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 …

Avoiding Medicaid Mistakes: How to Stay Compliant and Protected

Given the high cost of living in New York, many residents look to apply for Medicaid to help cover the overwhelming costs of long-term care. However, many applicants are unaware of how critical it is to accurately complete the application forms. Even minor mistakes, such Read More …

Shield Your High-Value NY Home: Legal Tactics for Asset Protection

For many upper-middle-class individuals, their primary residence is their most valuable asset. While many people assume that owning their home makes their property safe, this is often not the case. Increasing real estate values in New York City have led the values of many moderately-priced Read More …

The Rise of AI Scams: How to Defend Seniors Through Estate Planning

As artificial intelligence continues to become more powerful and accessible to all, many individuals are becoming increasingly skilled in using AI for their benefit: scammers are now utilizing this technology to steal personal information or money through voice cloning, lead investment scams, and act as Read More …

Married to a Non-Citizen in New York? Here’s How to Secure Their Inheritance

Love knows no bounds, and in a state as diverse and dynamic as New York, it’s common for marriages to cross national and cultural lines. If your spouse happens to be a non-citizen of the U.S., you may be wondering what challenges could arise if Read More …

Why AI Should Never Have a Hand in Writing Your Will

With the rise of AI technology comes the thrill of having the world’s knowledge at your fingertips. This potential, however, also brings with it an inevitable temptation: using AI to generate documents that were once crafted by professionals. One such example is the growing trend Read More …