How to Handle Surprise Heirs and Late Estate Challenges

Even with the most thought-out, thorough, detailed estate plan, failure to anticipate surprise heirs and challenges can completely throw your plans into disarray. Not considering the possibility of having a distant relative or an estranged child who can make a claim that challenges your decisions Read More …

2026 Update to SNAP Eligibility Rules in New York: Work Requirements and ABAWD Changes

New SNAP Work Requirements Take Effect: What ABAWDs in New York Must Know Thousands of individuals across New York and the tri-state area are now subject to stricter federal work requirements in order to continue receiving Supplemental Nutrition Assistance Program (SNAP) benefits. The updated rules Read More …

How to Protect Real Estate You Own in Multiple States or Countries: A Guide for NY and NJ Property Owners

For many New York and New Jersey residents, owning real estate outside their primary residence represents financial achievement and long-term security. Whether it is a second home in Florida, an investment property in Pennsylvania, or inherited property abroad, cross-border ownership is increasingly common. However, when Read More …

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 …

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 …