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New York Estate Planning Strategies for Blended Families

Jul 24, 2025

Blended families face some of the toughest estate questions: How do you honor bonds from a first mar...

What Is Surrogate Court in New York? A Beginner’s Guide for NYC Residents

Jul 24, 2025

If you’ve never stepped inside a Surrogate’s Court before, you’re not alone. For many New York...

Trusts 101: What They Are and the Benefits of a Trust in NYC

Jun 25, 2025

When people think about estate planning, they often start with a will. However, for many New Yorkers...

Understanding the New York Probate Process

Jun 25, 2025

When a loved one passes away, families in Manhattan and New York City often face a mix of grief and ...

Estate Planning Mistakes That Cost NYC Families Thousands

May 30, 2025

Estate planning involves much more than just writing a will and determining beneficiaries. If manage...

New York Estate Tax Guide

May 30, 2025

Estate taxes in the U.S. are designed to tax the transfer of wealth after death. At the federal leve...

Irrevocable Trust vs. Revocable Trust – What New York Families Need to Know Now

Apr 28, 2025

Why Understanding Trusts Matters for Your Future in New York You’ve spent years building your lif...

What Are Letters of Administration in New York?

Apr 28, 2025

The passing of a loved one often leaves families with more questions than answers. In New York, if s...

Estate Planning with Life Insurance: A Guide for Insurance Brokers in New York

Mar 28, 2025

Life insurance isn’t just a product; it’s a solution that can completely transform how your clie...