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While no document is completely immune to a legal challenge, a Trust offers meaningful advantages over a traditional Will.

Because retirement accounts can often represent a significant portion of a family’s wealth, but also come with tax implications and distribution guidelines that are beneficiary dependent, beneficiary designations should be reviewed whenever an estate plan is created or updated.

Most see parenthood as a lifelong role, one that even survives death. A tailored estate plan can foster stability despite life’s unpredictability.

Families are often shocked to learn that a single missing provision in a Power of Attorney can completely change their options during a nursing home crisis.

New York’s 529 College Savings Program accounts are investment plans that enjoy tax-deferred growth. Withdrawals are income tax-free for qualified educational purposes associated with K-12 tuition, vocational school, college, or higher education.

Tax season is typically focused on reviewing the financial events of the past year, while estate planning is designed to prepare for the future. Although these areas may seem separate, they often overlap.

A New Yorker interested in applying for Community Medicaid – that is, long-term care provided by home healthcare aides – must meet certain income and asset limits to qualify.

Adding a child’s name to your deed can have significant consequences, particularly if you later need nursing home care and apply for Chronic Medicaid. Medicaid eligibility rules are complex, and transfers of property can directly affect whether benefits are approved.

It’s important to let your attorney know what kind of protection you are looking for because the circumstances of your health and wealth will affect which plan is right for you and your spouse.

On Friday, February 6, 2026, Governor Kathy Hochul signed Senate Bill S138 (Assembly Bill A136), known as the Medical Aid in Dying Act, marking a significant shift in New York’s approach to end-of-life decision-making.