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Category: Estate Planning
Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.
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A recent $45 million estate dispute in New York City serves as a sobering reminder that even the wealthiest families …
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1. The East Village Widow’s $45 Million Estate Dispute A Manhattan widow’s multimillion-dollar legal battle over her late husband’s real …
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Families come together in many ways, and in New York, blended families are more common than ever. But when it …
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When families gather for the holidays, conversations often drift toward travel plans, childhood memories, or next year’s goals. But for …
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As 2026 approaches, it’s a good time to review your documents, make strategic updates, and lock in opportunities. This guide …
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When clients reach out to talk about estate planning questions in NYC, the most common thing I hear is this: …
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Tax Changes for New Yorkers under the OBBBA The One Big Beautiful Bill Act of 2025 (OBBBA) introduces some of …
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The OBBBA established a new tax-advantaged savings vehicle for children known as a “Child Investment Account” to provide children with …
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If you’ve recently moved to New York—or even if it’s been years—your old estate planning documents may not work the …
