Blog
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Capital Gains Tax on Inherited Property: Joint Tenancy, Step-Up in Basis, and Tax Code Pitfalls
If your parent added you to the deed of their home as a Joint Tenant with Right of Survivorship, you…
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Health Care Proxies, Living Wills, MOLST & More: A New York Guide to Advance Directives and Guardianship
When planning for the future, particularly regarding end-of-life care, it’s crucial to understand the tools available to ensure your medical…
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What Is a Revocable Trust
A revocable trust—also known as a living trust—is a flexible estate planning tool that allows individuals to manage their assets…
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Estate Planning for Physically Disabled Clients: Signing Wills, POAs, and Health Care Proxies
Estate planning ensures individuals can control their future—designating who will manage their affairs and how decisions are made when they…
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What to Do When a Loved One Passes Away in New York
Losing a loved one is never easy, and navigating the legal and financial responsibilities that follow can be overwhelming. If…
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ESTATE PLANNING AND COGNITIVE IMPAIRMENT: CAPACITY, ETHICS, AND RISK MANAGEMENT