Blogs

a business owner reviewing awhiteboard about the connection between his business and personal estate plan.
You Built the Business. Does Your Estate Plan Know That?
Is your NY business at risk? Discover why personal estate planning and business goerning documents must be synced to avoid a messy probate crisis.
Law office with two people discussing paperwork.
Why Your Irrevocable Trust May Be Working Against You: A 2026 Planning Reassessment
With the estate tax exemption now at $15M per person, many older irrevocable trusts have become outdated ‘Ghost Trusts’—triggering higher income taxes and forfeiting basis step-up. Strategic decanting can realign these trusts and potentially save families millions.
New York Street Sign that reads: The New York Estate Tax Cliff $7.35 Million Trap
Why a $7.35 Million Estate in New York Costs More Than a $15 Million Estate in Florida
The 'Estate Tax Cliff' is like a financial practical joke! It could turn your wealthy family's estate into a total trap, and you might not even realize it until it's too late!