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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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As 2026 approaches, major shifts are on the horizon for families, professionals, and retirees across New York. Congress recently passed …
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The One Big Beautiful Bill Act of 2025 (OBBBA) has reshaped the federal tax landscape—and for New Yorkers, the updates …
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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 …
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Starting a conversation about estate planning with your parents can feel daunting. The stakes are high—emotions, family dynamics, and finances …
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If you’ve been putting off estate planning because it feels overwhelming, you’re not alone. The good news is you don’t …
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Even with marriage equality, LGBTQ+ families in New York still face gaps in legal protections. The bottom line: a marriage …
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If you’re a New Yorker with significant assets, you’ve probably wondered how to protect your family’s wealth beyond the next …
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Navigating cross-border probate in NYC can be daunting for families who have assets, heirs, or connections spread across multiple countries. …
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Estate planning for NYC renters may not seem as urgent as it does for homeowners, but if something unexpected happens, …
