Disability Pride Month is a time to celebrate the strength and resilience of individuals with disabilities. It is also an opportunity to reflect on the critical steps needed to ensure their financial security and overall well-being. If you have a loved one with a disability, proper special needs planning is essential to protect their future […]
Estate Planning
What to Know About Naming Co-Trustees in a Trust
When you create a trust, one of the most important decisions you make is who will manage it. The trustee’s job is to carry out your instructions, safeguard assets, and make decisions in the best interest of your beneficiaries. In some cases, you may consider naming more than one person to serve in this role. […]
How Recent Tax Law Changes Impact Your Estate Plan: 2025 Update
Tax laws constantly evolve, and these changes directly affect your estate planning strategy. Recent updates for 2025 bring both opportunities and challenges for Manhattan families managing substantial wealth. Understanding these changes helps you protect your assets and minimize tax burdens for your heirs. The decisions you make now can save your family significant money in […]
Tools In the Kit: Exploring Targeted Estate Planning Solutions
You don’t need a one-size-fits-all estate plan. In fact, if your life, assets, or family structure is even slightly complex, a generic approach can leave critical gaps. That’s where targeted estate planning tools come in. These legal structures allow you to address specific goals, protect particular individuals, and make more precise decisions about how your […]
An Incentive Trust Can Promote Recovery and Protect Your Legacy
You want to leave something meaningful behind. But when a loved one struggles with addiction, a standard inheritance can do more harm than good. In these situations, an incentive trust can be a powerful tool. It gives you a way to provide support while encouraging long-term recovery. You don’t have to choose between compassion and […]
Everything You Need to Know About the New York Estate Tax
If you live in New York and your estate may exceed the state’s exemption amount, your estate plan needs to account for the state-level estate tax. Even if you won’t owe federal estate tax, your estate could still owe New York estate tax. This is a separate system, and it has rules that differ in […]
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