FEATURES & NEWS

NYC Medicaid planning mistakes to avoid: the 5-year look-back, gifting traps, and why an irrevocable trust beats last-minute transfers under New York law.

New Yorkers undercut their generosity with avoidable errors. Avoid the charitable giving mistakes that cost NY tax savings and frustrate your intended cause.

The core estate planning documents every NYC adult needs — and the mistakes that leave New Yorkers exposed to Surrogate’s Court and family conflict.

NYC snowbirds splitting time with Florida face dual-state estate traps: double residency, NY estate tax cliff, and conflicting documents. Mistakes to avoid.

Single in New York City? NY intestacy and default rules rarely match your wishes. The estate planning mistakes single New Yorkers make and how to fix them.

Choosing a trustee in New York City? Avoid common mistakes with EPTL Article 7 trusts, from naming the wrong relative to ignoring special needs and tax duties.

From crypto to cloud photos, digital assets vanish without planning. NYC estate planning mistakes to avoid so your executor can actually access your accounts.

Unmarried couples in NYC get zero default inheritance under NY law. The estate planning mistakes partners make and the documents that actually protect each other.

NYC life changes break estate plans. The mistakes New Yorkers make after marriage, divorce, or a new child, and the documents to update right away.

What estate planning really costs in NYC — and the false-economy mistakes that make a cheap plan far more expensive in Surrogate’s Court later.

How a pour-over will works in New York — the safety net for your living trust, and the NYC mistake of treating it as a substitute for funding the trust.

New NYC parents skip estate planning at the worst time. Avoid the guardian, trust, and beneficiary mistakes that leave young children unprotected in New York.

The estate planning mistakes that send NYC families to Surrogate’s Court — outdated forms, unfunded trusts, stale beneficiaries, and the NY estate tax cliff.

Beneficiary designations override your will in New York. Avoid the mistakes NYC families make with retirement accounts, life insurance, and outdated forms.

An unfunded living trust is the top estate planning mistake in NYC. Learn how to retitle real estate, accounts, and assets so your trust actually avoids probate.

Joint ownership seems simple, but for New York City families it backfires. Avoid the gift-tax, creditor, and probate mistakes that derail NY estate plans.

Choosing an executor in New York City? Avoid the common mistakes that stall Surrogate’s Court probate, from out-of-state picks to ignoring SCPA eligibility rules.

NYC parents: avoid the biggest mistakes when naming a guardian for minor children. How New York wills, EPTL, and Surrogate’s Court actually handle guardianship.