How Much Can You Leave a Non-Citizen Spouse Without Tax Consequences?
When one spouse is not a U.S. citizen, estate planning becomes more complex. U.S. tax law limits the amount that can be transferred to a non-citizen spouse without triggering estate or gift taxes. Understanding these limits and planning accordingly can help preserve more of your estate for your loved ones.
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Why You Can’t Disinherit Your Spouse in New York (Without a Prenup or Postnup)
Understanding your spouse’s statutory right to a share of your estate — and how proper planning can help protect your intentions.
The Reality of Spousal Rights in New York
In New York, no one...
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How to Navigate the Costs of Long-Term Care: Medicaid, Insurance, and More
Planning for long-term care isn’t something most of us want to think about, but in New York, the costs are hard to ignore. Nursing homes, assisted living, and even in-home support can quickly drain savings if you aren’t prepared. The good news is that there are ways to protect yourself and your...
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National Estate Planning Awareness Week: Why Every Family Needs a Plan
An estate plan is more than a set of documents — it’s a framework for protecting your wishes, your assets, and the people you care about.
Each October, National Estate Planning Awareness Week serves as a timely reminder of how important it is to have your legal and financial...
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Don’t Lose the Trust Documents!
In estate planning, the paper you lose determines the outcome you get.
When clients think about “losing estate documents,” they often picture chaos — assets frozen, plans destroyed, and endless court battles. But the truth is more nuanced.
If you lose your original Trust, it’s usually...
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What Does It Mean to Be an Executor, Trustee, or Agent?
Agents, Executors, Trustees — Explained Simply
When planning your estate, one of the most important choices you’ll make is who to appoint in key fiduciary roles. These people will make financial, medical, legal, and end-of-life decisions for you and your family — so it’s essential to understand what each...
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Why Small Transfers Can Create Big Medicaid Problems
Transferring assets can have severe consequences for Medicaid eligibility in New York, especially when applicants are planning for nursing home care. Below is a comprehensive, expert-level guide about uncompensated transfers, providing practical options, tips for trust management, and current updates on home care Medicaid look-back requirements.
What Is an...
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Who Will Take Care of My Special Needs Child When I Am Gone?
As parents, one of our greatest fears is what will happen to our children when we are no longer here to care for them. For parents of children with special needs, this concern often runs even deeper. You want to know that your child will continue to receive the love, support, and...
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Relying on AI for Drafting Your Estate Documents?
You don’t want just simple Documents which look “good” – You want a Plan!
Using AI for estate planning might sound easy, but shortcuts can cost your family big. AI is only as good as the info it gets—miss one detail and your plan falls apart. Want someone to...
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Podcast Feature: Katya Sverdlov on Divorce Dialogues
We’re pleased to share that Katya Sverdlov, Esq., recently joined Katherine Miller on the Divorce Dialogues podcast for an in-depth discussion on some of the most pressing issues people face during and after divorce. The conversation touched on:
Medicaid planning is essential for individuals with total...
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