NY Home Gift Guide: Tax & Medicaid Traps
Why Gifting Your Home is a Million-Dollar Mistake As an estate planning attorney in New York for over 30 years, I have seen well-intentioned families
Why Gifting Your Home is a Million-Dollar Mistake As an estate planning attorney in New York for over 30 years, I have seen well-intentioned families
A 2025 “Use It or Lose It” Guide for NY As an estate planning attorney in New York for over 30 years, I can tell
A 30-Year Expert’s Guide to the 2025 NY Crisis As an estate planning attorney in New York for over 30 years, I can tell you
The 2025-2026 Guide to Estate Planning Costs in New York In my years as a New York estate planning attorney, nearly every client conversation begins
Medicare vs. Medicaid: NY 2025 Guide It is the single most dangerous myth in American healthcare. And if you are a New Yorker over the
How to Actually Avoid NY Probate in 2025 As a New York estate planning attorney with over 30 years of experience, I have seen the
NY 2025 Medicaid Home Care Crisis For decades, New Yorkers had a unique and powerful advantage in elder law planning. Unlike most of the country,
Probate in New York 2025: Essential Insights for Estate Administration As we step into 2025, the landscape of probate in New York continues to adapt
Unmarried in New York: Essential Estate Planning for 2025 As we approach 2025, the legal landscape surrounding estate planning in New York continues to evolve,
No TODD in NY? How to Protect Home You may have read online about a simple, powerful tool to pass your home to your children
The 2026 Tax Cliff: A Ticking Clock for New York Estates The clock is ticking. For high-net-worth individuals and families in New York, 2025 is
What Every New Yorker Must Know About Probate in 2025-2026 In my 30 years as a New York estate planning and probate attorney, no legal
What Every New Yorker Must Know About Probate in 2025-2026 In my 30 years as a New York estate planning and probate attorney, no legal
How to Avoid Probate in New York As a New York estate planning attorney with over 30 years of experience, I have had thousands of
Your 2025 Guide to New York Probate, Wills, and Executors As a New York estate attorney with over 30 years of experience, I have guided
The 2025 Essential Guide: When to Review Your New York Estate Plan As an estate planning attorney in New York for over 30 years, I
The Ultimate Guide to Selecting an Estate Planning Attorney in New York (2025) Over my 30 years as a New York estate planning attorney, I’ve
Why 2025 is the Decisive Year for Your New York Estate Plan In over 30 years of practicing estate law in New York, I have
A Comprehensive Guide to Estate Planning Costs in New York for 2025 After more than 30 years practicing estate law in New York, the first
Navigating New York Estate Planning in 2025: What You Need to Know As we look ahead to 2025, the landscape of estate planning in New
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
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
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
Funding Your Trust: The Most Critical Step For over 30 years, I have drafted thousands of sophisticated Revocable Living Trusts for families across New York.
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
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
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
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
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
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
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
Estate Planning for Non-Citizens Residing in New York: Securing Your Assets and Protecting Your Family in 2025 As a non-citizen residing in New York, estate
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,
AI & Your Legacy: A 2026 NY Estate Plan Guide For more than 30 years, I have helped New Yorkers craft estate plans to protect
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.
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
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
Navigating the 2026 Estate Tax Cliff in NY For more than 30 years, I have guided New Yorkers through the ever-shifting landscape of estate and
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
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
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
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
Top Estate Planning Resolutions for the New Year As the year draws to a close, we enter a natural season of reflection and renewal. We
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
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
The Top 5 Reasons Why Estate Planning is Essential for Every New Yorker In my three decades as an estate planning attorney 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
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.
Your Step-by-Step Guide to NY Estate Planning For most people, the phrase “estate planning” sounds intimidating. It conjures images of complex legal documents, vast fortunes,
Correcting Costly Estate Plan Mistakes in NY In my three decades as a New York estate planning attorney, I’ve reviewed thousands of plans, from simple
NY Probate Misconceptions: The Complete Guide The Truth About Probate in New York State In my three decades as a New York probate attorney, I
Your Essential NY Estate Planning Checklist Embarking on the estate planning process can feel like preparing for a monumental journey. The destination—peace of mind for
Understanding Home Care Options in New York For many older New Yorkers, the dream is to remain in their homes, surrounded by familiar comforts and
NY Reverse Mortgages: An Estate Planning Deep Dive For many older New Yorkers, their home is not just a place of cherished memories; it is
Your Ultimate NY Estate Planning Checklist For many New Yorkers, the term “estate planning” conjures images of immense wealth, sprawling mansions, and complex legal battles
Top Reasons for a New York Power of Attorney Imagine for a moment that you are suddenly unable to manage your own affairs. A sudden
8 Estate Plan Updates for Your New York Divorce Divorce is one of life’s most profound and challenging transitions. While you are navigating the emotional
A Comprehensive Guide to Powers of Attorney in New York Planning for the future is one of the most profound acts of responsibility we can
Your Legacy at Risk: A New York Attorney’s Guide to Avoiding the 7 Deadly Estate Planning Mistakes You have spent a lifetime working, saving, and
The Great Misconception: Why Your Will is the Key TO Probate Court, Not a Way Around It It is, without a doubt, the single most
A Labor Day Guide to Protecting Your Legacy in New York As the summer comes to a close, New Yorkers take a well-deserved pause to
The Post-Divorce Checklist: 9 Critical Estate Planning Steps You Must Take A divorce is a legal and emotional earthquake. It is a process that fundamentally
The Minefield of Mistakes: A Guide to Avoiding Estate Planning Errors in New York Creating an estate plan is one of the most important and
Penny Wise, Pound Foolish: The Real Risks of DIY Estate Planning The appeal is undeniable. In a world of instant gratification and digital solutions, do-it-yourself
Debunking the Dangerous Lies That Derail Your Family’s Future Procrastination is a universal human trait, but when it comes to estate planning, it is uniquely
The Question Every New Yorker Asks: Is Probate Really Necessary? The word “probate” is one of the most feared and misunderstood terms in all of
Unlocking Your Legacy: A Deep Dive into Trust and Estate Planning The term “estate planning” encompasses the entire process of creating a plan for your
Unlocking Your Legacy: A Deep Dive into Trust and Estate Planning The term “estate planning” encompasses the entire process of creating a plan for your
The True Value of Counsel: Why a NY Estate Planning Lawyer is a Non-Negotiable Investment In today’s do-it-yourself (DIY) culture, it is tempting to view
The Critical Importance of an Estate Plan in NY For many New Yorkers, the term “estate planning” feels like a subject for another time, another
Wills and Trusts: The Most Important Documents in Your New York Estate Plan The world of estate planning can seem complex, but at its very
Understanding Key Estate Planning Tools At the very heart of responsible estate planning lie two of the most powerful and important legal documents you will
The Most Dangerous Misconceptions About New York Estate Planning In the field of law, few areas are as clouded by myth and misinformation as estate
Understanding the Cost vs. the Value of a New York Estate Plan When considering estate planning, one of the first and most practical questions on
Unlocking Your Legacy: The Advantages of Advanced Estate Planning For every adult, a foundational estate plan is essential. This core plan, consisting of documents like
Why You Need an Attorney for Wills and Trusts in New York In our modern world, the do-it-yourself (DIY) ethos is everywhere. We are empowered
The New York Health Care Proxy: Your Most Important Life-Planning Document In the comprehensive toolkit of estate planning, certain documents are designed to manage your
Leadership Lessons from a Law Firm Founder What separates a thriving, enduring law practice from one that merely survives? In an economy marked by constant
The True Cost of a Mistake: Why You Need an Estate Planning Lawyer In the world of personal finance, there is a timeless adage: “penny
Deconstructing the DIY Will: A New York Attorney’s Warning In our modern, on-demand world, we are conditioned to look for the fastest, cheapest, and easiest
More Than a Safety Net: A Lawyer’s Guide to Life Insurance in Estate Planning When most people think of life insurance, they think of it
Securing Their Future: The Definitive Guide to Special Needs Estate Planning As a parent, your deepest instinct is to protect your child. For parents of
Beyond the Tax Bill: 3 Reasons You Still Need an Estate Plan For many people, the term “estate planning” is synonymous with one thing: taxes.
A New Yorker’s Guide to Minimizing Estate and Gift Taxes You’ve worked your entire life to build a nest egg for your family. You’ve saved
The Author’s Afterlife: A New York Guide to Estate Planning for Writers As a writer, your greatest asset is not your bank account or your
A Guide to Virtual Estate Planning in New York The world has changed in profound ways over the last several years. Perhaps one of the
Why an Estate Plan is the Most Important Gift You Can Leave Your Family For many people, estate planning is a task that lives permanently
Unlocking Your Digital Fortune: How to Create a Bitcoin Estate Plan The world of estate planning is being reshaped by a new class of digital
Life Changes, Your Plan Should Too: Triggers for an Estate Plan Review Creating your initial estate plan is a monumental achievement. It provides a profound
The Modern Estate Plan: What Happens to Your Digital Assets? For centuries, estate planning revolved around tangible assets: the family home, the bank account, the
Beyond the Couple: A New York Guide to Estate Planning for Singles There is a pervasive and deeply ingrained myth in our culture that estate
Your Essential Checklist: The Estate Planning Documents You Need in NY The journey into estate planning often begins with a single, powerful question: “What do
Estate Planning Explained: What It Is, How It Works, and Why You Need It The term “estate planning” often conjures images of immense wealth, sprawling
The Definitive Checklist: Essential Documents for Your NY Estate Plan Embarking on the estate planning process is one of the most significant steps you can
The $15M Gamble on DIY Wills: Why New Yorkers Should Be Cautious The news recently broke that Trust & Will, a prominent online platform for
Back to Basics: The 6 Core Principles of New York Estate Planning Estate planning can often seem like a labyrinth of complex legal documents and
A $6M Bet on DIY Wills: An Expert Attorney’s Perspective on the Risks Recently, the estate planning world took notice as another online, do-it-yourself (DIY)
The Core Five: Essential Documents for Your New York Estate Plan Comprehensive estate planning is one of the most vital processes you will undertake in
A Lawyer’s Guide: 16 Essential Tips for Your NY Estate Plan Estate planning is the process of arranging for the management and disposal of your
A Deep Dive into the Executor’s Duties in New York Being named the Executor of a loved one’s Last Will and Testament is a profound
Navigating Probate in New York: Your 2025 Roadmap When a person passes away, their assets don’t magically transfer to their loved ones. Instead, their estate—everything
Writing a Will in NY: A Lawyer’s Top 10 Checklist A Last Will and Testament is arguably the most important document you will ever create.
Debunking the Myth: Why a Will Is Your Ticket to Probate Court It is one of the most persistent and dangerous misconceptions in the world
Choosing Between a Will and a Trust in New York Planning for the future is one of the most profound acts of responsibility and care
Your Guide to Administering an Estate in New York When a loved one passes away, the grief can be overwhelming. Amidst the sorrow, practical and
The True Value of an Estate Planning Lawyer: 6 Key Benefits When many people hear the term “estate planning,” their minds immediately jump to a
Your Guide to Estate Planning in the 10004 Zip Code Life in the 10004 zip code is lived at the very southern tip of Manhattan,
Why You Need a Local 10005 Estate Planning Attorney Life in the 10005 zip code is lived at the very center of the financial universe.
Why You Need a Local 10006 Estate Planning Attorney Life in the 10006 zip code is lived at the very nexus of global finance and
Why You Need a Local 10280 Estate Planning Attorney Life in the 10280 zip code offers a unique New York experience—an exclusive, serene residential enclave
Why You Need a Local 10028 Estate Planning Attorney Life in the 10028 zip code is lived at one of the most prestigious addresses in
Your Ultimate Guide to Finding and Hiring an Estate Planning Lawyer The process of creating an estate plan is one of the most significant and
A Blueprint for Success: Insights from Russel Morgan’s Podcast What separates a competent legal practitioner from a truly successful legal entrepreneur? In a landscape saturated
Protecting Your Brooklyn Legacy: An Expert Guide Brooklyn is more than just a borough; it is a global icon of culture, diversity, and resilience. From
Special Needs Trusts: Why a Specialist, Not a Generalist, Is Essential For a parent or guardian of a child or loved one with special needs,
Fighting for Dignity: Recognizing and Responding to Elder Abuse The decision to place a beloved parent or family member in a nursing home is one
Why You Need a Local 10014 Estate Planning Attorney The 10014 zip code is more than just a location; it’s a legendary landscape at the
Your Essential Estate Planning Checklist for This Year Each new year brings a fresh sense of purpose—a time to set goals, make improvements, and focus
New York Trusts: Your Guide to Asset Protection and Probate Avoidance Securing your legacy and ensuring its smooth transition to your loved ones is paramount
Why You Need a Local 10007 Estate Planning Attorney The 10007 zip code is a unique and powerful corner of Manhattan, a place where historic
Why You Need a Local 10038 Estate Planning Attorney The 10038 zip code is the historic and financial epicenter of New York City. From the
Getting Medicaid to Cover Home Care in New York For the vast majority of New Yorkers, there is no place like home. The desire to
Avoiding the Pitfalls: The Most Common Mistakes in Estate Planning Creating an estate plan is one of the most profound acts of responsibility and care
Core Wisdom from Estate Planning Attorneys The world of estate planning can seem overwhelmingly complex. With its talk of trusts, probate, guardians, and fiduciaries, it’s
Why You Need a Local 10020 Estate Planning Attorney The 10020 zip code is not just a location; it is a global symbol of power,
Why You Need a Local 10016 Estate Planning Attorney The 10016 zip code is a dynamic and vital artery of Manhattan, pulsing with the energy
Why You Need a Local 10017 Estate Planning Attorney The 10017 zip code is the nerve center of global commerce and diplomacy. It is the
Why You Need a Local 10022 Estate Planning Attorney The 10022 zip code is a global synonym for influence, affluence, and ambition. It is the
Why You Need a Local 10012 Estate Planning Attorney The 10012 zip code is not just a location; it’s a living, breathing epicenter of art,
Why You Need a Local 10013 Estate Planning Attorney The 10013 zip code is a world-renowned capital of style, culture, and finance. It is a
How the Medicaid Look-Back Period Affects New York Estate Planning For generations of New Yorkers, the goal has been simple: work hard, buy a home,
Why You Need a Local 10030 Estate Planning Attorney The 10030 zip code is the cultural and historic epicenter of Central Harlem. From the architectural
Why You Need a Local 10037 Estate Planning Attorney The 10037 zip code is the heart of historic Harlem, a neighborhood rich with culture, community,
Why You Need a Local 10011 Estate Planning Attorney The 10011 zip code is more than just a place on a map; it’s a dynamic
Why You Need a Local 10018 Estate Planning Attorney The 10018 zip code is the engine room of Manhattan. Spanning the iconic Garment District, the
Why You Need a Local 10019 Estate Planning Attorney Life in the 10019 zip code is lived at the vibrant heart of the world. Encompassing
A Client’s Guide to the Guardian ad Litem in NY Estates The New York Surrogate’s Court system is designed to oversee the complex process of
Why You Need a Local 10027 Estate Planning Attorney Living in the 10027 zip code places you in one of New York City’s most vibrant
Wills and Trusts on Long Island: A Comprehensive Guide to Protecting Your Legacy Life on Long Island, from the close-knit communities of Nassau County to
A Queens Resident’s Guide to Wills and Trusts From the historic homes of Forest Hills Gardens to the bustling multicultural streets of Flushing and the
Why Every Brooklyn Resident Needs a Valid Will Life in Brooklyn is vibrant, diverse, and full of unique opportunities. Whether you own a classic brownstone
Building a Successful Law Practice: Essential Insights from Russel Morgan The path to building a successful law practice is often shrouded in mystery, a journey
The Hidden Dangers of a Will-Only Estate Plan in NY For many New Yorkers, the term “estate planning” is synonymous with one document: the Last
Top Reasons to Hire an Estate Planning Lawyer In our digital age, the temptation to manage complex tasks ourselves is greater than ever. With a
Your Guide to Essential Estate Planning Documents in NY Embarking on the estate planning process can feel like navigating a dense forest of legal jargon
What Is a Totten Trust? An Expert Guide for New Yorkers In the world of estate planning, individuals often seek straightforward methods to transfer assets
6 Things to Know About Trump’s Potential Tax Policies & Estate Planning in New York: What You Should Know As we look ahead to potential
Celebrating Independence Day with a Commitment to Freedom and Financial Security: Estate Planning in New York As we celebrate Independence Day, July 4th, it’s a
Probate Lawyers in NYC: Navigating Estate Administration in 2025 The loss of a loved one is a difficult experience, often compounded by the complexities of
The Role of an Elder Law Attorney in New York: Protecting Seniors and Their Futures As individuals age, they often face unique legal and financial
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