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 …

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 …

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 …