Estate Planning — New York State

What Documents Belong in a Complete New York Estate Plan?

Thu, 18 Jun 2026 23:37:24 +0000

A complete New York estate plan is built from four core documents working together: a last will and testament, one or more trusts, a durable power of attorney, and a health care proxy. Each one protects a different part of your life — where your property goes, who avoids probate, who manages your money if […]

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New York Estate Tax 2026: The $7.35M Exemption and the Cliff

Thu, 18 Jun 2026 23:37:24 +0000

For deaths on or after January 1, 2026, New York lets your estate pass the first $7,350,000 to your loved ones free of New York estate tax. That is the good news, and for most families it means no New York estate tax at all. But there is a trap you need to understand: New […]

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Including Digital Assets in Your New York Estate Plan

Thu, 18 Jun 2026 23:37:24 +0000

To include digital assets in your New York estate plan, you give your chosen fiduciaries clear legal authority over your online life — through your will, your trust, and especially your durable power of attorney — and you keep a current, secure inventory of accounts and access information. Without that authority and that inventory, your […]

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How to Avoid Probate in New York

Thu, 18 Jun 2026 23:37:24 +0000

You can avoid probate in New York by making sure your assets pass to your loved ones outside of the court process — chiefly by placing property in a revocable living trust, naming beneficiaries directly on accounts, and titling assets so they transfer automatically. When you do this thoughtfully, your family inherits faster, more privately, […]

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Estate Planning for Young Families in New York

Thu, 18 Jun 2026 23:37:23 +0000

If you are a young parent in New York wondering where to begin, here is the short, reassuring answer: estate planning for your family means putting four coordinated documents in place — a will, one or more trusts, a durable power of attorney, and a health care proxy — so that if anything ever happens […]

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Do I Need a Trust or Just a Will in New York?

Thu, 18 Jun 2026 23:37:23 +0000

If you are asking whether you need a trust or just a will in New York, here is the honest, reassuring answer: most families need a will at a minimum, and many — though not all — also benefit from a trust. A will alone is enough for some people. But if you want to […]

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Estate Planning for Non-Citizens in New York

Mon, 08 Jun 2026 05:18:00 +0000

A plain-English guide to estate planning for non-citizens and green card holders in New York—wills, trusts, the QDOT rule, and when to call an immigration attorney.

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