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A complete New York estate plan is built on four coordinated documents: a Last Will and Testament, one or more trusts, a durable Power of Attorney, and a Health Care Proxy. Together they decide who inherits your property, who manages your finances if you become incapacitated, who makes your medical decisions, and how much of your estate is lost to

For deaths occurring on or after January 1, 2026 through December 31, 2026, New York’s basic exclusion amount is $7,350,000 — meaning estates valued at or below that figure owe no New York estate tax. But New York has a feature that catches families off guard every year: the cliff. If your taxable estate exceeds 105% of the exemption —

You avoid probate in New York by removing assets from your sole, individual name before death — chiefly through a revocable living trust (authorized under EPTL Article 7), proper beneficiary designations, and jointly titled property — so that those assets transfer automatically and never pass through the Surrogate’s Court. The single most reliable tool for a New Yorker is a

If you are a young family in New York, estate planning means putting four coordinated documents in place — a will, one or more trusts, a durable power of attorney, and a health care proxy — and doing it now, not “someday.” For couples raising small children, the single most important reason to act is not taxes; it is naming

Estate planning for blended families in New York means using a coordinated set of legal tools — a will, one or more trusts, a durable power of attorney, and a health care proxy — to provide for a current spouse while still protecting children from a prior marriage. Without that coordination, New York’s default rules can unintentionally disinherit your children,

For most New Yorkers, the honest answer is: you need a will, and many of you also need a trust — but you almost never need to choose only one. A will controls who inherits your property and names guardians for minor children, yet it must pass through New York’s probate process before anyone receives a dime. A revocable living