In New York City, this means you are facing the probate […]
Why a NY Power of Attorney Is the Most Important Document You’ll Sign
As an experienced New York estate planning attorney with many years of experience, I can tell you what most people get wrong. They believe their Last Will and Testament is the most important document they’ll ever sign. They are mistaken. A Will only protects your family *after* you are gone. It does nothing to protect […]
The 2026 Tax Cliff: A Ticking Time Bomb for New York Estates
As an experienced New York estate planning attorney with many years of experience, I can tell you that 2025 is the single 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 on January 1, 2026. This is not a […]