Estate taxes are often misunderstood, yet they play a significant role in estate planning—especially for New Yorkers. These taxes are imposed by the Federal Government and some states when a person passes away. They are based on the total value of the person’s estate at the time of death. If you’re planning or helping a...Read More

Modern families often look very different from those of past generations. Divorce, remarriage, and blended households are increasingly common. While these family dynamics create loving new bonds, they also add layers of complexity when it comes to estate planning. Without clear instructions, New York state law—not your wishes—will decide who inherits your property. Second marriages,...Read More

Deciding whether to place a feeding tube is among the most personal and challenging choices a family can face. The decision often arises in the context of serious illnesses such as ALS, advanced dementia, stroke, or head-and-neck cancers, where eating becomes difficult or impossible. Below are practical insights and conversation starters to help you navigate...Read More

The One Big Beautiful Bill (OBBB), signed into law in early July, represents one of the most comprehensive pieces of federal legislation we’ve seen in years. It combines tax changes with significant reforms to public benefits programs, particularly Medicaid. While the bill’s full impact will unfold over time, it’s clear that older adults, individuals with...Read More