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 […]
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 […]
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 […]
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 […]