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 […]
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 […]
Common Challenges Faced During NY Probate: A Guide
Top Challenges Faced in New York Probate In my three decades as a New York probate attorney, I have guided countless families through the process of settling a loved one’s estate. While probate is often described as an orderly, court-supervised procedure, the reality is that the path from filing a will to distributing the assets […]
Probate, Wills, Executors: Your Estate Planning Questions Answered
Your Top NY Estate Planning Questions Answered For more than 30 years, I have dedicated my career to guiding New Yorkers through the intricacies of estate planning. In thousands of consultations, I have found that while every family’s situation is unique, their questions often revolve around a core set of concepts: wills, executors, and the […]
10 Common NY Estate Planning Mistakes to Avoid
10 Estate Planning Mistakes to Avoid in New York Over the course of more than 30 years practicing estate planning law in New York, I have seen the profound difference between a plan that works and one that fails. A successful plan is a fortress, carefully constructed to protect a family’s future. A failed plan, […]
Top Estate Planning Mistakes to Avoid in New York
The Biggest Estate Planning Mistakes We See In my 30 years as a New York estate planning attorney, I have had the privilege of helping thousands of families protect their legacies. But I have also been called in to clean up the aftermath of countless preventable tragedies. I have seen family relationships destroyed, life savings […]
NY Trusts, Wills & Power of Attorney: A Guide
The 3 Pillars of a New York Estate Plan For over 30 years, I have sat with thousands of New Yorkers to discuss their legacies. In all those conversations, one thing has become abundantly clear: most people know they need an estate plan, but they are often confused and intimidated by the documents involved. What […]