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 Life changes—like marriage, divorce, new children, or major financial shifts—can make your plan outdated.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.

Whether it's marriage, divorce, or another major life event, your estate plan needs to reflect your current wishes and circumstances. From updating beneficiaries to redefining powers of attorney, timely adjustments are crucial to protecting your future. Don't leave your legacy to chance.

It’s never easy bringing up topics like wills and trusts with your parents — but it’s one of the most important conversations you’ll ever have. Want guidance on how to approach it with clarity and care?

Estate planning is essential for couples to protect each other and ensure their wishes are honored!

An up-to-date Will, along with carefully managed beneficiary designations and powers of attorney, can prevent unexpected outcomes—especially for blended families or those facing life changes like marriage or divorce.

Estate planning is often perceived as a concern exclusively for the wealthy, but in reality, it's a crucial endeavor for individuals and families from all walks of life.

Regardless of your financial status, there are essential considerations to ensure your assets are managed and distributed according to your wishes.