The 2026 Estate Tax Cliff: A Guide for New Yorkers
Why 2025 is the Critical Year for Your New York Estate Plan For over 30 years, I have guided countless New York families through the complexities of estate planning. In all that time, I have rarely seen a moment as critical as the one we face right now. A significant, predetermined change in federal tax […]
Busting the 7 Biggest Estate Planning Myths: A 2026 Guide for New Yorkers.
Debunking 7 Common NY Estate Planning Myths For more than 30 years, I have dedicated my practice to helping New Yorkers protect their families and preserve their legacies. In thousands of consultations, I have found that the biggest obstacle to effective estate planning is not cost or complexity; it is misinformation. A persistent web of […]
The Great Wealth Transfer: A 2026 New Yorker’s Guide to Multigenerational Estate Planning.
The Great Wealth Transfer: Your 2026 Guide For more than 30 years as a New York estate planning attorney, I have helped families preserve their legacies. But today, as we stand at the end of 2025, my clients and I are facing a historical moment unlike any other: the peak of the Great Wealth Transfer. […]
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, […]
Beyond the Basics: Your 2026 Guide to Lifelong Planning for a Child with Special Needs in New York.
Your 2026 Guide to Lifelong Planning for a Child with Special Needs in New York For over 30 years, I have witnessed firsthand the extraordinary love, dedication, and often overwhelming challenges faced by parents of children with special needs. Your journey is unique, marked by an unwavering commitment to your child’s well-being, now and in […]
The Crypto Inheritance Crisis: A 2026 Guide to Estate Planning for Bitcoin, NFTs, and Digital Assets in New York.
Your 2026 Guide to Crypto Estate Planning In my more than 30 years as a New York estate planning attorney, I have helped families protect and transfer nearly every type of asset imaginable: real estate, stocks, family businesses, art collections. Yet, never before have we faced a class of assets as revolutionary and as perilous […]
Will vs. Trust-Based Planning: A Critical Decision for New Yorkers Facing the 2026 Tax Law Changes.
Will vs. Trust: A Critical Choice for New Yorkers For more than 30 years, nearly every initial client consultation I have held begins with some version of the same fundamental question: “Do I need a will, or do I need a trust?” It is the foundational question of estate planning. For decades, the answer often […]
The Procrastinator’s Last Chance: A 2025 Year-End Guide to Tackling Your New York Estate Plan.
A 2025 Year-End Guide to Your NY Estate Plan For more than 30 years, I have started countless consultations with the same sentence from my clients: “I know I should have done this years ago.” If you are reading this, that sentiment probably feels familiar. Creating an estate plan has been on your to-do list […]
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 […]