new york estate planning law firm
Manhattan: 212-661-3600
Garden City: 516-206-3600
Yonkers: 914-898-3600

What Happens If My Partner Dies and We’re Not Married?

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
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Roth IRA

Roth IRA Conversions After Tax Reform...Still a good idea?

Now may be a good time to consider a Roth IRA Conversion. When it comes to retirement planning, many people focus on picking the right mix of investments. And while asset allocation is undoubtedly important, it's not the only factor to consider. Another crucial element is tax diversification.  With the market being down lately, many […]
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Man petting dog no link

Relief for Late Filed Estate Tax Returns

Internal Revenue Service Offers Further Relief for Late Filed Estate Tax Returns Electing Portability. Portability is a planning tool available only to married couples. It essentially allows a surviving spouse to take any leftover estate tax exemption that the deceased spouse’s estate did not use.  The exemption is transferred to the surviving spouse to reduce […]
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Ray Liotta Estate Plan

Did Ray Liotta Have an Estate Plan?

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
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Trusts and Wills

What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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Wasting Inheritance

How Do I Stop Heirs from Foolishly Wasting Inheritance?

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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Aging parents grow stubborn

Can You Believe Aging Parents Grow Stubborn and They Know It?

Aging parents grow stubborn, and researchers are uncovering the reasons why.
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estate planning with parents

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Live Longer

Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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New York City Office

260 Madison Avenue, 21st Floor
New York, NY 10016

Yonkers Office (By Appointment Only)

1955 Central Park Avenue,
Yonkers, NY 10710

Garden City Office (By Appointment Only)

1122 Franklin Avenue, Suite 300
Garden City, NY 11530
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