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Legal Insights Network Archive
Estate Planning With a Non-Citizen Spouse in New York
How New York couples with a non-citizen spouse plan estates: QDOT trusts, wills vs. trusts, the NY estate-tax cliff, and when to call an immigration lawyer.
Estate Planning for Blended Families in New York
Estate planning for a blended family in New York means building one coordinated set of documents — a will, one or more trusts, a durable
How Often Should You Update Your Estate Plan in New York?
You should review your New York estate plan every three to five years, and immediately after any major life event — a marriage, divorce, birth,
How to Avoid Probate in New York
To avoid probate in New York, you move your assets out of your sole name before death — primarily by funding a revocable living trust
Estate Planning for Young Families in New York
If you are a young family in New York, the most important thing your estate plan does is name who raises your children and who
Health Care Proxy vs. Power of Attorney in New York
The short answer: in New York, a Health Care Proxy appoints an agent to make your medical decisions when you cannot, while a durable Power
What Is the New York Estate Tax Cliff (and How to Avoid It)?
The New York estate tax “cliff” is a quirk in state law that can cause an estate to lose its entire exemption and be taxed
Further reading from Morgan Legal Group: .