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What Happens to the Federal Estate Tax Exemption in 2026?

Even for estates that may not be taxable today, planning ahead can provide significant tax savings and peace of mind.

May 16, 2025
Protecting Yourself Against Elder Fraud and Scams

Scams come in all shapes and sizes, from text messages from someone purporting to be one of your loved ones, to a phone call alleging they work for your bank, to dating apps or online scams.

May 14, 2025
Medical Aid in Dying in New York

Medical aid in dying is not permitted by New York State law just yet, but it is making its way through the state legislature.

May 5, 2025
Can the Right of Survivorship Be Challenged?

The right of survivorship is very powerful and extremely difficult to challenge.

May 1, 2025
What is a Bypass Trust and Do I Need One?

A bypass trust—also known as a credit shelter trust—is a type of trust commonly used in estate tax planning for married couples.

April 23, 2025
Cryptocurrency and Estate Planning: Transferring Your Digital Assets After Death

Crypto is a system of digital tokens that can be used as a currency between individuals in an online marketplace.

April 17, 2025
Does Transferring a Property to an Irrevocable Trust Trigger a Tax Reassessment?

Most municipalities reassess property taxes annually regardless of who or what currently owns a property—a person, a business, a revocable trust, or an irrevocable trust.

March 31, 2025
Protecting Your House When Moving Into a Nursing Home

The biggest concern that most have when they are in need of long-term nursing home care is that their primary residence will not be protected. This may or may not be true.

March 22, 2025
Medical Directives For Health Care Planning

While it is not necessary to have an attorney when dealing with health care documents, most attorneys will assist clients with executing a living will, health care proxy, and HIPAA release form as part of their estate plan.

March 18, 2025
Who Gets a Copy of the Will Before Death?

No one other than the person who is establishing a will, otherwise known as the testator, an attorney draftsperson, and the two subscribing witnesses need to see the document before your death.

March 13, 2025
Corporate Transparency Act Update: What It Means for Estate Planning

Over the past year, what seemed like solely a corporate law clashed with estate planning and trusts and estates law.

March 10, 2025

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Thought Leadership

As I walked along the beach road where I live, I saw a bright spot in the grass which turned out to be a rock, painted pink and inscribed with “LOVE”. I put this new treasure in my pocket and continued to the beach, contemplating the state of current affairs.

May 1, 2020 Read Article

This year my marks my firm’s 25th year and tomorrow is Administrative Assistants day. These are the stories about the people who make up the firm.

April 21, 2020 Read Article

I have a confession to make. I did a Tedx talk in 2016, entitled: “Making Heads or Tails of the Third Age” and I never looked at it again.

April 16, 2020 Read Article

Last week, I was reminded of a turning point in my early years when trying to integrate my family life with my professional life. The recent upheaval caused by the pandemic has highlighted the difficulty in creating a “work-life balance.”

April 16, 2020 Read Article