A walkthrough for NYC business owners: succession, revocable trusts, and the 2026 NY estate tax cliff at $7.72M. What happens to your company if you don’t plan.
How NYC pet owners use a New York pet trust to fund and direct care for animals after death, plus who should be caretaker and trustee.
How NYC residents can plan for crypto, cloud accounts, and online businesses — with NY law on fiduciary access and probate in Surrogate’s Court.
Real-world NYC estate planning mistakes, from outdated POAs to unfunded trusts, and how New York law turns small errors into costly probate battles.
A NYC walkthrough of New York’s spousal elective share: how a surviving spouse claims one-third of the estate and what assets count.
NYC estate planning for blended families — protect a new spouse and children from a prior marriage using NY wills, trusts, and the spousal right.
The life events and law changes that should trigger an estate plan review in NYC, from new children to NY estate tax thresholds.
How a pour-over will works alongside a living trust in New York City, why you still need one, and how it interacts with Surrogate’s Court probate.
NYC-focused guide to charitable giving in estate plans — bequests, trusts, and beneficiary gifts, with NY estate tax cliff considerations.
When a DIY will is enough and when a NYC family needs an attorney, with the New York execution rules that void homemade documents.
A NYC walkthrough of how joint ownership backfires — probate, taxes, creditors, and Medicaid — and the smarter EPTL alternatives.
A step-by-step NYC guide to funding a revocable living trust correctly, so your home and accounts actually avoid Surrogate’s Court probate.
Single in NYC? NY intestacy under EPTL Art. 4 may send your assets to relatives you’d never choose. A scenario-driven guide to wills, POA, and health proxies.
Married, divorced, or just had a baby in NYC? NY law changes your plan automatically in some ways but not others. A scenario guide to what to update and when.
Unmarried in NYC? NY intestacy gives your partner nothing. A real-world guide to wills, beneficiary forms, POA, and health proxies to protect each other.
A NYC walkthrough of the four core estate planning documents every adult needs, from your will to your health care proxy under New York law.
NYC snowbird splitting time with Florida? Domicile decides your NY estate tax exposure and probate. A scenario guide to the 2026 NY cliff and trust planning.
NYC estate planning for young families — naming guardians, setting up trusts for kids, and choosing a health care proxy under New York law.
What estate planning really costs in New York City, from a simple will to a funded trust, and why skipping it can cost your family far more.
How NYC parents use trusts under EPTL Art. 7 to protect inheritances for young or spendthrift heirs instead of leaving lump sums outright.
