Articles list
Your Legacy in Living Color
There is a famous scene in The Wizard of Oz where Dorothy steps into the magical Land of Oz and is transported from a black-and-white world to a Technicolor…
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While many proactive individuals understand the importance of a comprehensive estate plan, they often assume it addresses only what happens after they pass…
Does my Spouse’s Citizenship Affect my Estate?
Noncitizen spouses are treated differently from U.S. citizen spouses for estate and gift tax purposes.1 They do not get unlimited marital deduction. Married US…
Is the New York Death Tax Expanding? What You Need to Know
Last week, Mayor Mamdani presented a proposal to New York State lawmakers and Governor Hochul to raise $5.4 billion for a city budget deficit for the fiscal…
New York Medical Aid in Dying Act (S.138/A.136) Summary & Practitioner Guide
This memo provides a clear, client‑friendly summary of New York’s newly enacted Medical Aid in Dying Act, highlights key requirements and timelines, and offers…
Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear…
Estate Planning as a Love Language: Protecting Those Who Depend on You
We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with…
Estate Planning in the Digital Age
Today, many assets that once existed in material form now live online. Photos, financial accounts, business operations, and even personal identities are stored…
Trump Accounts
Today, President Trump announced the program “Trump Accounts. Parents and others can contribute to these accounts for American children. Parents should compare…
When Your Wealth Is Global, Estate Planning Is No Longer Simple
As families become increasingly global, estate planning grows more complex. This reality was highlighted at the 60th Annual Heckerling Institute on Estate…
