New York Estate Tax Cliff
When New York revamped its estate-tax law in 2014 it kept one very sharp feature: the “cliff.” In 2025 the basic exclusion is $7.16 million […]
New York Estate Tax Cliff Read More »
OBBA Estate Planning After Independence Day
OBBA Estate Planning now, more than ever, involves use of disclaimer (credit shelter) trusts as the Federal Exemption Soars to $15 Million—but New York’s $7.16
OBBA Estate Planning After Independence Day Read More »
Remove an Executor of a NYC Estate
Did you know that you can remove an executor of an estate? When a loved one passes away, the last thing anyone wants to deal
Remove an Executor of a NYC Estate Read More »
“Waiver of Right of Election” in New York Estate Planning
When planning an estate or entering into a prenuptial or postnuptial agreement, the “Waiver of Right of Election” form is a powerful tool that can
“Waiver of Right of Election” in New York Estate Planning Read More »
Beneficiary Designations in NY Estate Planning
When most people picture “estate planning,” they imagine Last Will & Testaments or Revocable Trusts. Yet for many families the bulk of wealth—retirement accounts, life-insurance
Beneficiary Designations in NY Estate Planning Read More »
Will vs. Trust In New York?
Quick Snapshot Lasts Only at Death Avoids Probate Offers Lifetime Control Stays Private Will ✔︎ ✘ ✘ ✘ (court filing) Revocable Living Trust ✘ (operates
Will vs. Trust In New York? Read More »
Guardianship Turnover Proceedings Under MHL § 81.43
You can use Guardianship Turnover Proceedings to Recover Assets for Incapacitated New Yorkers 1. What Is a Guardianship Turnover Proceeding? Mental Hygiene Law (“MHL”) §
Guardianship Turnover Proceedings Under MHL § 81.43 Read More »
Guardianship of a Parent with Dementia in New York
This post aims to provide a road map for How to Obtain Guardianship of a Parent with Dementia in New York. Dementia can slowly erode
Guardianship of a Parent with Dementia in New York Read More »
Caretaker Child Home Transfer for Medicaid Planning
When planning for long-term care, many families in New York worry about how to preserve the family home while qualifying for Medicaid. One powerful —
Caretaker Child Home Transfer for Medicaid Planning Read More »
Guide to Trusts in NYC
Guide to Trusts in NYC This Guide to Trusts will help individuals understand what a Trust is, how it differs from a Will, and whether
Guide to Trusts in NYC Read More »