The SECURE Act 2.0, signed into law in 2022, introduced significant changes to retirement accounts, impacting everything from Required Minimum Distributions (RMDs) to beneficiary inheritance rules. These updates are crucial for individuals planning their estates as they affect how retirement assets are distributed and taxed after death. As a New York estate lawyer, I often...Read More
When planning for the future, most people are familiar with the concept of a will. A will lets you state who should receive your assets after you pass away. However, a will alone might not be enough when your loved ones have specific needs—whether due to age, financial instability, or reliance on government benefits. That’s...Read More
Undue influence in estate planning can lead to serious legal and emotional consequences. Legally, it can result in the invalidation of a will or trust, lengthy court battles, and financial loss for rightful heirs. Emotionally, it often causes family conflict, mistrust, and lasting resentment among loved ones, making an already difficult time even more painful. At...Read More
As a New York trust lawyer, I’ve seen how storms in life can come in all shapes and sizes—health crises, divorce, or losing a loved one. And, of course, there are the literal storms: hurricanes, floods, and fires that can damage property and uproot lives. In recent months, you may have seen social media posts...Read More
Losing a loved one is never easy, and dealing with legal matters while grieving can feel overwhelming. Probate is the court-supervised process of distributing a deceased person’s assets, and it often comes with questions and confusion. Understanding how probate works can help you prepare for the future and ensure your wishes—or those of a loved...Read More
Estate planning requires considering how your estate will be used and divided, and how your assets will be controlled. One option concerns the choice between revocable and irrevocable trusts. Although revocable trusts provide the advantage of modification, irrevocable trusts are valuable in their ways and are more flexible in other specific situations. Here at Miller...Read More
Families with a child on the autism spectrum often experience a stark change when that child reaches age 18, a transition sometimes referred to as the “autism cliff.” Many supportive services relied on during childhood, such as specialized education programs, may shift or end altogether in adulthood. This can leave parents concerned about maintaining consistent...Read More
As an estate lawyer, I’ve seen many family businesses flourish across generations. Unfortunately, I’ve also witnessed others falter during the transition, not because of market conditions or competition but due to inadequate succession planning. The hard truth? Sometimes, the biggest threats to your business legacy come from within the family itself. The Question No One...Read More
As an estate planning lawyer, I often see couples who view prenuptial agreements solely as divorce protection. However, a well-crafted prenup can be a powerful estate planning tool that helps protect both spouses and their children, especially in blended families.Read More
I've witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one's passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during this sensitive time.Read More
