Estate Planning — New York State https://estatelawspecialists.org/ New York State estate planning by Morgan Legal Group Thu, 18 Jun 2026 23:28:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.5 https://estatelawspecialists.org/wp-content/uploads/2024/05/Legal-Network-Logo-150x150.png Estate Planning — New York State https://estatelawspecialists.org/ 32 32 What Documents Belong in a Complete New York Estate Plan? https://estatelawspecialists.org/what-documents-are-in-a-complete-new-york-estate-plan/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/what-documents-are-in-a-complete-new-york-estate-plan/ A complete New York estate plan is built from four core documents working together: a Last Will and Testament, one or more trusts, a durable power of attorney, and a health care proxy. A will alone is not a plan — it only speaks after death and only for assets that pass through probate. The […]

The post What Documents Belong in a Complete New York Estate Plan? appeared first on Estate Planning — New York State.

]]> New York Estate Tax 2026: The $7.35M Exemption and the Cliff https://estatelawspecialists.org/new-york-estate-tax-2026-exemption-and-cliff/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/new-york-estate-tax-2026-exemption-and-cliff/ For deaths on or after January 1, 2026, New York’s basic exclusion amount — the value an estate can pass free of New York estate tax — is $7,350,000. But there is a trap that catches estates worth even slightly more: the New York estate tax “cliff.” Once a taxable estate exceeds 105% of the […]

The post New York Estate Tax 2026: The $7.35M Exemption and the Cliff appeared first on Estate Planning — New York State.

]]> How to Avoid Probate in New York https://estatelawspecialists.org/how-to-avoid-probate-in-new-york/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/how-to-avoid-probate-in-new-york/ To avoid probate in New York, you must move your assets out of your sole name before death so the Surrogate’s Court is never required to validate a will and appoint an executor. The most reliable way to accomplish this is a properly drafted revocable living trust (governed by EPTL Article 7), supported by correct […]

The post How to Avoid Probate in New York appeared first on Estate Planning — New York State.

]]> Estate Planning for Young Families in New York https://estatelawspecialists.org/estate-planning-for-young-families-in-new-york/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/estate-planning-for-young-families-in-new-york/ 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 — so that, if something happens to you, your children are cared for by people you choose, your assets pass […]

The post Estate Planning for Young Families in New York appeared first on Estate Planning — New York State.

]]> Estate Planning for Blended Families in New York https://estatelawspecialists.org/estate-planning-for-blended-families-in-new-york/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/estate-planning-for-blended-families-in-new-york/ Estate planning for a blended family in New York means building a coordinated plan — a will, one or more trusts, a durable power of attorney, and a health care proxy — that deliberately balances two competing loyalties: providing for your current spouse during their lifetime while guaranteeing that your biological children (not your stepchildren […]

The post Estate Planning for Blended Families in New York appeared first on Estate Planning — New York State.

]]> Do I Need a Trust or Just a Will in New York? https://estatelawspecialists.org/do-i-need-a-trust-or-just-a-will-in-new-york/ Thu, 18 Jun 2026 23:28:54 +0000 https://estatelawspecialists.org/do-i-need-a-trust-or-just-a-will-in-new-york/ For most New Yorkers, the honest answer is: you need both — and probably more than that. A will and a trust are not competing choices; they are complementary tools that do different jobs. A will tells the Surrogate’s Court who inherits and who serves as executor, but it does not avoid probate. A revocable […]

The post Do I Need a Trust or Just a Will in New York? appeared first on Estate Planning — New York State.

]]> Estate Planning for Immigrant Families in New York https://estatelawspecialists.org/estate-planning-for-immigrant-families-in-new-york/ Thu, 07 May 2026 11:40:00 +0000 https://estatelawspecialists.org/estate-planning-for-immigrant-families-in-new-york/ A practical New York estate planning checklist for immigrant, mixed-status, and non-citizen families, plus where the federal immigration side fits in.

The post Estate Planning for Immigrant Families in New York appeared first on Estate Planning — New York State.

]]>