Latest Articles

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...

Probate and Administration of Estates in New York: Key Facts

Mar 28, 2025

What happens after the loss of a loved one? Beyond the emotional toll, settling an estate can int...

What You Should Know About Irrevocable Life Insurance Trusts (ILITs)

Feb 28, 2025

Have you been asked about irrevocable life insurance trusts (ILITs) and aren’t sure where to start...

What Happens to Property in New York If Someone Dies Without a Will?

Jan 30, 2025

The thought of losing a loved one is difficult, and dealing with their estate afterward can add to t...