Your estate plan isn’t “set it and forget it.” Life changes—like marriage, divorce, new children, or major financial shifts—can make your plan outdated. Learn the 12 key times to update your estate plan to protect assets, avoid probate, and ensure your wishes align with current New York estate and tax laws. Stay prepared.

As a business owner, estate planning isn't just about protecting your personal assets—it's about ensuring a seamless transition of your business to the next generation or your chosen successors.