Can I Put My Crypto in a Trust?

How to Protect Your Digital Assets  As technology advances rapidly, every sector of society is evolving—especially when it comes to wealth management. Cryptocurrencies and digital assets are growing in popularity, introducing new complexities and challenges to estate planning. Unlike traditional assets, crypto holdings are password-protected Read More …

The Risks of Naming Your Child as Your Health Care Proxy or POA in New York

It’s very common for aging parents to name their children as health care proxies or agents under a Power of Attorney (POA). Children know their parents well, care deeply about their well-being, and are committed to honoring their wishes, which makes them a natural and Read More …

Leaving Your Family with Clarity: Estate Planning for Estranged Children in New York

Leaving Your Family with Clarity: Estate Planning for Estranged Children Familial relationships can be complicated, and sometimes they don’t work out, such as in the case of estrangement from a child. This can raise difficult questions when it comes to estate planning. It’s important to Read More …

How Gifts Can Delay Medicaid Eligibility in New York: What You Need to Know

It is common to want to help your grandchildren or children by helping with a down payment, covering part of a wedding, or simply giving a check as a birthday gift; however, under Medicaid rules, these gifts can have unintended consequences. Although these gifts are Read More …

Collaborative Divorce & Estate Planning Strategies in New York

Have you ever thought of divorce as a way to work together toward a shared goal? Though it may sound counterintuitive, reframing it in this manner can help resolve not only interpersonal tensions but also complex estate planning matters like property division, trust arrangements, and Read More …

How to Pass Property to Your Children: Taxes, Trusts, Step-Up in Basis & Probate Explained

Protect Your Family: Pass Your Property Down the Right Way Real estate isn’t just a financial asset; it can be a home filled with memories and sentimental possessions. While leaving real estate behind for your children can be a meaningful gift, there can unfortunately be Read More …

Planning for the Future with Student Loans: What Young Adults Need to Know

Most people associate estate planning with elderly people; however, it is not just people with kids and retirement funds that need to plan for their future. Young adults, especially with student loans, should start establishing a plan today. When you’re young and in debt, estate Read More …

Estate Planning for New Yorkers — What to Do in Light of Recent Election News

Estate Planning for New Yorkers After Zohran Mamdani’s Win: Why Creating a Trust Is Now Essential Zohran Mamdani’s recent victory in the New York City mayoral race signals a wave of political and administrative change that will undoubtedly reshape how the city operates. While the Read More …

New York State Inflation Refund Checks: Are you Eligible?

Starting in September 2025, New York State is mailing inflation refund checks to 8.2 million households to provide economic relief for increased sales taxes due to inflation. To qualify for an inflation refund check, you must have filled out Form IT-201, the New York State Read More …

How Can You Avoid Fraud in Family Joint Ownership of Assets in New York?

In New York, laws for inheritance of property are clear with how children should inherit a deceased parent’s property, but what if the property is owned by two unmarried people? This can complicate inheritance, especially if there is no will to determine the beneficiaries and Read More …