Could Your Estate Fall Off New York’s Tax Cliff?
Could your estate be closer to New York's estate tax threshold than you think? Between your home, retirement accounts, and life insurance, it adds up faster than most people expect. Learn how the New York estate tax "cliff" works and the planning tools that can help you avoid it.
Choosing a Guardian for Your Children: What Every New York Parent Should Know
Naming a guardian for your minor children is one of the most important parts of a New York estate plan. Attorney Jennifer Krakowsky explains some of the important considerations in making this nomination in your estate plan.
The Order of Operations of Estate Planning: Who Gets What?
Most people assume their Will determines who inherits their assets—but that's often not how it works. In this article, learn the estate planning "order of operations" and discover how ownership, beneficiary designations, Trusts, and your Will work together to determine who gets what and how in New York.
What’s the Difference Between a Will and a Revocable Living Trust?
Understanding the difference between a revocable living trust and a will is one of the most important first steps in estate planning. This article addresses how each document works, how they differ under New York law, and why the right choice depends on your goals, assets, and family situation.
What are Advance Directives and Why Do you Need them?
Many people think estate planning is only about what happens after death, but some of the most important planning protects you during your lifetime. Learn how a Power of Attorney, Health Care Proxy, and Living Will can help ensure your wishes are carried out and spare your loved ones from unnecessary stress, uncertainty, and court involvement.