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How Can My Estate Plan Protect My Spouse?

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.

February 4, 2026
What Do I Need to Know About Medical Aid in Dying in New York?

New York State. Governor Kathy Hochul has publicly announced her intent to sign the Medical Aid in Dying Act, which would allow certain terminally ill adults, under narrowly defined circumstances, to request and self-administer prescribed medication to bring about a peaceful death.

January 27, 2026
What Do I Need to Know About Electronic Wills in New York?

In December 2025, Governor Hochul enacted the New York Electronic Wills Act – new legislation which creates a framework for wills to be executed, attested to, and filed electronically.

January 21, 2026
2026 Changes to Estate Planning and Administration in New York

Each new year brings changes from both the federal and state governments that can affect estate planning, estate administration, and elder planning.

January 14, 2026
New Year’s Resolutions: Estate Planning Edition 

Different stages of life call for different goals. As 2025 ends, here are a few things to keep in mind depending on what season of life you are in. 

December 29, 2025
Is a POA and Health Care Proxy Good in Any State?

If you are outside of New York and you need someone to make financial and/or medical decisions for you, your Durable Power of Attorney (POA) and Health Care Proxy (HCP), which are tailored to New York law, are still valid in other states. 

December 23, 2025
Can You Gift Real Estate to a Child Tax-Free?

Many parents want to transfer their home to their children during their lifetime. It may seem simple to sign a new deed and be done, but gifting real estate can have tax and legal consequences that may cost your family more in the long run.

December 18, 2025
Understanding the Santa Clause

With the help of the Santa Clause, you may be able to save on estate taxes while contributing to a cause you believe in.

December 15, 2025
Can I Make Holiday Gifts to My Children Without Paying Taxes?

Many families enjoy giving financial gifts to their children or grandchildren during the holidays. Whether it’s helping with education, starting a savings fund, or simply sharing some year-end generosity, it’s important to understand how these gifts fit into your overall estate and tax planning.

December 9, 2025
How to Include Digital Assets in Your Estate Plan

As our lives become more connected to technology, planning for digital property has become just as important as planning for tangible assets.

November 20, 2025
Leaving Assets to Minors: What You Need to Know

Minors cannot be left assets outright in New York. Minor beneficiaries must inherit in trust. If a minor inherits outright, a guardian must be appointed by the Surrogate's Court.

November 6, 2025

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article